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

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