diffusion models

17 statements across 7 episodes · 12 bullish · 1 bearish · 7 people on the record · first statement Dec 5, 2023 by Dylan Patel · across every show →

Everything said about diffusion models, oldest first

Dec 5, 2023
Assertion Not checkable as stated
Patel: Several companies make tens of millions from adult AI models
“I think there's a couple companies who make, Tens of millions of dollars of revenue from, yeah, from LLMs or diffusion models for porn”
Dylan Patel Dec 5, 2023 ▶ 29:48 The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis
Aug 17, 2024 positive
Insight
Howard: Diffusion should be used to sketch answers before generating tokens
“The idea of, like, there should be a piece of the generative pipeline which is, like, thinking about the answer and coming up with a sketch of what the answer looks like before you start out putting tokens. That's where it kind of feels like diffusion ought to…”
Jeremy Howard Aug 17, 2024 ▶ 1:09:11 Answer.ai & AI Magic with Jeremy Howard
Nov 2, 2024 neutral
Insight
Large Step Sizes in Discrete ODE Solvers Cause Trajectory Errors
“So if this Delta T here is very big, you see it goes, like, far from XT to X minus Delta T, then the error that It can have is very big and that can put it on a different trajectory. So you get the wrong trajectory.”
RJ Honicky Nov 2, 2024 ▶ 25:30 [Paper Club] Intro to Diffusion Models and OpenAI sCM: Simple, Stable, Scalable Consistency Models
Nov 2, 2024 positive
Assertion Supported
Cosine Noise Schedules Eliminate Wasted Backward Steps in Diffusion Models
“They found in this paper that it's actually inefficient, that you end up with a lot of wasted a way wasted backwards process backwards diffusion steps that you don't need and you can cut out a whole bunch of it just by using a cosine schedule.”
RJ Honicky Nov 2, 2024 ▶ 4:44 [Paper Club] Intro to Diffusion Models and OpenAI sCM: Simple, Stable, Scalable Consistency Models
Nov 2, 2024 positive
Insight
Inconsistent Diffusion Trajectories Drive the Need for Consistency Models
“The locations that you're learning are not basically on the same in the, in this latent space. They're not in the same trajectory As each other, right? So they like and this causes a lot of inefficiency, and that's sort of the whole point to this, the, these …”
RJ Honicky Nov 2, 2024 ▶ 9:59 [Paper Club] Intro to Diffusion Models and OpenAI sCM: Simple, Stable, Scalable Consistency Models
Nov 2, 2024 positive
Assertion Supported
Consistency Models Generate High-Quality Images in a Single Pass
“With the regular diffusion models that we all know and love, they have to iterate multiple times generally to generate a good image. Whereas The, these consistency models are designed so they can generate a good image with only one pass through the network.”
RJ Honicky Nov 2, 2024 ▶ 3:22 [Paper Club] Intro to Diffusion Models and OpenAI sCM: Simple, Stable, Scalable Consistency Models
Nov 2, 2024 neutral
Assertion Supported
Probability Flow ODE Traces Maximum Likelihood Path Deterministically in Diffusion
“And then this probability flow ODE is sort of a deterministic version that looks at what is the maximum likelihood path If I started at that trajectory, right?”
RJ Honicky Nov 2, 2024 ▶ 15:08 [Paper Club] Intro to Diffusion Models and OpenAI sCM: Simple, Stable, Scalable Consistency Models
Aug 4, 2025 neutral
Insight
Ermon: Adapting Pretrained Causal LLMs to Diffusion Models Is Difficult
“The challenge is that, yeah, the training objective is quite different because you are training based on denoising as opposed to next token prediction. Diffusion models are not causal and that is also kind of problematic. I mean, it's a big advantage of diffus…”
Stefano Ermon Aug 4, 2025 ▶ 7:29 ⚡️Mercury: Ultra-Fast Diffusion LLMs — Estefano Ermon, CEO Inception Labs
Aug 4, 2025 positive
Insight
Ermon: Diffusion LLMs Can Reuse Standard Architectures and Datasets
