If four other labs are six months behind, it really doesn't matter in the long term: in six months, they'll all have these capabilities. Time does not stop moving forward! We haven't seen real moats aside from capital in this space, and even the effect of capital seems to only give a thin, easily eroded edge.
I think the point is that RSI is meant to lead to exponential growth in capabilities. If that comes, then being 6 months behind leads to a greater and greater gap, because of how exponential growth works.
Personally I expect there is some initial gap on new capabilities as they are released, and then it closes quickly. Astra is good at math and 3d modelling, this will come soon to the others and in 6 months we'll be able to run it quantised on a 3090.
