>The cost of failure at scale is too high for a major to just take a new architecture/mechanism and implement it,

Is it, though? This scrappy startup was able to take a large(-ish) open weights model and adapt it. Why can't the frontier labs do the same cost effectively?

>If they want to get acquired, then they should show that they know what they're doing.

I'm sure they would do so under an appropriate NDA as part of negotiations. I'm not sure why you think a full public disclosure is necessary.