That seems very unlikely.

Chinese AI vendors specifically pointed out that even a few gens ago there was maybe 5-15% more capability to squeeze out via training, but that the cost for this is extremely prohibitive and only US vendors have the capex to have enough compute for both inference and that level of training.

I'd take their word over someone that has a vested interested in pushing Anthropic's latest and greatest.

The real improvements are going to be in tooling and harnessing.