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Peter Kafka

@pkafka.bsky.social
4.3K followers 307 following 273 posts

Bleep blop bloop. Talking link.chtbl.com/kafka typing www.businessinsider.com/author/pete…

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Peter Kafka @pkafka.bsky.social · 21/09/2026
A story about what happens when one of the world's richest men, who has "a good relationship" with Donald Trump, wants something. Spoiler: He gets it. www.businessinsider.com/larry-david-...
businessinsider.com
Larry and David Ellison have all the money, and a boost from Trump. Now they're going to own Warner Bros.
When your dad is one of the richest men in the world — and a Trump pal — you get the media conglomerate you want.
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Peter Kafka @pkafka.bsky.social · 11/09/2026
Lots to talk about with Atlantic mag CEO @nxthompson.bsky.social : Working for billionaire Laurene Powell Jobs, his side-hustle as a content creator; what worked, and didn't w/his OpenAI deal. Excerpt: www.businessinsider.com/atlantic-nic... Full pod: podcasts.apple.com/us/podcast/c...
businessinsider.com
Atlantic CEO Nicholas Thompson on working for Laurene Powell Jobs, OpenAI, and making his own videos
Atlantic CEO Nicholas Thompson talks about his OpenAI deal, his billionaire owner, and why he makes his own videos
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Peter Kafka @pkafka.bsky.social · 03/09/2026
The federal government spent years talking about regulating Big Tech and did nothing except file lawsuits - and those have all been failures. Still a couple last gasps left (Amazon and Apple suits) but I wouldn't hold your breath. www.businessinsider.com/google-antit...
businessinsider.com
How Google, Meta and Big Tech have fought the US — and won.
The government can make Big Tech pay. But it can't make it smaller, which was the point.
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Peter Kafka @pkafka.bsky.social · 02/09/2026
Talked to Semafor's great @daveweigel.bsky.social who talks to humans outside of DC + San Francisco) about the techlash origin story. Excerpts at BI www.businessinsider.com/voter-ai-bac... Full serving (with Flock and Elon #content) at Channels www.businessinsider.com/voter-ai-bac...
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Peter Kafka @pkafka.bsky.social · 24/08/2026
Paramount in June: Unnamed people who want to break up our Warner deal are antisemites. www.businessinsider.com/paramount-la... Paramount Friday: Actually we're talking about Mark Ruffalo: variety.com/2026/film/ne...
businessinsider.com
Paramount's top lawyer says some people who don't like the Warner Bros. deal are antisemitic
Paramount's deal to buy Warner Bros. still needs regulators' approval, so it's striking to see him link some opponents of the tie-up to antisemitism.
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Peter Kafka @pkafka.bsky.social · 21/08/2026
The reason you don't like data centers is because China has brainwashed you, using the social media platforms run by the people who want to build data centers. Wake up, sheeple. By me: www.businessinsider.com/china-data-c...
businessinsider.com
Tech responds to America's anti-AI backlash by blaming China. Good luck with that.
There are lots of reasons Americans overwhelmingly oppose data centers. But for some tech types, it's just easier to blame China.
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Peter Kafka @pkafka.bsky.social · 10/08/2026
One billion Zuck Bucks, coming to a data center near you. www.businessinsider.com/meta-ai-data...
businessinsider.com
Data centers are unpopular. Meta thinks it can solve that with a $1 billion fund.
You can tell people AI data centers are good for them and they may never believe you. But a $1 billion check from Mark Zuckerberg might persuade them.
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Peter Kafka @pkafka.bsky.social · 03/08/2026
Some media criticism that's really just all of us criticism: Stuff that would properly be a 5 alarm fire is just a weekend news cycle now. www.businessinsider.com/trump-pool-s...
businessinsider.com
Donald Trump peddled a story about his pool — and his prosecutors turned into federal charges
We are very used to Donald Trump saying things that aren't true. This is something different.
