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Open Models Change The Economics of AI Open Models Change The Economics of AI 58 分 How To Manage Token Costs While Keeping Agentic Goals On Track How To Manage Token Costs While Keeping Agentic Goals On Track 5 分 Jensen Huang: The Mindset That Built NVIDIA Jensen Huang: The Mindset That Built NVIDIA 49 分 PRAGMATA Walkthrough Gameplay Part 1 - INTRO (FULL GAME) PRAGMATA Walkthrough Gameplay Part 1 - INTRO (FULL GAME) 130 分 real eyes realize AI lies real eyes realize AI lies 1 分 DLSS 5 is NOT What We Expected DLSS 5 is NOT What We Expected 19 分 AI News: Microsoft Finally Reveals Their Plan! AI News: Microsoft Finally Reveals Their Plan! 31 分 AI News: OpenAI Absolutely Cooked This Week! AI News: OpenAI Absolutely Cooked This Week! 35 分 My Son Needs a New Laptop My Son Needs a New Laptop 20 分 NVIDIA's Open Source Strategy🤖 NVIDIA's Open Source Strategy🤖 1 分 Lessons From Training Composer At Cursor And Building Meta/Nvidia Compute Clusters | YC Paper Club Lessons From Training Composer At Cursor And Building Meta/Nvidia Compute Clusters | YC Paper Club 77 分 Which of these is the best idea? 🤷‍♂️ #batmobile #batman #engineering Which of these is the best idea? 🤷‍♂️ #batmobile #batman #engineering 1 分 Fastest GPU on the Planet Fastest GPU on the Planet 1 分 Can your iPhone see the back of your head? Can your iPhone see the back of your head? 1 分 The Gaming Market is Starting to Break. The Gaming Market is Starting to Break. 23 分 How The Space Shuttle Worked | Full Documentary How The Space Shuttle Worked | Full Documentary 78 分 This is the Mark 50 Torpedo This is the Mark 50 Torpedo 2 分 Why Deep Holes are So Expensive Why Deep Holes are So Expensive 2 分 Dinosaurs Were Weirder Than We Thought Dinosaurs Were Weirder Than We Thought 21 分 I bought the most CURSED TECH on the internet ft. KSI I bought the most CURSED TECH on the internet ft. KSI 25 分 “The Biggest Android Update Ever” “The Biggest Android Update Ever” 13 分 How to Start a Faceless YouTube Channel in 2026! How to Start a Faceless YouTube Channel in 2026! 18 分 Restoring a Disgusting PlayStation 3 Controller Restoring a Disgusting PlayStation 3 Controller 20 分 Newest addition to my lab 😏 #cnc #3Ddesign #engineering Newest addition to my lab 😏 #cnc #3Ddesign #engineering 1 分 Rate our gaming setup 🎮 #gta6 #gaming #desksetup Rate our gaming setup 🎮 #gta6 #gaming #desksetup 1 分 AI News: OpenAI Just Put the Brakes on AI AI News: OpenAI Just Put the Brakes on AI 33 分 Start an Agency in 2026 (The Right Way) #shorts Start an Agency in 2026 (The Right Way) #shorts 2 分 Anyone Can Make Amazing Games Now (Easy) Anyone Can Make Amazing Games Now (Easy) 29 分 DEAD SPACE REMAKE All Cutscenes (Game Movie) 4K 60FPS Ultra HD DEAD SPACE REMAKE All Cutscenes (Game Movie) 4K 60FPS Ultra HD 159 分 [1645] Getting Into My Wife’s Furry Fanny [1645] Getting Into My Wife’s Furry Fanny 5 分 Hackers infected the wrong girlfriend.... Hackers infected the wrong girlfriend.... 27 分 What If I Fell Into A Black Hole? What If I Fell Into A Black Hole? 20 分 Tank Engines are Weird Tank Engines are Weird 3 分 What Bothers Physicists About Black Holes (Interview with Brian Cox) What Bothers Physicists About Black Holes (Interview with Brian Cox) 74 分 It's way different than you think It's way different than you think 6 分 Scientists Can't Agree On The First Ancient City Scientists Can't Agree On The First Ancient City 26 分 The illusion of the ‘self’ | The Gray Area The illusion of the ‘self’ | The Gray Area 43 分 How Big Other Planets Really Are How Big Other Planets Really Are 1 分 The shoes that broke walking The shoes that broke walking 9 分 The words that reveal how smart you aren’t The words that reveal how smart you aren’t 8 分 Where Is Love Stored in the Body? Where Is Love Stored in the Body? 9 分 Lifting the covers of the #secretgarage Lifting the covers of the #secretgarage 2 分 The Macklemore controversy rocking Ed Sheeran’s tour The Macklemore controversy rocking Ed Sheeran’s tour 3 分 The Napoleonic Wars - OverSimplified (Part 2) The Napoleonic Wars - OverSimplified (Part 2) 32 分 Is this SECRET TUNNEL still a Secret?? Is this SECRET TUNNEL still a Secret?? 1 分 Could this be the cure for Alzheimer’s disease? Could this be the cure for Alzheimer’s disease? 2 分 How do you pray when you don’t believe in God? How do you pray when you don’t believe in God? 3 分 The right’s anti-Muslim midterms strategy The right’s anti-Muslim midterms strategy 2 分 Guess The Biggest Land Animal in Antarctica Guess The Biggest Land Animal in Antarctica 1 分 How Car Dealerships Scam America How Car Dealerships Scam America 18 分 How I Made My 2025 Secret Santa's year THE BEST How I Made My 2025 Secret Santa's year THE BEST 16 分

Open Models Change The Economics of AI

2026 58

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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