I am not sure which part you are interpreting as underestimation or whatever? Quite the opposite: I claim the difference arises from a difference in strategies, not from intrinsic differences in ability.

Also I was responding to a claim about what will happen in less than 6 months (that’s about the edge of what you can meaningfully say too much about in this field).

These strategies take materially different resources; it’s not an overnight decision made by leadership. I suppose there is a natural experiment ongoing at Meta regarding this, it seems they recently moved a number of people into a division to produce such data overnight. So we will find out soon how quick they climb the leaderboards.