A razor is a philosophical tool to help decide between options, in the case of Occam it’s a way to decide for something in a situation where multiple options have more or less the same level of plausibility to en your current knowledge. It’s a heuristic to make a “cut”. What are you shaving off?

> Occam's razor: they couldn't make any more substantial improvements.

doesn't sound like a razor at all

Everyone knows both labs have internal models which outperform the frontier. All releases are to match market parity and demand for spend, the rest of the compute is used for training. It's not worth arguing about this.