The Information's TITV Meta’s Six-Gigawatt Compute Deal with AMD, Notion Launches Custom Agents, Anthropic’s Safety Tests
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Feb 24, 2026 
Bradley Tusk, startup investor and regulatory strategist; Rocket Drew, AI and robotics reporter; Sarah Sachs, Notion’s AI lead; Austin Lyons, AI hardware analyst. They discuss Meta’s six-gigawatt AMD compute deal and its market implications. Notion’s launch of custom agents, integrations, governance and usage-based pricing. Anthropic’s wide-ranging research into rogue agents and safety testing.
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Big Deals Shrink Some Niches But Create Others
- Big vendor deals encroach on startups but do not eliminate niches; startups can still target hyper‑tuned workloads like ultra‑low latency or cost.
- Lyons highlights AMD moving toward chiplet customization, blurring lines with specialist startups.
Charge For Third Party Agent Access To Customer Data
- SaaS vendors should monetize third‑party agent access instead of being passive pipelines for customer data.
- Kevin McLaughlin points to HubSpot signaling it will track and charge for third‑party use of HubSpot customer data.
System Of Record Vendors Have Leverage Over Agent Access
- System‑of‑record vendors have both security and commercial justifications to limit third‑party exports of customer data.
- Kevin McLaughlin notes vendors may pause access citing security while protecting their commercial interests.