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Amazon and others are done keeping their data center deals secret | Equity Podcast

Amazon says it will stop using NDAs when negotiating data center deals with local governments, following a similar move from Microsoft earlier this year. Secrecy has fueled community backlash against AI infrastructure, with opposition leading to hundreds of proposed and enacted moratoriums from New York to San Francisco. Meanwhile, a wave of startups is betting…

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Amazon says it will stop using NDAs when negotiating data center deals with local governments, following a similar move from Microsoft earlier this year. Secrecy has fueled community backlash against AI infrastructure, with opposition leading to hundreds of proposed and enacted moratoriums from New York to San Francisco. Meanwhile, a wave of startups is betting that consumers will hand AI agents access to their inboxes, files, and credit cards — if they can get websites to let them in.

On this episode of TechCrunch’s Equity podcast, Anthony Ha, Sean O’Kane, and Rebecca Bellan dig into whether ditching NDAs will change how data center deals get done, why trust may be the real product for personal AI startups, plus a couple of deals of the week.

We’ll see you next week at TechCrunch Disrupt 2026! Get 25% off your tickets with code Equity25, and we’ll see you 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.

Chapters:

00:00 Intro

0:55 Trump’s “superintelligence force” and the great AI rebranding

3:19 Amazon drops NDAs on data center deals

9:17 Why the AI industry has a communication problem

12:51 Personal AI agents: finding money in your inbox

15:27 Ghost’s $3,500 computer built for personal AI

19:16 Trust is the product: privacy-first agent startups

27:36 Lambda’s $4B raise and the neo cloud backlog problem

31:22 Uber’s $2.3B move into catering

35:10 Outro

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CNET

Unboxing Apple’s $149 HomePod Mini 2 in Green

Apple’s new HomePod Mini 2 is equipped with a full-range driver and dual passive radiators, made for 360-degree sound. It measures about 4 inches across, and will come equipped with the S10 chip, which Apple says analyzes music in real time to optimize it. Unbox it with us in their new green color. #unboxing #onemorething…

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18 hours ago

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October 30, 2026

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Apple’s new HomePod Mini 2 is equipped with a full-range driver and dual passive radiators, made for 360-degree sound. It measures about 4 inches across, and will come equipped with the S10 chip, which Apple says analyzes music in real time to optimize it. Unbox it with us in their new green color. #unboxing #onemorething #apple #homepodmini2 #smartspeaker

🎥: Bridget Carey

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CNET

iPhone Duo Livestream: How Many Folds Can Apple’s Phone Take? Day 5

Apple’s iPhone Duo is out and we want to see how durable it is. So we built a robot to fold it 20,000+ times a day to test its limits. How long do you think it will last? 100,000 folds? 200,000 folds? 500,000 folds? Tune in and watch the testing live. We’ll have CNET’s editors…

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20 hours ago

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October 30, 2026

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Apple’s iPhone Duo is out and we want to see how durable it is. So we built a robot to fold it 20,000+ times a day to test its limits. How long do you think it will last? 100,000 folds? 200,000 folds? 500,000 folds? Tune in and watch the testing live. We’ll have CNET’s editors online to answer any of your questions.

Join us weekdays from 10:00 AM – 2:00 PM PT / 1:00 PM – 5:00 PM ET.

Read more about the iPhone Duo Folding Test on CNET.com
The iPhone Duo Is Now in Our Custom-Made Foldable Phone Test Machine. Will It Beat the Galaxy Fold 8?

iPhone Duo Review: Late to the Foldable Party, but It Steals the Show

Check out the 3D Printer Matthew Murray used to print the sled that iPhone Duo is sitting on:
Looking for the Most Accurate 3D Printer? Our Exclusive Testing Reveals One Clear Winner

Video Credits:
Host: Matthew Murray
Producer: Stephen Beacham
Thumbnail Designer: Zooey Liao

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#apple #iphone #iphonefold #iphoneduo #applefoldable #foldablephone #foldable #folding

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Science & Technology

Anthropic’s IPO filing puts the AI business model to the test | Equity Podcast

After weeks of speculation and leaks, Anthropic finally released the S-1 filing for its IPO, showing revenue of $16.3 billion for the first half of 2026, with a net loss of $80.7 billion. At around the same time, former Yahoo CEO Marissa Mayer sparked a backlash after boasting about using her AI app Dazzle to…

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22 hours ago

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October 30, 2026

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After weeks of speculation and leaks, Anthropic finally released the S-1 filing for its IPO, showing revenue of $16.3 billion for the first half of 2026, with a net loss of $80.7 billion.

At around the same time, former Yahoo CEO Marissa Mayer sparked a backlash after boasting about using her AI app Dazzle to answer questions about her daughter for a school presentation.

On this episode of TechCrunch’s Equity podcast, Kirsten Korosec, Sean O’Kane, and Anthony Ha dig into the long-awaited financial details behind one of the industry’s biggest companies, looking at both the enormous opportunities and the many, many risks. They’re also joined by Amanda Silberling to discuss a more basic question facing the industry: Are AI execs too out-of-touch to build products for normal people?

Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify, and all the casts. You can also follow Equity on X and Threads, at @EquityPod.

Chapters:
00:00 Intro
2:47 Marissa Mayer’s Dazzle backlash
8:47 Product problem or messaging problem?
12:46 Anthropic’s S-1
15:09 Revenue growth, losses, and the acquisition spree
20:02 The S-1’s most notable risk factors
23:57 Apollo economist: where’s the AI payoff?
25:36 Bedrock Robotics raises $600M for self-driving excavators
30:12 Rebuild raises $2.1B for domestic manufacturing
34:11 Outro

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