Peter Kafka

Peter Kafka @pkafka

@robgo @ebekiel The fact that we are reassessing old valuations doesn’t mean we shouldn’t pay attention to them. And investors certainly care about them so telling everyone else to ignore it seems wrong. — PolitiTweet.org

Peter Kafka @pkafka

@ebekiel @robgo Certainly seems better than pretending it doesn’t exist. Also better than the kabuki of having the company/investor to give you the valuation on background and then sourcing to “person familiar” who you are probably quoting on the record in same piece. — PolitiTweet.org

Peter Kafka @pkafka

RT @DKThomp: Smart from @pkafka For past few years, TV was torn btw cable (high-profit, shrinking growth) and streaming (high growth, meh… — PolitiTweet.org

Peter Kafka @pkafka

Busy @semaforben https://t.co/z2j2TSqi1H — PolitiTweet.org

Peter Kafka @pkafka

Best summary of what’s going on with HBO comes from the guy running HBO: https://t.co/dVcBXHEate https://t.co/5htT8b2lXu — PolitiTweet.org

Peter Kafka @pkafka

New from me: The Netflix contagion. is spreading. Onscreen at HBO: House of the Dragon. Behind the scenes: Worry https://t.co/l7mrccSYEF via @voxdotcom — PolitiTweet.org

Peter Kafka @pkafka

@dbenk They’re fine! Like I said. But branding a chain of money-losing office sublets is just… that. And frankly I don’t care whether VCs want to bet on him as he tries branding a chain of apartments. Just don’t tell me he invented the iPhone. — PolitiTweet.org

Peter Kafka @pkafka

@digitalshields I mean I would just keep your head down, secure in the knowledge that however it ends up it’s going to be great for the knicks, just like always is. These guys can’t miss and that’s why their fans love them. — PolitiTweet.org

Peter Kafka @pkafka

@bmorrissey During the pandemic it suddenly became much easier to park in the nicest neighborhoods. Lasted a year. That said this is also a problem in less affluent outer borough neighborhoods where things are not walkable and where public transit is not working and is going to get worse. — PolitiTweet.org

Peter Kafka @pkafka

@pflugerc Sure but subletting office space at a loss is… a story we’ve heard before. https://t.co/syivfvhNX2 — PolitiTweet.org

Peter Kafka @pkafka

@pflugerc I’ve worked in nyc sunshine suites, weworks, Starbucks, and a windowless copier room in 30 rock. Wework had really nice bathroom stalls, which was a plus. Glass walls that made your phone convos echo was a minus. — PolitiTweet.org

Peter Kafka @pkafka

@pflugerc Product was fine. Definitely overhyped, particularly around the idea that it was a community, not an office. But it was still fundamentally subletting office space - like calling Chipotle a burrito innovator. And as an actual business? Not great at all. — PolitiTweet.org

Peter Kafka @pkafka

(Or its competitors) — PolitiTweet.org

Peter Kafka @pkafka

“Ok, Adam Neumann may have incinerated billions but you have to admit he revolutionized offices” is a sure tell you’ve never used a WeWork. — PolitiTweet.org

Peter Kafka @pkafka

RT @Ourand_SBJ: Jared Kushner tried to help jump-start LIV Golf's U.S. TV negotiations a couple of weeks ago. https://t.co/xR7QZi4RRW — PolitiTweet.org

Peter Kafka @pkafka

@thesecondmouse2 Nope! Amazon has its own streaming service it bundles with Prime. Walmart doesn’t, for now. — PolitiTweet.org

Peter Kafka @pkafka

Like the deal Disney cut with Verizon to launch Disney+ a few years ago. — PolitiTweet.org

Peter Kafka @pkafka

@Lynn_in_Atlanta @arainert @Lucas_Shaw @NewsyNick Yes. Streaming and cable are different. That was my original point. — PolitiTweet.org

Peter Kafka @pkafka

Little treat that I only get when trying to read a Bloomberg article: https://t.co/ltrf9iAptd — PolitiTweet.org

Peter Kafka @pkafka

@goldman Part me thinks this deal is a giant @pmarca troll — PolitiTweet.org

Peter Kafka @pkafka

@Lynn_in_Atlanta @arainert @Lucas_Shaw @NewsyNick Yes but even that list won’t get you all the scripted tv you get on most basic cable packages. You’d need to add hulu + AMC, for starters. — PolitiTweet.org

Peter Kafka @pkafka

@goldman It didn’t raise any eyebrows! I mean Eliot and a few other reporters but everyone ignored them. A lot of it was disclosed, along with lots of other shoulda-raised-eyebrows stuff - starting his own school, buying a surf wave thingy, etc. No one gave any fucks till it went south. — PolitiTweet.org

Peter Kafka @pkafka

@KBAndersen See, he’s trapped you: Real hard-scrabble Pennsylvanians *love* asparagus in their crudite. He’s dog-whistling them and calling out the lib elite at the same time. — PolitiTweet.org

Peter Kafka @pkafka

@arainert @Lucas_Shaw @NewsyNick There’s a ton of unduplicated content between those two sets - live sports, most glaringly, plus lots of network tv that the streamers either don’t carry or run on delay. — PolitiTweet.org

Peter Kafka @pkafka

@eliotwb Everything about @pmarca’s essay is wild. I’d screenshot the whole thing but am fixated on this: “only one person has fundamentally redesigned the office experience and led a paradigm-changing global company in the process: Adam Neumann.” — PolitiTweet.org

Peter Kafka @pkafka

@anamitra Great pic and bonus points for finding the one Brooklyn nets fan in London. — PolitiTweet.org

Peter Kafka @pkafka

US politicians: We Are Very Worried About TikTok. Also US politicians: Check out my ad on TikTok! Last week DNC CTO Nell Thomas told me the party had weighed the pro and cons of using the platform and decided to campaign there, because everyone’s there. https://t.co/H3IgiZkmGh — PolitiTweet.org

Peter Kafka @pkafka

@ShiraOvide Cable tv where you can add and drop channels - or at least groups of channels - whenever you want, easily. Which was definitely not cable tv. (Tho next step is to try making it more like cable by carrot/sticking you into year-long subscriptions instead of month to month) — PolitiTweet.org

Peter Kafka @pkafka

Trump’s Razor — PolitiTweet.org

Peter Kafka @pkafka

@MenInBlazers Omg — PolitiTweet.org