

Charter Wins and Does Disney a Favor, Charter and the Broadband Market, SMIC Gets the US Government’s Attention
12 snips Sep 12, 2023
Charter and Disney reached an agreement that benefits both parties, highlighting Charter's win and the potential of rebundling failed streaming services. The podcast also discusses ESPN's strategy of selling its service to internet TV providers and Charter's advancements in the broadband market. Additionally, it explores China's progress in chip technology and the geopolitical situation between the US and China, focusing on sanctions and chip development. The skewed incentive structure in systems without effective market feedback loops and the violation of US sanction rules by SMIC are also discussed.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Charter and Disney Deal: A Win-Win Partnership
01:52 • 26min
ESPN, Spectrum, and Charter: The Changing Landscape of Cable and Streaming
28:05 • 14min
Adapting to Challenges and Focusing on Better Broadband Service
42:11 • 4min
China's Advancement in Chip Technology
46:00 • 10min
Geopolitical Situation, Sanctions, and Chip Development
56:26 • 2min
The Dangers of Market Feedback Loops
58:12 • 9min
SMIC's Violation of US Sanction Rules and Consequences
01:06:58 • 6min