“Well, you can use architectures. I think that at least the shapes you, that, that can be leveraged. So you don't have to reinvent and necessarily completely different neural network architectures can, a lot of the data can be used. Like I think perhaps there a…”
Stefano Ermon Aug 4, 2025 ▶ 8:49 ⚡️Mercury: Ultra-Fast Diffusion LLMs — Estefano Ermon, CEO Inception Labs
Aug 4, 2025 positive
Insight
Ermon: Diffusion models excel at infilling due to bidirectional context
“Diffusion models. Not surprisingly, they work pretty well at the infilling where you really need to be able to use context to the left and to the right.”
Stefano Ermon Aug 4, 2025 ▶ 12:01 ⚡️Mercury: Ultra-Fast Diffusion LLMs — Estefano Ermon, CEO Inception Labs
Aug 4, 2025 bullish
Assertion Supported
Ermon: Diffusion LLMs Pareto-dominate autoregressive models on inference efficiency
“On the inference side, what we're seeing is that diffusion models are much more efficient. We're actually able to Pareto dominate autoregressive models. If you think about the typical trade-off between throughput versus latency, which you kind of like cannot, …”
Stefano Ermon Aug 4, 2025 ▶ 14:30 ⚡️Mercury: Ultra-Fast Diffusion LLMs — Estefano Ermon, CEO Inception Labs
Aug 4, 2025 bullish
Prediction Not checkable as stated
Ermon: Power constraints will drive diffusion models to replace frontier LLMs
“If it happens, it's gonna be driven by efficiency. Like we're all constrained by essentially power. And if you have, I mean, at the end of the day, it's all an inference game, right? Okay. Training is expensive, but then the thing that matters is being able to…”
Stefano Ermon Aug 4, 2025 ▶ 23:42 ⚡️Mercury: Ultra-Fast Diffusion LLMs — Estefano Ermon, CEO Inception Labs
Aug 4, 2025 bullish
Prediction Not checkable as stated
Ermon: Diffusion models could become the dominant architecture over autoregressive models
“I'm pretty optimistic about a future where diffusion models Can become the dominant solution. I've seen it happen before with GANs a few years ago, so I wouldn't be surprised if that's the case also here.”
Stefano Ermon Aug 4, 2025 ▶ 18:35 ⚡️Mercury: Ultra-Fast Diffusion LLMs — Estefano Ermon, CEO Inception Labs
Nov 14, 2025 bullish
Insight
Left-To-Right Autoregressive Reasoning Is Suboptimal for AI Code Generation
“Left to right reasoning for code doesn't actually really make sense, because in code, we don't, like, we might sometimes write code left to right, but after you write code, you go up and down and figure out, hey, is this variable set? Did I do this? There are …”
Deedy Das Nov 14, 2025 ▶ 1:06:31 Anthropic, Glean & OpenRouter: How AI Moats Are Built with Deedy Das of Menlo Ventures
Nov 14, 2025 positive
Assertion Not checkable as stated
Diffusion Models Achieve 80% of Autoregressive Quality at One-Tenth the Cost
“Diffusion models today are, I would say, 80 to 90% of the quality at one-tenth the cost and latency.”
Deedy Das Nov 14, 2025 ▶ 1:05:50 Anthropic, Glean & OpenRouter: How AI Moats Are Built with Deedy Das of Menlo Ventures
Feb 25, 2026 positive
Insight
Welling: Diffusion Models Share Exact Mathematics With Non-Equilibrium Stochastic Thermodynamics
“It turns out that the mathematics that we use for diffusion models, but even for reinforcement learning, for Schrodinger bridges, for MCMC sampling, has the same mathematics as this theory, this physical theory of non-equilibrium Systems.”
Max Welling Feb 25, 2026 ▶ 4:59 🔬Max Welling: Materials Underlie Everything
Jun 30, 2026 negative
Assertion Not checkable as stated
Feinberg: GANs failed for protein modeling due to mode collapse before diffusion emerged
“For all the same reasons that those models were really tricky to train for images. Mode collapse was the most famous sort of problem. They didn't work very well for proteins or protein ligand systems. And we sort of had to wait for the right primitive to get c…”
Evan Feinberg Jun 30, 2026 ▶ 1:07:32 🔬 "The Most Innovative Diffusion Research Is Happening in Drug Discovery, Not Image Generation"
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