There is no real evidence that we'll reach AGI any time soon. It relies on AI continuing to scale, and we have no proof that will continue to be possible.
There is an alternative interpretation, which is that Demis looked at the US government's ham-fisted handling of Fable, and deciding that setting up a body to act as a buffer between the Trump admin and the AI companies would be a good thing.
Or Demis realizes self-hosted models are a threat to frontier lab margins, and gating access to the US market is beneficial to the cartel based on whatever post-hoc arguments he can come up with.