the trend I've seen is that none of these companies are behind in concept and theory, they are just spending longer intervals baking a more superior foundational model

so they get lapped a few times and then drop a fantastic new model out of nowhere

the same is going to happen to Google again, Anthropic again, OpenAI again, Meta again, etc

they're all shuffling the same talent around, its California, that's how it goes, the companies have the same institutional knowledge - at least regarding their consumer facing options