Peter Kafka

Peter Kafka @pkafka

@chrisfralic @aripap classic prince move — PolitiTweet.org

Peter Kafka @pkafka

If you'd like to hear me talk about Disney + Vice w/@JGHorn, in which I sound like I'm calling from an underwater phone booth, you are in luck. https://t.co/O7uTldkWvx Also: John Cameron Mitchell! — PolitiTweet.org

Peter Kafka @pkafka

RT @DrewFitzGerald: TV programming costs always go up, except when they don't. "We don’t have as much leverage as we used to," Viacom's CEO… — PolitiTweet.org

Peter Kafka @pkafka

RT @Lucas_Shaw: New for @BW: How @tiktok_us became the music industry’s new kingmaker, and what that means for artists and record labels. h… — PolitiTweet.org

Peter Kafka @pkafka

RT @teddyschleifer: Good morning San Francisco, have you said hello to your neighborhood billionaire today? https://t.co/NDulfFmQdo — PolitiTweet.org

Peter Kafka @pkafka

@weareyourfek as far as the new/newish money, it is going in with more protections, which is one of the reasons disney had to write off its deal - there may be value there but lenders and the pe guys will get it, not the media guys. — PolitiTweet.org

Peter Kafka @pkafka

@weareyourfek ah, thought that might be it. yes, in many ways vice felt like it was built specifically to appeal to murdochs, igers and bewkes - edgy but not too edgy, brooklyn but reachable pretty easily by town car etc. — PolitiTweet.org

Peter Kafka @pkafka

@theframe sure. twitter isn't great for this (ask @DKThomp ) but you can try me at peter at recode dot net — PolitiTweet.org

Peter Kafka @pkafka

@weareyourfek hi! and thank you (i didn't have time to do it last night). but... i don't get it? — PolitiTweet.org

Peter Kafka @pkafka

Twitter feature that shows me people I follow replying to people I don't follow seems... not super helpful to me. But hope @DKThomp and Jared are able to make it work today. https://t.co/dFkgtTgAei — PolitiTweet.org

Peter Kafka @pkafka

RT @Recode: .@netflix made a rare acquisition and bought StoryBots, a kids’ brand made by the guys who made JibJab. https://t.co/qoyWLz7FS9 — PolitiTweet.org

Peter Kafka @pkafka

@AlanPearlstein @mims @ranimolla yup. i've worked out of starbucks and weworks and i think you're probably better renting a "hot desk" - that is, a chair - from wework and getting their free coffee and non-terrible bathrooms — PolitiTweet.org

Peter Kafka @pkafka

@ashkan (in the story!) — PolitiTweet.org

Peter Kafka @pkafka

@mims @ranimolla This is the single best argument for wework — PolitiTweet.org

Peter Kafka @pkafka

@jowrotethis stop tweeting, make more content — PolitiTweet.org

Peter Kafka @pkafka

The last time I talked to @jowrotethis about her GOT publishing schedule she was watching the show w/2 screens and publishing minutes after each episode ended. https://t.co/70oh9F3WQa Now she is up to 3 screens, and publishing *while it is still streaming* https://t.co/JXiIa0YrM1 — PolitiTweet.org

Peter Kafka @pkafka

Recode Media twofer: Game of Thrones pro @jowrotethis on the GOT media complex, the end of GOT and the (possible) end of Event TV. + Hulu CEO Randy Freer on Hulu's (sort-of) surprising resurgence + life as a Disney co. https://t.co/JXiIa0YrM1 — PolitiTweet.org

Peter Kafka @pkafka

RT @fromedome: Well, there it is — the first(?) $1b+ deal for a new consumer brand since Dollar Shave Club. This one makes sense, as would… — PolitiTweet.org

Peter Kafka @pkafka

@sherman4949 *essentially*. But remember there’s a preference stack that now starts with lenders (including soros!) and presumably on to tpg, etc. — PolitiTweet.org

Peter Kafka @pkafka

I didn’t realize you could make gifs like this and it is making me re-think *everything* — PolitiTweet.org

Peter Kafka @pkafka

@stevekovach Not necessarily! — PolitiTweet.org

Peter Kafka @pkafka

@sherman4949 they are saying they won’t get anything in exchange for their Vice stake, per their 10q — PolitiTweet.org

Peter Kafka @pkafka

@bmorrissey Soros! — PolitiTweet.org

Peter Kafka @pkafka

Here's @keachhagey in August 2016, when everyone in media believed Disney was going to buy Vice for billions. Just a matter of price. https://t.co/upUYUiyBip — PolitiTweet.org

Peter Kafka @pkafka

Disney still owns its stake, obviously. And some investors think Vice is worth something, which is why it could borrow a fresh $250 million this month. Still a stunning turnaround. — PolitiTweet.org

Peter Kafka @pkafka

Here, again, with context: Disney has written off its entire stake in Vice — the $400 million it put in directly, plus its A&E stake, its Fox stake, etc. All gone. https://t.co/9Bk7hptyJg — PolitiTweet.org

Peter Kafka @pkafka

@josh24601 @ballmatthew great minds — PolitiTweet.org

Peter Kafka @pkafka

Figured that Murdoch, who has plenty of exposure to sports betting in the UK and beyond, would be the first media mogul to get into U.S. sports betting. https://t.co/UUoFZQVsbR — PolitiTweet.org

Peter Kafka @pkafka

@felixsalmon Yup — PolitiTweet.org

Peter Kafka @pkafka

@ballmatthew @felixsalmon Yup — PolitiTweet.org