The eleventh hour agreement between Charter and Disney, why Charter was the clear winner but Disney will benefit regardless, and what Charter’s investments say about the future of internet in America. At the end: Reactions to a breakthrough chip from Huawei and SMIC and its potential implications on US-China policy.
To email the show: [email protected])
Charter-Disney Winners and Losers — Stratechery)
The Rise and Fall of ESPN’s Leverage — Stratechery)
Cable’s Last Laugh — Stratechery)
Disney, Charter End Dispute, Restoring ESPN, ABC to 15 Million Households — Wall Street Journal)
The Huawei Mate 60 Pro, 7nm Background, Implications and Reactions — Stratechery Update)
Huawei Teardown Shows Chip Breakthrough in Blow to US Sanctions — Bloomberg)
Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus) for $12/month.
