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Open Models Change The Economics of AI Open Models Change The Economics of AI 58 min This Game Is Way Too Good To Ignore… PRAGMATA (Walkthrough Gameplay Part 4) This Game Is Way Too Good To Ignore… PRAGMATA (Walkthrough Gameplay Part 4) 101 min 007 FIRST LIGHT Walkthrough Gameplay Part 1 - INTRO (FULL GAME) 007 FIRST LIGHT Walkthrough Gameplay Part 1 - INTRO (FULL GAME) 121 min 10 years of AI reporting | 60 Minutes Marathon 10 years of AI reporting | 60 Minutes Marathon 214 min NVIDIA CEO Jensen Huang's Vision for the Future NVIDIA CEO Jensen Huang's Vision for the Future 64 min IBM’s cloud collab, Meta’s Muse Glimmer & OpenAI’s upcoming Astra model IBM’s cloud collab, Meta’s Muse Glimmer & OpenAI’s upcoming Astra model 37 min This Game Might Be One Of The Best This Year… PRAGMATA (Walkthrough Gameplay Part 5) This Game Might Be One Of The Best This Year… PRAGMATA (Walkthrough Gameplay Part 5) 115 min How Owning Your Own AI Can Unlock Smarter, More Precise Agents How Owning Your Own AI Can Unlock Smarter, More Precise Agents PRAGMATA - This Ending Hit Hard PRAGMATA - This Ending Hit Hard 179 min NEW DLSS 5 Redesign Official First Look | Real-Time Neural Rendering & Photorealism Tech Demo NEW DLSS 5 Redesign Official First Look | Real-Time Neural Rendering & Photorealism Tech Demo 16 min DLSS 5 is NOT What We Expected DLSS 5 is NOT What We Expected 19 min This Mouse is WEIRD This Mouse is WEIRD 1 min The Solar Powered Aptera EV 👀 The Solar Powered Aptera EV 👀 2 min What’s the Most Cost Effective Tech Upgrades What’s the Most Cost Effective Tech Upgrades 1 min I Escaped the Apple Ecosystem - It Backfired I Escaped the Apple Ecosystem - It Backfired 17 min The Problem with Geothermal Energy The Problem with Geothermal Energy 2 min The New Hunt for the Colossal Squid The New Hunt for the Colossal Squid 19 min This Microrobot Wiggles In Your Body This Microrobot Wiggles In Your Body 1 min How many LTT MCM Arches can hold a PC? How many LTT MCM Arches can hold a PC? 1 min I Wrote a NEW Sci-Fi with Project Hail Mary Author Andy Weir I Wrote a NEW Sci-Fi with Project Hail Mary Author Andy Weir 60 min China’s Plan to Block All Submarines China’s Plan to Block All Submarines 21 min One headbutt and we're all gone 😅 #engineering #wolverine #marvel One headbutt and we're all gone 😅 #engineering #wolverine #marvel 1 min We need to talk about the Hank Green situation We need to talk about the Hank Green situation 53 min Primitive Technology: Portable pulley blower Primitive Technology: Portable pulley blower 15 min Surreal AI Film • If I Had Another Life, I’d Find You Again (4K) Surreal AI Film • If I Had Another Life, I’d Find You Again (4K) 9 min I Was Shocked How Easy This Agent Was To Use I Was Shocked How Easy This Agent Was To Use 2 min I put the NEWEST CPU in the OLDEST Motherboard I put the NEWEST CPU in the OLDEST Motherboard 14 min Have a Pole? Need a Hole! (LATITY-017) Have a Pole? Need a Hole! (LATITY-017) 14 min AI News: Claude's New Browser, Spotify Gets AI & OpenAI's New Hardware AI News: Claude's New Browser, Spotify Gets AI & OpenAI's New Hardware 24 min What is a PREVIZ and how do you create one with AI? What is a PREVIZ and how do you create one with AI? 1 min Power Lines at Knee Level? Campfire with AA Battery?! (LATITY-016) Power Lines at Knee Level? Campfire with AA Battery?! (LATITY-016) 18 min The Fungus You Should Actually Be Worried About The Fungus You Should Actually Be Worried About 18 min How Tech Companies Lie to You. How Tech Companies Lie to You. 25 min Swimming Against Man-Made Waves Swimming Against Man-Made Waves 1 min $10,000 Power Washer! $10,000 Power Washer! 1 min The Best TINY Tech on the Internet! The Best TINY Tech on the Internet! 20 min 30 Day Body Transformation 30 Day Body Transformation 2 min The Dark Side of the World’s Lightest Structural Metal The Dark Side of the World’s Lightest Structural Metal 16 min What If I Could Stand on a Cloud? What If I Could Stand on a Cloud? 1 min Why Gravity Is A Lie, explained in Zero G Why Gravity Is A Lie, explained in Zero G 23 min Editing Your DNA, with Nobel Prize Winner Dr. Jennifer Doudna Editing Your DNA, with Nobel Prize Winner Dr. Jennifer Doudna 54 min Angie Nixon’s playbook to be Florida’s next senator | America, Actually Angie Nixon’s playbook to be Florida’s next senator | America, Actually 35 min I Paid a Taxi $10,000 to See How Far it Takes Me! I Paid a Taxi $10,000 to See How Far it Takes Me! 1 min Every Pickup needs this!! Every Pickup needs this!! 1 min Magnet Bikes Magnets are so Powerfull Magnet Bikes Magnets are so Powerfull 1 min Thunderquakes Let Us Find Secrets Underground Thunderquakes Let Us Find Secrets Underground 1 min Name That Infrastructure (Ep. 15) #shorts Name That Infrastructure (Ep. 15) #shorts 1 min Name That Infrastructure (Ep. 3) #shorts Name That Infrastructure (Ep. 3) #shorts 1 min The right’s anti-Muslim midterms strategy The right’s anti-Muslim midterms strategy 2 min The Massive Machine Hidden in the Deep Ocean The Massive Machine Hidden in the Deep Ocean 16 min The Pig War - OverSimplified The Pig War - OverSimplified 39 min

