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Amazon has announced it will no longer rely on non-disclosure agreements when working out data center arrangements with local municipalities. The decision mirrors a step taken by Microsoft earlier in the year. The culture of secrecy around such deals has contributed to growing community resistance to AI infrastructure projects, with opposition sparking hundreds of proposed and passed moratoriums stretching from New York to San Francisco.

At the same time, a growing number of startups are wagering that consumers will eventually grant AI agents access to their inboxes, files, and credit cards — provided those companies can convince websites to open their doors.

Tune in to the full episode for more on:

- The White House's intention to formulate plans through its newly established Super Intelligence Force - Ghost's $3,499 computer designed to run AI agents continuously, and why the Equity team doubts it will ever reach a broad consumer market - Tab, Underdog, and Hark positioning privacy itself as their core product, along with the business model that could transform your agent into a salesperson - United, Apple, and Amazon erecting barriers against outside agents - Lambda's reported $4 billion raise, and the single client responsible for $35 billion of its backlog - Uber's $2. [truncated]

Equity will be recording live at TechCrunch Disrupt on October 27 in San Francisco. Save 25% on your tickets with the code Equity25, and join us on the Builders Stage Tuesday at 9 am. Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You can also follow Equity on X and Threads, at @EquityPod.