20VC roundup: Jensen Huang declares AGI has arrived; Thinking Machines targets $40BN valuation
20VC · rss · 2026-09-10
This 20VC episode covers a packed AI agenda:- Jensen Huang declares AGI has arrived; Instinct and GrokBot ignite the AI assistant war.- OpenAI's GPT Astra redefines what AGI means and accelerates the model race alongside Fable 5.1; OpenAI's Chief Scientist calls for enforced AI safety limits.- Tesla launches Cybercabs as Travis Kalanick returns to robotaxis.- Deals: Index pulls out of the Town deal over Instinct conflict; Anthropic abandons its $6BN Descartes acquisition after due diligence; Robinhood earns its first underwriting role in the Oura IPO; Wonderful doubles to $5BN and approves $170M in secondaries; Thinking Machines targets a $40BN valuation in a $6BN round.
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