It's an improvement, but game changer might be a bit of a stretch. If I lost access to Anthropic or OpenAI models tomorrow, I would be annoyed, but would reach for a slightly inferior model. Last year I wouldnt be able to say the same, and rhe challenge is that the moat is drying up fast. Whether its general improvements in model training by other competitors, or straight up distillation of SOTA models, the moat is shrinking and the available capital and spend for American model providers is going to dry up quickly as competing good enough models are adopted by more consumers.

It's especially the case as more non-Americans look to self hosted models and domestic cloud inference providers using open models that the US providers who are still leading the charge need to drastically drop their prices and find a path to profitability in order to maintain their lead and retain the advantage they had as AI turns into a commodity (which is happening faster than I think even the frontier labs initially predicted).