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Jensen Huang says AI distillation is 'competition.'

43 pointsby 46m agocnbc.com
24 comments
42m agoHN ↗

Sandy Monroe would likely agree, he tears down cars and sells what he learns, all the big auto companies buy info about competitor cars

Why should Ai be different?

Fortunately open weights are likely to dominate and it becomes a permissionless ecosystem

35m agoHN ↗

The remarks of a CEO are self-serving by definition. Otherwise he would be vulnerable to shareholder lawsuits.

16m agoHN ↗

Don’t know why this is down voted. Jensen Huang has literally made this comment on stage when asked critical questions.

His company has been public longer than you’ve been solvent.

11m agoHN ↗

Because it's a nothing statement. Everything everyone says can be categorized that way.

The shareholder part is also not correct in they way it's being implied.

9m agoHN ↗

No. If a CEO makes self-serving comments that are in their interests, but not the company’s interests, that could be fiduciary misconduct. With that being said, CEOs have a fair amount of latitude in what they can say, since it’s difficult to tell what the “optimal” thing to say at any point would be (see: Tim Cook telling an activist investor to “get out of the stock” if he didn’t like Apple’s environmental initiatives).

The idea that CEOs’ hands are tied, and that they are kept on some sort of short legal leash, is largely (though not entirely) a fiction.

29m agoHN ↗

I think that Jensen's position as the guy selling the proverbial shovels incentivizes him to take a lot of irresponsible positions (namely around safety) but imo he's fundamentally correct here.

14m agoHN ↗

the worst thing I heard him say is that he doesn't think kids should learn their multiplication tables anymore on the Ezra podcast

while I generally agree on his open weight stances, I lost all respect in that moment, everyone of these people are so out of touch

21m agoHN ↗

'Fair play' is a dimension of competition. They aren't orthogonal attributes.

You can compete fairly or unfairly.

In any event, distillation seems to be in a grey enough area that reasonable people can disagree (IMO). It strikes me as more akin to theft than to fair competition, but it doesn't seem like it should be treated as criminal. Rather, I think the onus should be on the labs to defend themselves against it.

All that said, Jensen's take is clearly quite biased.

23m agoHN ↗

Can someone answer this: if anthropic cares so much, why don't they meganerf their thinking summaries (edit: in Claude Code) the way OpenAI does? OpenAI's thinking traces so much that the Codex app doesnt even show them.

22m agoHN ↗

Haven't they already? (at least in the regular chat UI)

19m agoHN ↗

It's not there in the chatui but claude code shows more reasoning than they need to.

im not suggesting that they should, but it's so much more than the garbage both antigravity and codex show to users. seems like a thing a company paranoid about distillation would reign in.

18m agoHN ↗

Thinking traces aren't in the Claude app (at least, not visibly). I assumed it's only available (if at all) via API.

14m agoHN ↗

they dont show thoughts in chat, but they do in code mode.

5m agoHN ↗

Which version are you using? Using code mode in the desktop Claude app, I do not see thinking traces at all, and I don't see any way to toggle it.

21m agoHN ↗

I think it would be totally incoherent to say that copyrighted information is essentially fair game to include in your model but the outputs of your model are privileged against being included in other models.

I'm not sure "competition" is necessarily the right word but I don't think that model creators and their political backers have a leg to stand on when complaining about distillation.

12m agoHN ↗

Edit: I realize I can't justify this and it's an irresponsible comment. Please ignore it.

Original:

Smells like a CEO justifying theft. It is reasonable to believe Wong thinks differently about law breaking, given this article.

Something something legal liabilities something something?

8m agoHN ↗

Which one? Seems like there's a lot of it going about.

13m agoHN ↗

Of course. China buys shit tons of his cards for distillation.

5m agoHN ↗

Expect that the best chips are still banned.

12m agoHN ↗

It's mostly stolen goods anyway, who are they to complain about "distillation"?

8m agoHN ↗

Jensen is borderline comical on his instances of high GPU usage. OpenClaw? "let's do it, it's amazing!", selling GPUs to china "it's of uttermost importance, USA can't afford not selling GPUs to china because other will do", chinese firms burning GPU cycles like hell on american datacenters from openai and anthropic? "this is just competition, let's do this, this is amazing".

8m agoHN ↗

Jensen Huang sells GPUs to the highest bidder.