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Peter Kafka @pkafka.bsky.social · 29/07/2026
Some chatter about Paramount and the Ellisons being worried about a Democrat-run Congress this fall. Bloomberg's Lucas Shaw thinks that's overblown. www.businessinsider.com/paramount-wa... full conversation on my Channels podcast podcasts.apple.com/us/podcast/c...
businessinsider.com
Why a settlement in the Paramount/Warner Bros. court case could be tough: Q&A with Bloomberg's Lucas Shaw
A conversation with Bloomberg Hollywood watcher Lucas Shaw about happens next in a blockbuster court case.
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Peter Kafka @pkafka.bsky.social · 24/07/2026
Facebook wants to become TikTok. It will start testing a new, TikTok-ified version of the app this fall. Another move away from "social media" and towards endless streams of video. www.businessinsider.com/facebook-tik...
businessinsider.com
Facebook is going to see what happens if it turns into TikTok
It's the circle of life, social media style.
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Peter Kafka @pkafka.bsky.social · 08/07/2026
You may think the NYT didn't adequately prepare readers for the consequences of a Trump victory in 2024. Joe Kahn, the paper's top editor, disagrees. From his Channels chat with me: podcasts.apple.com/us/podcast/c...
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Bryan Curtis @bryancurtis.bsky.social · 17/06/2026
New PRESS BOX: Trump's UFC Birthday Party Vance's Book Tour World Cup Takes Mike Breen + the Knicks PLUS: Fox-Roku and Rupert's NFL Gambit w/ @pkafka.bsky.social open.spotify.com/episode/77Qz...
open.spotify.com
World Cup Takes and Trump’s UFC Birthday Party. Plus, Peter Kafka on Fox and Roku.
The Press Box · Episode
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Peter Kafka @pkafka.bsky.social · 25/06/2026
Why the Apple AI price hikes matter, even if you don't need a new MacBook: "Tech usually succeeds by bringing people something new or making something radically cheaper. Now tech says the same stuff you bought yesterday costs much more today." New from me: www.businessinsider.com/apple-ai-pri...
businessinsider.com
Apple just told consumers they need to foot the bill for AI data centers
AI might be awesome in the future. Right now, it's making things more expensive.
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Peter Kafka @pkafka.bsky.social · 15/06/2026
There's a world where US regulators really scrutinize a $22b deal that gives a big media company control of a big distribution company. Luckily for the Murdochs we don't live in that world. www.businessinsider.com/murdoch-roku...
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Josh Sternberg @joshsternberg.com · 10/06/2026
"It is the rare media story that has broken containment." @pkafka.bsky.social interviews @brianstelter.bsky.social about the CBS of it all. www.businessinsider.com/bari-weiss-b...
businessinsider.com
CNN's Brian Stelter on Bari Weiss, CBS News and David Ellison: 'They have eroded trust.'
Bari Weiss may be right to want to remake CBS News, says CNN's media analyst. But she could be "doing the right things, maybe in the wrong ways."
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Tariq Panja @tariqpanja.bsky.social · 10/06/2026
“For the past year, FIFA, has leased an office on the 17th floor of New York’s Trump Tower that has sat all but empty. The rent goes to President Trump’s family business, but the space sits largely idle. Paying rent to the Trumps was the choice of Gianni Infantino.” www.nytimes.com/2026/06/09/w...
nytimes.com
A Yearslong Effort to Woo Trump Culminates With the World Cup
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Peter Kafka @pkafka.bsky.social · 02/06/2026
Paramount won't tell me why its top lawyer says some people who don't like the Warners deal are antisemites. So I took a guess. www.businessinsider.com/paramount-la...
businessinsider.com
Paramount's top lawyer says some people who don't like the Warner Bros. deal are antisemitic
Paramount's deal to buy Warner Bros. still needs regulators' approval, so it's striking to see him link some opponents of the tie-up to antisemitism.
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Peter Kafka @pkafka.bsky.social · 20/05/2026
Excerpts for people in the "text space": www.businessinsider.com/jim-bankoff-...
businessinsider.com
Why did James Murdoch buy Vox Media's podcast business, but not some of Jim Bankoff's other properties?
