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I don't think it's a good comparison given Inception work on software and Cerebras/Groq work on hardware. If Inception demonstrate that diffusion LLMs work well at scale (at a reasonable price) then we can probably expect all the other frontier labs to copy them quickly, similarly to OpenAI's reasoning models.

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Definitely depends on what you're buying, maybe some of the audience here was buying Groq and Cerebras chips? I don't think they sold them but can't say for sure.

If you're a poor schmoke like me, you'd be thinking of them as API vendors of ~1000 token/s LLMs.

Especially because Inception v1's been out for a while and we haven't seen a follow-the-leader effect.

Coincidentally, that's one of my biggest questions: why not?

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