Open Models Change The Economics of AI

2026 58 min

Ollama (YC W21) is used by 9 million developers and 85% of the Fortune 500, giving co-founder and CEO Jeffrey Morgan a unique view into which AI models people are actually using and how that’s changing. Right now, the biggest shift he sees is toward open models, driven by coding agents, falling costs, and capabilities that are rapidly catching up to the frontier labs. On Ollama Cloud, that shift has driven a 150x increase in token usage since the start of the year. In this episode of the Lightcone, Jeff joins us to talk about the future of open models and the story behind Ollama, from two years of searching for the right idea to building one of the most widely used AI developer tools in the world. Apply to Y Combinator: https://www.ycombinator.com/apply Work at a startup: https://www.ycombinator.com/jobs 00:00 — Intro 01:16 — Who's Actually Using Open Models? 02:13 — Is It All About Cost? 03:31 — The Token Usage Explosion 05:31 — Fine Tuning: Hype Cycle or Here to Stay? 07:27 — Where Open Models Beat Claude 08:26 — Launching Models at Scale 11:31 — Olama as the OS Layer 13:58 — Hidden Layers Between Model and App 17:28 — Open vs. Closed: The Steady State 20:41 — Local vs. Cloud Models 23:12 — Why Chinese Models Dominate Cloud 24:00 — NVIDIA's Open Source Play 26:03 — The Return to Local 27:15 — Getting GPUs Is Hard 29:16 — The Flash Model Revolution 31:35 — God Model vs. Orchestration 33:37 — The Geopolitics Question 36:14 — From Docker to Ollama 37:12 — Applied to YC With the Wrong Idea 40:36 — Lost in the Wilderness for Two Years 42:15 — The Pivot That Changed Everything 44:49 — 100K GitHub Stars, No Revenue 47:40 — How Do You Monetize Open Source? 49:43 — Why Do YC as a Second-Time Founder? 51:49 — What Seeing "Good" Actually Does for You 53:38 — Old DevOps Rules That Don't Apply Anymore

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