James Murdoch is buying Vox's podcast business, and New York Magazine. Why not the rest?
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Peter Kafka @pkafka.bsky.social · 20/05/2026
New: My deeply conflicted conversation with Vox Media's Jim Bankoff about selling half his company - including the part I work with - to James Murdoch. My main q: What does it tell us when a podcast network is the thing media buyers really want? podcasts.apple.com/us/podcast/c...
podcasts.apple.com
Channels with Peter Kafka
Business News Podcast · Updated Weekly · Media and tech aren’t just intersecting — they’re fully intertwined. And to understand how those worlds work, and what they mean for you, veteran journalist Pe...
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Peter Kafka @pkafka.bsky.social · 13/05/2026
Bonus chat at the end: Why Charlie has reluctantly returned to posting over at...
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Peter Kafka @pkafka.bsky.social · 13/05/2026
Very belated news: Last week I talked to the Atlantic's excellent @cwarzel.bsky.social about all the things: Why AI slop may not be inevitable; why Charlie jumped face-first into YouTube; working in old media, then Substackland and back to old media, and more. podcasts.apple.com/us/podcast/c...
podcasts.apple.com
The Internet’s Let-It-Rip Era, With The Atlantic's Charlie Warzel
Podcast Episode · Channels with Peter Kafka · May 6 · 1h 4m
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Peter Kafka @pkafka.bsky.social · 12/05/2026
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 were great until they weren't. www.businessinsider.com/buzzfeed-why...
businessinsider.com
Byron Allen wanted to own Paramount. He's buying BuzzFeed instead.
BuzzFeed was supposed to be the future of media. But that future wasn't supposed to be a last-ditch sale.
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Peter Kafka @pkafka.bsky.social · 08/05/2026
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? www.businessinsider.com/murdoch-trum...
businessinsider.com
Why Rupert Murdoch is asking Donald Trump for help fighting the NFL
Rupert Murdoch's Fox depends on the NFL for ratings. And he's worried that streaming deals will give the NFL even more leverage.
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Christopher Mims @mims.bsky.social · 03/05/2026
Who's going to buy into the gigantic IPOs of companies with no profits and questionable paths to profitability, such as SpaceX and OpenAI? You will, through your employer's retirement plan, writes @jmackin2.bsky.social www.wsj.com/finance/stoc...
wsj.com
Stock Indexes Are Contorting Themselves to Include SpaceX and OpenAI
Index funds holding trillions of dollars of 401(k)s and other investments are rushing to change their rules as the IPOs of SpaceX, OpenAI and Anthropic draw closer.
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Peter Kafka @pkafka.bsky.social · 01/05/2026
I talked with the excellent @ftrain.bsky.social 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: www.businessinsider.com/ai-code-vibe... Whole pod on Channels: podcasts.apple.com/us/podcast/c...
businessinsider.com
Paul Ford wrote the seminal story on coding. Now, he's blown away by AI.
Coder and writer Paul Ford says he's blown away by the work AI can do in software now. "It's a very shocking moment."
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Peter Kafka @pkafka.bsky.social · 27/04/2026
Donald Trump owns Truth Social. But when his wife wanted to use the power of the White House to silence Jimmy Kimmel, she relied on Elon Musk's X. New from me: www.businessinsider.com/melania-trum...
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Peter Kafka @pkafka.bsky.social · 13/04/2026
The New Yorker's excellent Sam Altman profile asks if Altman can be trusted. I had another question: Why is Altman always described as having Steve Jobs-like persuasive powers, when he doesn't project that way in public? Ronan Farrow's take, on Channels: podcasts.apple.com/us/podcast/c...
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Peter Kafka @pkafka.bsky.social · 02/04/2026
Hundreds of millions for a tech bro podcast with a small audience? Yes. And I can even squint and see the logic: www.businessinsider.com/why-openai-b...
businessinsider.com
Why OpenAI bought a talk show
A head scratcher that isn't. And a vote for the value of live-streaming.
