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VOICE ARCHIVE

Peter Kafka

@pkafka
732 posts
2026-03-02
Two months ago Trump said it was “imperative” that CNN get new owners. But Netflix boss Ted Sarandos says Trump's statement (or anything else he said in public) had nothing to do with Netflix backing away from its Warners bid. https://www.businessinsider.com/ ... [image]
2026-03-02 View on X
Bloomberg

Q&A with Ted Sarandos on the scenario planning Netflix did before Paramount's final WBD bid, how Paramount's deal closing could lead to cuts of $16B+, and more

When Netflix Inc. dropped out of the bidding for Warner Bros. Discovery Inc. on Feb. 26, the news came as a surprise to many in Hollywood.

2026-03-01
The Trump administration argument is: “these crazy woke peaceniks hate America and are also stupid” and this is a pretty good retort to that argument.
2026-03-01 View on X
OpenAI

OpenAI says its DOD agreement upholds its redlines and “has more guardrails than any previous agreement for classified AI deployments, including Anthropic's”

We think our agreement has more guardrails than any previous agreement for classified AI deployments, including Anthropic's.

The Trump administration argument is: “these crazy woke peaceniks hate America and are also stupid” and this is a pretty good retort to that argument.
2026-03-01 View on X
Anthropic

Anthropic says it'll challenge “any supply chain risk designation in court” and that the designation would only affect contractors' use of Claude on DOD work

Anthropic to challenge supply chain risk designation in courtJack Nicastro /Reason:Anthropic Labeled a Supply Chain Risk, Banned from Federal Government ContractsMatteo Wong /The A...

The Trump administration argument is: “these crazy woke peaceniks hate America and are also stupid” and this is a pretty good retort to that argument.
2026-03-01 View on X
The Atlantic

Source describes the failed Pentagon-Anthropic talks: through the end, the Pentagon wanted to use Anthropic's AI to analyze bulk data collected about Americans

Right up until the moment that Pete Hegseth moved to terminate the government's relationship with the AI company Anthropic …

2026-02-28
Reminder: In December Paramount was going to use $24 billion from 3 gulf states to finance its WBD deal: $10b from Saudi, $7b each from Abu Dhabi and Qatar. I've asked Paramount if they are still using that money in this deal. No answer.
2026-02-28 View on X
The Hollywood Reporter

Paramount agrees to acquire WBD, paying $31 per share in cash, giving WBD an enterprise value of $110B; Paramount paid a $2.8B breakup fee to Netflix

Netflix backed away from its $87.2 billion deal on Thursday. … The two companies formally unveiled the deal Friday after Netflix formally bowed …

The Trump administration argument is: “these crazy woke peaceniks hate America and are also stupid” and this is a pretty good retort to that argument.
2026-02-28 View on X
@secwar

Defense Secretary Pete Hegseth directs the DOD to designate Anthropic as a supply chain risk, barring military contractors from doing business with the company

This week, Anthropic delivered a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon. Our ...

The Trump administration argument is: “these crazy woke peaceniks hate America and are also stupid” and this is a pretty good retort to that argument.
2026-02-28 View on X
CNBC

Claude hit #2 on Apple's US App Store, hours after the DOD designated Anthropic a supply chain risk; it bounced between #20 and #50 for much of February

Anthropic's Claude artificial intelligence assistant app jumped to the No. 2 slot on Apple's chart of top U.S. free apps late on Friday …

The Trump administration argument is: “these crazy woke peaceniks hate America and are also stupid” and this is a pretty good retort to that argument.
2026-02-28 View on X
Anthropic

Anthropic says it'll challenge “any supply chain risk designation in court” and that the designation would only affect contractors' use of Claude on DOD work

Earlier today, Secretary of War Pete Hegseth shared on X that he is directing the Department of War to designate Anthropic a supply chain risk.

2026-02-27
Netflix execs used to tell me they were delighted when competitors merged, because integrations etc kept them stuck in place for years.
2026-02-27 View on X
CNBC

Netflix walks away from a deal to buy WBD's studio and streaming assets after WBD deemed Paramount's $31/share bid to be superior; NFLX jumps 8%+

Netflix is walking away from a deal to buy Warner Bros. Discovery's studio and streaming assets after the WBD board on Thursday deemed …

2026-02-10
Buzzy tech CEOs: Ads are gross. Certainly we can do better. Buzzy tech CEOs, a few years later: The thing about ads is that they're great. Welcome to the ChatGPT ads era: https://www.businessinsider.com/ ...
2026-02-10 View on X
OpenAI

OpenAI begins testing ads in ChatGPT in the US for logged-in adult users on its Free and Go tiers, and says that the ads “do not influence” ChatGPT's answers

Ads that support free access and don't change ChatGPT answers.  —  Today, we're beginning to test ads in ChatGPT in the U.S …

2026-01-27
@MikeIsaac TT was 100% fucked up yesterday. All the ice posts were gone but so was everything else I normally got. Instead I mostly got videos about how great corvettes were. If it was a censorship plot it wasn't executed well. Also everything was back to normal today.
2026-01-27 View on X
Politico

