Jensen Huang says AI distillation is 'competition.'
cramer4next
72 points
78 comments
September 28, 2026
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Discussion Highlights (18 comments)
verdverm
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
allears
The remarks of a CEO are self-serving by definition. Otherwise he would be vulnerable to shareholder lawsuits.
bennettpompi1
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.
Papazsazsa
Competition? It's just fair play.
prodigycorp
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.
captainbland
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.
feverzsj
Of course. China buys shit tons of his cards for distillation.
_imnothere
It's mostly stolen goods anyway, who are they to complain about "distillation"?
motoboi
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".
simonw
Jensen Huang sells GPUs to the highest bidder.
rsx88
Given that AI training is pure theft, I don't think this guy has the morals to talk about that.
utopiah
Guy who sells shovels says there is gold everywhere, go figure.
chrsw
Would a 100% compatible and open source CUDA stack be “competition” too?
HarHarVeryFunny
I wonder how the "Chinese AI is all just distillation" folk are going to cope now that the Chinese are all aboard the post-train via agents in custom training environments wagon? Here's Xiaomi's discussion of this, plus their open-sourcing of 7000+ RL training environments. https://www.alphaxiv.org/abs/2609.mimo-scaling-reinforcement... https://mimo.mi.com/docs/en-US/news/latest/v2-6 Who needs a few of someone else's "vacation postcards" of their post-training experience when your agents can go on vacation themselves!
Eliah_Lakhin
Now when the big LLM companies create their products by accumulating a notable portion of copyrighted creative works (including computer programs) from Internet, it does not count as copyright infringement or competition (or "theft"). It is considered as "fair use". So, why training LLMs on other LLMs is not fair use too? > If you don’t like that, if you don’t like people to use your products, all you [have to do is] know your customers, and disable the service Considering the current situation, I understand Mr. Huang point, but that's not how the copyright framework assumed to be working from the beginning. It should protect both small actors (authors) and the big companies from unrestricted use of creative works. Now this mechanism seems to be practically dysfunctional. And a big portion of this lies on shoulders of proponents of permissive OSS, who defend an idea of (almost) unrestricted use of their source code texts for many years, and long before mass LLM scrapping became a thing.
exabrial
As it should be.
drannex
Using a competitors hammer to make your own hammer is a very valid approach. That's just "free-market" capitalism for you.
blini-kot
its good it says "jensen huang says" so we instantly know its not worth reading