Anthropic and OpenAI don't have secret sauce

I’ve always had this idea but can’t prove it. I think Anthropic and OpenAI don’t really have any secret sauce, their moat is just scale. Rumor has it Opus has 5T parameters and Mythos/Fable are 10T parameter models, while open models stayed under 1T for a long time. Only recently was that ceiling broken by DeepSeek V4 and now Kimi K3, and we’ve seen a significant jump in performance as parameter size increased. What do you think?