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Peter Kafka

Peter Kafka

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Media/tech journalist who adds earnings‑related context and follow‑ups around growth metrics and what they signal to the Street.

OpenAI's TBPN Acquisition Makes Strategic Sense, Not Madness
Social•Apr 2, 2026

OpenAI's TBPN Acquisition Makes Strategic Sense, Not Madness

People keep telling me the OpenAi/TBPN deal is crazy and makes no sense and I think they're overthinking it. https://www.businessinsider.com/why-openai-bought-tbpn-2026-4

By Peter Kafka
OpenAI’s Promised Rapid Shifts Clash with Economic Weight
Social•Mar 26, 2026

OpenAI’s Promised Rapid Shifts Clash with Economic Weight

"Please expect a very high rate of change from us" Sam Altman told us six months ago. But OpenAI isn't a plucky startup. It's a giant, deeply tied to our current and future economy. Maybe take a breather on the changes...

By Peter Kafka
Matt Belloni Predicts Ellison's Plan for New Fox News
Social•Mar 11, 2026

Matt Belloni Predicts Ellison's Plan for New Fox News

I talked to @MattBelloni about Sunday's Oscars, the future of Hollywood, and why he thinks David Ellison wants to build a new Fox News: Excerpts here: https://www.businessinsider.com/oscars-prediction-paramount-ellison-gulf-matt-belloni-peter-kafka-2026-02 Full chat on Channels: https://podcasts.apple.com/us/podcast/channels-with-peter-kafka/id1080467174?i=1000754620316

By Peter Kafka