The YC W2026 batch contained a perfect irony: ARC Prize Foundation, which runs ARC-AGI. Ndea, François Chollet's $43M lab, which designed ARC-AGI. And Confluence Labs, which just scored 97.9% on ARC-AGI-2, a benchmark specifically built to resist LLM shortcuts. All in the same cohort. The benchmark, its creator, and its destroyer, sharing office hours at Y Combinator.
That's not a coincidence. It's a signal that the AI reasoning frontier just moved. Fast.