My conspiracy theory is that they are equal in the race because they are sharing the same model.

From the technical report https://cdn.openai.com/papers/gpt-4.pdf : "Given both the competitive landscape and the safety implications of large-scale models like GPT-4, this report contains no further details about the architecture (including model size), hardware, training compute, dataset construction, training method, or similar."

I could tell you but then I would have to kill you. :-p