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@sharptech.fm

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.

Charter Wins and Does Disney a Favor, Charter and the Broadband Market, SMIC Gets the US Government’s Attention 01:13:11 Share

Sharp Tech with Ben Thompson

Shownotes Transcript

Charter Wins and Does Disney a Favor, Charter and the Broadband Market, SMIC Gets the US Government’s Attention