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

Sharp Tech with Ben Thompson

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Geopolitical Situation, Sanctions, and Chip Development

The chapter delves into the complex geopolitical situation between the US and China, focusing on sanctions and chip development. It highlights China's dual track strategy and ability to break sanctions as evidence of their long-term investment commitment, contrasting with the US's lack of understanding. The speakers stress the significance of multi-decade investment for achieving genuine independence.

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