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Jer @jerdem.bsky.social · 27/03/2026
Excellent @pkafka.bsky.social Channels podcast about prediction markets. Don’t call it the Wild West but it’s definitely the Wild West. overcast.fm/+AAQL2d_OUY8
overcast.fm
Why Prediction Markets Are Turning Everything Into a Bet — Channels with Peter Kafka
Prediction markets are suddenly everywhere: in sports, in politics, in the media business — and, depending on who you ask, they’re either a useful forecasting tool or just gambling with better brandin...
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Peter Kafka @pkafka.bsky.social · 27/03/2026
Prediction markets are going to change the world. Or they're just going to be a way to do legal-ish sports betting in places where sports betting isn't legal. Or both? Wired's excellent @knibbs.bsky.social helps me think through it all on this week's Channels. podcasts.apple.com/us/podcast/c...
podcasts.apple.com
Why Prediction Markets Are Turning Everything Into a Bet
Podcast Episode · Channels with Peter Kafka · March 25 · 46m
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Peter Kafka @pkafka.bsky.social · 26/03/2026
"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 for a bit. New from me: www.businessinsider.com/openai-sam-a...
businessinsider.com
OpenAI's Sam Altman changes his mind, a lot. That's a problem.
What do you call a giant, world-changing company that pivots like a small startup?
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Peter Kafka @pkafka.bsky.social · 25/03/2026
Periodic reminder that Twitter has one owner and one CEO and one head of product and they are all the same person. New from me: www.businessinsider.com/elon-musk-x-...
businessinsider.com
Elon Musk pauses X product head Nikita Bier's plan to improve X
Elon Musk's head of product had a good idea that might have made X a better platform. Then his boss found out.
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Peter Kafka @pkafka.bsky.social · 11/03/2026
I talked to @mattbelloni.bsky.social about Sunday's Oscars, the future of Hollywood, and why he thinks David Ellison wants to build a new Fox News: Excerpts here: www.businessinsider.com/oscars-predi... Full chat on Channels: podcasts.apple.com/us/podcast/c...
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Matt Zoller Seitz @mattzollerseitz.bsky.social · 08/03/2026
THREAD: I got laid off from NYMag/Vulture after 14 years. The family lost 75% of income + medical. Now mzs.press bookstore, once a side project. is do-or-die for Judith & I. I feel weird telling you this because others are doing much worse. But if you could like or share this, we'd be so grateful!
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Peter Kafka @pkafka.bsky.social · 05/03/2026
Paramount won't say if it's using $24 billion in Gulf money to help buy WBD. If that *did* happen? Just part of being a "global company", says RedBird's Gerry Cardinale, the Ellison family's favorite private equity guy: New from me via Puck's Matt Belloni: www.businessinsider.com/paramount-gu...
businessinsider.com
Paramount ally RedBird says using Middle East money to help buy Warner Bros. could be a good idea
RedBird Capital's Gerry Cardinale is helping the Ellisons buy Warner Bros. He says using Gulf state money to finance the deal could be a good thing.
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Peter Kafka @pkafka.bsky.social · 02/03/2026
Last year the Ellisons were going to use $24 billion in Gulf state money to help Paramount buy WBD. Is that still happening? Paramount won't say. New from me: www.businessinsider.com/paramount-wb...
businessinsider.com
Saudi Arabia, other Gulf states pledged to invest $24 billion in Paramount's WBD deal. Is that still on?
Saudi Arabia and two other Gulf states were going to invest $24 billion to help the Ellisons buy WBD last year. Are those deals still in place?
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Peter Kafka @pkafka.bsky.social · 01/03/2026
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. www.businessinsider.com/netflix-sara...
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Peter Kafka @pkafka.bsky.social · 27/02/2026
New on Channels: A year ago David Ellison ran a "borderline irrelevant film studio." Now he's going to run a media empire. CNBC's Alex Sherman walks us through how we got here and what's next. podcasts.apple.com/us/podcast/c...
