Peter Kafka

Peter Kafka @pkafka

In pre-Elon a recurring burn would to point out that whoever just joined the Twitter board never used Twitter. And that was a good critique! But otoh it meant the board member had gotten pretty far in life w/out using Twitter, which isn’t something we tended to think about. — PolitiTweet.org

Peter Kafka @pkafka

I have a job where I get to talk to interesting/smart/successful people all the time. Compared to normals they overindex on Twitter, which means maybe ~ one-third of them use the site with any frequency. — PolitiTweet.org

Peter Kafka @pkafka

I follow @jbouie on this app but I’m also a fan of his TikToks, which give him a chance to try different approaches and to (potentially) reach a much larger audience. A mix of personal, professional, earnestness and flippancy. Recommend. https://t.co/Hy0FEPzOzd — PolitiTweet.org

Peter Kafka @pkafka

@MikeIsaac Book leave is pretty sweet amirite — PolitiTweet.org

Peter Kafka @pkafka

@Bernstein Insane? Or telling. — PolitiTweet.org

Peter Kafka @pkafka

@ChrisHarihar @AveryMase @MediaRadar You’d really want to compare that chart to previous years before concluding that. And to be clear - the calls for advertisers to show caution/pause/stop started when he owned twitter, which happened late October. Prior to that he was trying not to own it. — PolitiTweet.org

Peter Kafka @pkafka

@mims @DKThomp Sorry for people hung up on the word “deliberate.” The point is that he is creating the problem with his actions. Whether he intended to blow up his ad business or simply didn’t understand the ad business isn’t relevant for his P&L. It *could* affect how he responds. — PolitiTweet.org

Peter Kafka @pkafka

@KelseyTuoc Hi Kelsey! Here’s a link to your colleague @ranimolla’s story https://t.co/lxIcaVvvjt it includes this response from the NYT https://t.co/9flKo2Hui7 — PolitiTweet.org

Peter Kafka @pkafka

@JasonAbbruzzese @qhardy Yeah tho the snag there is he is taking his Tesla winnings and incinerating them — PolitiTweet.org

Peter Kafka @pkafka

@qhardy Speaking of 4d chess buying twitter allowed Elon the chance to sell billions in Tesla stock before it collapsed — PolitiTweet.org

Peter Kafka @pkafka

RT @sarafischer: 3/ A decent amount of yesterdays ad mtg was devoted to verification & new products. Folks wanted to hear more about conten… — PolitiTweet.org

Peter Kafka @pkafka

@qhardy https://t.co/ATuGiHNzDl — PolitiTweet.org

Peter Kafka @pkafka

@paulcanetti Yes tho irrelevant bc regardless of whether he approved the board has no real choice but to approve the bid. — PolitiTweet.org

Peter Kafka @pkafka

@DKThomp Unnerving skittish ad buyers by promoting conspiracy theories; general chaos; removing trusted ad industry liasons. Remember that unlike FB and YouTube, Twitter is *not* a must-buy for most advertisers. Easy enough to steer clear if there’s any downside. — PolitiTweet.org

Peter Kafka @pkafka

@qhardy That one was pretty spectacular! But we didn’t have Twitter to watch it on at the time. Just CNBC and Fucked Company and a lots of used Aeron chairs for sale. — PolitiTweet.org

Peter Kafka @pkafka

Sorry yes you’re correct. Tesla has single class of shares, but it does have supermajority vote provision that gives Musk effective blocking power. — PolitiTweet.org

Peter Kafka @pkafka

@DKThomp Yes, as has been reported Twitter would be going through layoffs in a non-Musk world. The difference is that the previous management wouldn’t be actively trying to tank its own ad business and then complaining once its efforts were successful. — PolitiTweet.org

Peter Kafka @pkafka

Reminder that the reason Elon Musk owns Twitter today is that unlike Facebook or Snap or NYT or Viacom or Tesla, Twitter had a single class of shares, which meant the founders couldn’t control it once it went public. — PolitiTweet.org

Peter Kafka @pkafka

@sdkstl @edmundlee Yea the urgency comes from overpaying at the top of the market — PolitiTweet.org

Peter Kafka @pkafka

This is automated so it’s not what you think. But still: Here’s a tweet from a former NYT security reporter criticizing Elon and his current security exec that has been slapped with a Twitter rules violation tag. https://t.co/8BlG9mQff4 — PolitiTweet.org

Peter Kafka @pkafka

RT @shiringhaffary: If you're a current or former Twitter employee with thoughts on the Elon acquisition, you can email me at shirin.ghaffa… — PolitiTweet.org

Peter Kafka @pkafka

Here’s an ad for the ad tier in the wild: https://t.co/s1UYCXLjSx — PolitiTweet.org

Peter Kafka @pkafka

Twitter employee running Twitter Blue no longer at Twitter. Read on for his Liz Truss/Elon Musk analogy. — PolitiTweet.org

Peter Kafka @pkafka

@RichLightShed https://t.co/cEbM4DcAxe — PolitiTweet.org

Peter Kafka @pkafka

@edmundlee WBD says everyone who owned it before screwed up. — PolitiTweet.org

Peter Kafka @pkafka

.@RichLightShed asks WBD CEO David Zaslav about renewing $$$ NBA deal. Zaslav praises all of his NBA programming, suggests that WBD streaming assets will be part of next deal, which is what WBD folks have said off the record when I’ve asked. — PolitiTweet.org

Peter Kafka @pkafka

Which is what other big Netflix-chasers are also posting, and why Warner says it is tapping the brakes on streaming. — PolitiTweet.org

Peter Kafka @pkafka

WBD says its streaming biz has 95 million subs, $2.3 billion in revenue, $630 million in losses. https://t.co/h5KVlT4PIk — PolitiTweet.org

Peter Kafka @pkafka

Warner Bros Discovery CEO says there are “difficult decisions to be made” but it will work out in the long run. Stock is down 53% since Warner/Discovery merger last spring. https://t.co/E6knqH3TSn — PolitiTweet.org

Peter Kafka @pkafka

@cwarzel But in any case Matt’s press criticism is immaterial to his main argument, which is correct. — PolitiTweet.org