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.

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?