agi

On June 1, 2026, Anthropic filed confidentially to go public at a $965B valuation while OpenAI's nonprofit Foundation published its case for spending $25B on 'AI resilience.' Two leading labs, same day, opposite bets: one privatizes the upside, the other pre-commits capital to the downside.

At AI Ascent 2026, Pat Grady and Sonya Huang argued long-horizon agents are functional AGI. The new claim is the meta-claim: Sequoia is now writing checks as if commercial AGI already arrived.