There is an economic asymmetry between having a frontier model that people pay to use vs. being someone paying them so they can keep improving it.
Also, from the outside, we only know about the advances that get shipped/put on servers. Presumably, a lot more promising advances are uncovered than are shipped. Maybe they don't fit the product, maybe they are not ready, or maybe they provide a competitive advantage if used and improved internally without disclosure.
So there is a potential growing development/information/frontier asymmetry, of unknown magnitude and velocity.