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.

Allen Snags BuzzFeed Half for Fraction of Valuation
SocialMay 11, 2026

Allen Snags BuzzFeed Half for Fraction of Valuation

On the one hand, Byron Allen is paying $120 million for half of BuzzFeed, and Wall Street thinks all of BuzzFeed is only worth $30 million. On the other hand, Allen is only paying $20 million today. Last hand: The 2010s...

By Peter Kafka
Murdoch Threatens Trump, Then Pushes NFL Squeeze
SocialMay 8, 2026

Murdoch Threatens Trump, Then Pushes NFL Squeeze

MURDOCH: I'm publishing a story about your birthday note to Epstein. TRUMP: I'm suing you for $10 billion. MURDOCH: Cool. Hey I need a favor: Can you help me squeeze the NFL? https://www.businessinsider.com/murdoch-trump-nfl-fox-streaming-netflix-fcc-doj-2026-5

By Peter Kafka
AI Coding Revolution: No Shame for Non‑Vibe Coders
SocialMay 1, 2026

AI Coding Revolution: No Shame for Non‑Vibe Coders

I talked with the great Paul Ford, still known here as @ftrain2000 , about the revolution in coding, why you (me, really) shouldn't feel bad about not vibe coding - and what all this means for normals. Excerpts: https://www.businessinsider.com/ai-code-vibe-claude-software-paul-ford-interview-2026-5 Whole pod...

By Peter Kafka
OpenAI's TBPN Acquisition Makes Strategic Sense, Not Madness
SocialApr 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
SocialMar 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
SocialMar 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