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What we saw this week wasn't a breakthrough demo, but Silicon Valley and Wall Street joining forces to turn "recursive self-improvement" from a paper paragraph into a check-writing asset class: Recursive Superintelligence emerged with a $4.65B valuation, Isomorphic Labs raised a $2.1B Series B, Claude Mythos hit the 16-hour ceiling on METR, and the White House shifted from sanctioning Anthropic to drafting an "Executive Order bypass". The AGI Realization Tracking Index rose from 4.2 to 4.6.