I think it would be a bit irrational to claim that so broadly. I've met some incredibly talented people in academia and I've also met people that made me question how they even pass.
My hypothesis is that there is not such a big difference at all. All three of the companies you mentioned are world class competitors in this. DeepSeek were the last to have a "hit" but that isn't an indication that they'll be the next of the three (or other yet unknown entities) to have the next hit.
We try to predict what happens next now but perhaps we should rather focus on who or what we want to succeed. For me it's quite clear: it should be open source or I'm long term not that interested.
My hypothesis is that there is not such a big difference at all. All three of the companies you mentioned are world class competitors in this. DeepSeek were the last to have a "hit" but that isn't an indication that they'll be the next of the three (or other yet unknown entities) to have the next hit. We try to predict what happens next now but perhaps we should rather focus on who or what we want to succeed. For me it's quite clear: it should be open source or I'm long term not that interested.