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Peter Kafka @pkafka.bsky.social · 27/02/2026
Ding ding
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Peter Kafka @pkafka.bsky.social · 27/02/2026
We can guess why Netflix bailed. But we know the outcome. By me: www.businessinsider.com/why-netflix-...
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Peter Kafka @pkafka.bsky.social · 25/02/2026
A chat with CNN's @brianstelter.bsky.social about Trump's power when it comes to media deals. Which of course includes the future of WBD, which owns CNN: If Trump really wants new ownership for CNN, that means he'll favor Paramount over Netflix.... podcasts.apple.com/us/podcast/c...
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Peter Kafka @pkafka.bsky.social · 24/02/2026
Saying the obvious: If the pro AI argument - this brings massive change! - pans out, that means doomer argument - this brings massive change! - pans out, too. www.businessinsider.com/ai-economy-j...
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Peter Kafka @pkafka.bsky.social · 22/02/2026
It's extraordinary for the President of the United States to tell a company to fire someone he doesn't like. But it's not unusual for Donald Trump. New from me, on the new normal we shouldn't get used to. www.businessinsider.com/trump-netfli...
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Peter Kafka @pkafka.bsky.social · 17/02/2026
Larry and David Ellison have a week to submit a new offer for WBD; then Netflix can respond. WBD says they expect the Ellisons to bid more than $31 a share. www.businessinsider.com/ellisons-war...
businessinsider.com
Warner Bros. Discovery board gives Larry and David Ellison another chance to buy the company.
One of the world's richest men and his son get another shot at the media conglomerate, which includes Warner Bros., HBO and CNN.
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Peter Kafka @pkafka.bsky.social · 09/02/2026
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: www.businessinsider.com/chatgpt-ads-...
businessinsider.com
ChatGPT's advertising era has started. It's rolling out ads to some US users.
A ton of people use ChatGPT but don't pay to use it. Now those free users are about to become revenue-generating users.
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Peter Kafka @pkafka.bsky.social · 08/02/2026
Fun, and correct, to dump on Will Lewis. But if you're not doing the same for Jeff Bezos - the man who owns the business, hired Lewis and made the business worse through his own decisions... www.businessinsider.com/will-lewis-j...
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Peter Kafka @pkafka.bsky.social · 05/02/2026
Hard to remember now but Jeff Bezos and the Washington Post used to get along just great. I talked to longtime Post vet @ErikWemple about what happened to his old paper, and his old owner. Excerpts: www.businessinsider.com/jeff-bezos-w... Whole thing: podcasts.apple.com/us/podcast/c...
businessinsider.com
After Jeff Bezos bought the Washington Post, things went great — for a while. I asked an insider what happened.
After Jeff Bezos bought the Washington Post in 2013, the billionaire was considered a model owner. Not anymore. I asked an insider what happened.
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Peter Kafka @pkafka.bsky.social · 05/02/2026
Blame Jeff Bezos! And, also: We need a business plan for news that doesn't rely on benevolent billionaires. From me: www.businessinsider.com/jeff-bezos-b...
businessinsider.com
Billionaires like Jeff Bezos can save The Washington Post until they decide they won't. We need a better model.
The problem with billionaires like Jeff Bezos owning news properties like The Washington Post is they can decide one day to turn off the spigot.
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Peter Kafka @pkafka.bsky.social · 02/02/2026
The big box office winner from the weekend wasn't "Melania"- $75mm costs, $7mm sales. It was @markiplier, whose "Iron Lung" cost ~ $3 million and grossed $22mm. New from me: www.businessinsider.com/youtube-mark...
businessinsider.com
YouTube star Markiplier made his own movie for much less than "Melania" and beat it at the box office
Hollywood has been waiting to see if a big YouTuber could bring their fans to theaters. It just happened.
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Peter Kafka @pkafka.bsky.social · 30/01/2026
These are times when you have to do what's needed, not what you want. So I went to see Melania. www.businessinsider.com/melania-movi...
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