I think there's clearly a "Speed is a quality of it's own" axis. When you use Cereberas (or Groq) to develop an API, the turn around speed of iterating on jobs is so much faster (and cheaper!) then using frontier high intelligence labs, it's almost a different product.
Also, I put together a little research paper recently--I think there's probably an underexplored option of "Use frontier AR model for a little bit of planning then switch to diffusion for generating the rest." You can get really good improvements with diffusion models! https://estsauver.com/think-first-diffuse-fast.pdf
I'm very worried for both.
Cerebras requires a $3K/year membership to use APIs.
Groq's been dead for about 6 months, even pre-acquisition.
I hope Inception is going well, it's the only real democratic target at this. Gemini 2.5 Flash Lite was promising but it never really went anywhere, even by the standards of a Google preview