Peter KafkaOvjeren akaunt

@pkafka

Verbose, concise. Host of Recode Media. peter@recode.net, Monkey via . “Someone I like reluctantly.”

nyc
Vrijeme pridruživanja: prosinac 2006.

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  1. Prikvačeni tweet
    30. sij

    You can reach me on Signal, if that's relevant to you, the person reading this right now.

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  2. Wait. They wanted Iowa election volunteers to sideload an app? There's *zero* chance that would work. The app could be flawless and the whole thing would still fail.

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  3. Add another 2 million from January (people get new devices, want things to put on them. Plus, baby Yoda!) Now 28.6 million.

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  4. ding

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  5. Reminder: Disney has predicted 60-90mm subs by end o 2024, with 2/3rds coming from outside the U.S. That's the same year it thinks it will turn a profit, after losing billions.

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  6. (Disney is also avail in Australia, Netherlands, Canada)

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  7. That's 10 million on Nov. 12, and 15mm more by the end of 2019. For contrast: Netflix has 61mm U.S. subs.

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  8. Here, try this. Disney+ has 26.5 million subs. That's about where Wall Street thought it would be.

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  10. $20b, with way better margins, because they're not sharing ad dollars with MTV and PewDiePie.

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  11. Reads like a post-WeWork purge, which is reasonable. Except, of course, for the fact that the guy who poured billions into WeWork still runs Softbank.

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  13. proslijedio/la je Tweet

    🚨 1st ever digital subscription price increase on March 8, 2020 -- going up 13% to $17/month from $15/month -- timing looks solid heading into Election interest

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  14. Softbank also "in discussions" about future of longtime Masa guy Ron Fisher, per FT; Softbank says it's not so.

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  15. proslijedio/la je Tweet
    prije 6 sati
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  16. Yes, Google and Facebook hoover up all the digital ad . But YouTube kicks back at least $7.5 billion a year to people who make media (or own media). Which is one reason you don't hear media execs yelling at YouTube these days.

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  17. also, donate $ to , which does excellent, free, local news.

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  18. No details but really interesting: NYC subway system wants to connect some late night/early am commuters with Uber + Lyft, to get them to/from far-off subway stations.

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  19. proslijedio/la je Tweet

    software is hard software at scale is harder software in politics is extra hard and then it’s all thrown away every 4 (or if you’re lucky) 8 years

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  20. 3. velj

    The documentary that was going to be blessed by Oprah and distributed by Apple TV is going to be on HBO Max, Oprah-less, instead.

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  21. proslijedio/la je Tweet
    3. velj
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