might be debatable - but I tend to agree with Dario Amodei on this; my guess is that R1 is 7-10 months behind the internal frontier at the big labs, while having a few small novel tricks.
(But i might err, will be interesting to see the development going forward)
is that a new take? cause so far deepseek was considered as proof for small companies being able to compete with big players like openai ...