This is the best take. Return on capital is diminishing from intense competition so improvements get hidden away like the gems they are.

1) Frontier labs have no incentive to give the general public their best anymore; it's instantly distilled off of them. Why not charge governments and big corps real money to use the real good stuff instead? 2) So we get distilled-off-frontier public APIs like 5.6 and Fable/Opus. And the open source labs are distilling off of those. 3) There's a lot of benchmark hacking right now among all the publicly available models, actual usability of Opus for coding is far below its benchmarks suggest. 4) But context window, cybersecurity, logical coherence, and tool usage are absolutely better on Fable and Sol. It looks to me their internal tools definitely even better and not plateauing. But we won't get to use it.