U.S.-Taiwan chip deal, auditing frontier AI, insights from an agentic revolution. Plus: Amazon, ASML, Flipkart, Spotify, Thinking Machines, TSMC.
Good morning. This will be my last edition of this newsletter for a bit. I’m going back on paternity leave.
The great Alexei Oreskovic and team will keep the Fortune Tech machine humming until I return in late March. I’m so grateful to them.
See you on the other side. Have a wonderful weekend. —Andrew Nusca
P.S. We’re off on Monday for Martin Luther King Jr. Day in the U.S. We’ll be back on Tuesday.
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