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This rumor of companies "cracking RSI" is obviously sensitive to what is meant by RSI. If you mean AI can fully automate all R&D, I call BS - no company has cracked that yet. If you mean AI is accelerating development, then yes obviously the major companies are doing that.
Some rumors I've heard. I'll start with Google, then Anthropic and OpenAI. Google: Insiders say Google has either cracked RSI (recursive self-improvement) or is very close. Their pace has picked up fast in recent months. They went from GPT-5 level to Opus 5.5 level in months, and speculation is that RSI made that possible. Anthropic: About a week ago, Anthropic started a new pretraining run. It is not Fable 5.5 but what would become Fable 6, or something bigger, to catch up to OpenAI's Bel. OpenAI: Bel (it may have another codename) is the model behind the math results OpenAI published a few days ago, and RSI apparently helped there too. From what I'm hearing, OpenAI, Anthropic, and Google are all very close to cracking RSI or already have. It will get scary and exciting at the same time.