its essentially the same model being trained continuously 24/7 with the company periodically publishing just a new checkpoint
each new checkpoint can benefit from better reasoning training, RL on specific tasks and more synthetic data
So why do they seem to release around the same time ? my guess is because they time major releases around quarterly earnings, investor meetings and other important business milestones. Once one company announces a major update, the others also have an incentive to ship their latest checkpoint rather than look like they r falling behind.
Sure, they are just checkpoints, that much I guess is obvious. The question is why did they not do frequent releases like this before and why are they making significant jumps in benchmarks so fast and all these companies suddenly falling into that pattern? Earning reports are not to come until end of October, that's not it.