Amazon 放弃数据中心 NDA，AI Agent 则想获得你的信用卡权限

Amazon 表示，在与地方政府协商数据中心项目时，将停止使用 NDA（保密协议）。此举紧随 Microsoft 在今年早些时候作出的类似决定。保密安排加剧了社区对 AI 基础设施的反弹；从纽约到旧金山，反对行动已促成数百项被提出或已生效的暂停令。与此同时，一波创业公司正押注：消费者会允许 AI Agent 访问其收件箱、文件和信用卡——前提是这些公司能让网站允许 Agent 接入。

在本期 TechCrunch Equity 播客中，Anthony Ha、Sean O’Kane 和 Rebecca Bellan 探讨了：放弃 NDA 是否会改变数据中心交易的达成方式；为何信任可能才是个人 AI 创业公司真正的产品；以及本周的几笔交易。

收听完整节目，了解更多内容：

• Ghost 为全天候运行 AI Agent 而打造的售价 3,499 美元的计算机，以及 Equity 团队为何认为它不会走向大众市场。

• Tab、Underdog 和 Hark如何将隐私作为产品卖点，以及一种可能让你的 Agent 变成销售员的商业模式。

• Uber 通过全现金支付 23 亿美元收购 ezCater，进军办公餐饮市场。

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.

Listen to the full episode to hear more about:

• Ghost’s $3,499 computer built to run AI agents around the clock, and why the Equity crew doesn’t see it going mass market

• Tab, Underdog, and Hark pitching privacy as their product, plus the business model that could turn your agent into a salesperson

• Uber’s $2.3 billion all-cash deal to get into the office catering space with ezCater

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.