California Governor Gavin Newsom says he will launch a review into whether TikTok is violating state laws by censoring content critical of President Trump

Tyler Katzenberger /Politico:

@MikeIsaac TT was 100% fucked up yesterday. All the ice posts were gone but so was everything else I normally got. Instead I mostly got videos about how great corvettes were. If it was a censorship plot it wasn't executed well. Also everything was back to normal today.
2026-01-27 View on X
NPR

TikTok US says it doesn't “have rules against sharing the name Epstein in direct messages” and is “investigating why some users are experiencing issues”

Officials at TikTok say they are looking into why many users have been unable to send the word “Epstein” …

@MikeIsaac TT was 100% fucked up yesterday. All the ice posts were gone but so was everything else I normally got. Instead I mostly got videos about how great corvettes were. If it was a censorship plot it wasn't executed well. Also everything was back to normal today.
2026-01-27 View on X
Business Insider

TikTok US says it is working to restore services after a data center power outage, and that any algorithm changes users noticed were likely due to the outage

- TikTok's algorithm was disrupted on Sunday as the company dealt with a data center outage.  — Users reported seeing a flurry of old videos in their feeds.

@MikeIsaac TT was 100% fucked up yesterday. All the ice posts were gone but so was everything else I normally got. Instead I mostly got videos about how great corvettes were. If it was a censorship plot it wasn't executed well. Also everything was back to normal today.
2026-01-27 View on X
The Verge

UpScrolled, a platform for sharing photos, videos, and text that claims political impartiality, says user growth has surged since TikTok's US takeover

not censorship — caused widespread glitchesJuli Clover /MacRumors:TikTok Faces Outage and Censorship Concerns Days After U.S. Ownership Deal ClosesMinh Le /Tech in Asia:Social app ...

2026-01-26
@MikeIsaac TT was 100% fucked up yesterday. All the ice posts were gone but so was everything else I normally got. Instead I mostly got videos about how great corvettes were. If it was a censorship plot it wasn't executed well. Also everything was back to normal today.
2026-01-26 View on X
Business Insider

TikTok US says it's working to restore services after a power outage at a data center and that any algorithm changes users noticed were likely due to the outage

- TikTok's algorithm was disrupted on Sunday as the company dealt with a data center outage.  — Users reported seeing a flurry of old videos in their feeds.

2026-01-16
Netflix boss Ted Sarandos did a NYT q+a to communicate one idea: If he gets to buy Warners all Warners movies will be in theaters for 45 days. https://www.businessinsider.com/ ...
2026-01-16 View on X
New York Times

Q&A with Netflix co-CEO Ted Sarandos about the $83B WBD bid, Trump's involvement in the deal, maintaining a 45-day theatrical window for WBD releases, and more

The company's co-chief executive sat down for an extensive interview for the first time since announcing plans to buy Warner Bros. Discovery's film and TV business.See also Mediaga...

2025-12-19
$14 billion for US TikTok is a crazy low price. There are at least two possible explanations. https://www.businessinsider.com/ ...
2025-12-19 View on X
Axios

Internal memo: TikTok has signed a deal to sell its US unit; Oracle, Silver Lake, MGX will collectively own 45% of the US entity, and ByteDance will retain ~20%

TikTok has signed a deal to divest its U.S. entity to a joint venture controlled by American investors, per an internal memo seen by Axios.

No offense to everyone else but the only person I wanted to read about this story today was @matt_levine, for obvious reasons. https://www.bloomberg.com/... [image]
2025-12-19 View on X
Financial Times

Trump Media agrees to merge with Google-backed fusion energy company TAE in a $6B deal and build the “world's first utility-scale fusion power plant” in 2026

NOTE: Our Forums and CMS and RSS were nixed when our host updated Perl … Liz Hoffman / Semafor : America is becoming the world's dumb money Dominic Preston / The Verge : Trump Medi...

2025-12-17
Tidbits from WBD filing with SEC: *There was a fourth bidder besides Ellisons, Netflix and Comcast, described as “an American media company”. *That bidder was primarily interested in WBDs cable networks - the opposite of everyone else. *WBD didn't spend much time on that one.
2025-12-17 View on X
Wall Street Journal

WBD recommends shareholders reject Paramount's unsolicited $108.4B cash bid, calling the offer “illusory” and saying it believes Netflix's proposal is superior

Warner raised concerns about the credibility of Paramount's ‘illusory’ offer and its backing from the Ellison family

Also: Jared Kushner's fund - now out of the Paramount bid - was only kicking in $200 million. Feel free to draw your own conclusions about why he was in the deal in the first place.
2025-12-17 View on X
Wall Street Journal

WBD recommends shareholders reject Paramount's unsolicited $108.4B cash bid, calling the offer “illusory” and saying it believes Netflix's proposal is superior

Warner raised concerns about the credibility of Paramount's ‘illusory’ offer and its backing from the Ellison family