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Open Models Change The Economics of AI Open Models Change The Economics of AI 58 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 5.0 is out... kinda. DLSS 5.0 is out... kinda. 1 min 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 min Ethernet is DEAD?? Mac Studio is 100x FASTER!! Ethernet is DEAD?? Mac Studio is 100x FASTER!! 34 min How Lifelike AI Became Amarillo's Face — And A New Gateway To City Services How Lifelike AI Became Amarillo's Face — And A New Gateway To City Services 4 min Jensen Huang: The Mindset That Built NVIDIA Jensen Huang: The Mindset That Built NVIDIA 49 min AI News: OpenAI Made a Massive Move Against NVIDIA AI News: OpenAI Made a Massive Move Against NVIDIA 30 min This Small AI Will Change Everything This Small AI Will Change Everything 4 min What Makes Great AI Agents? What Makes Great AI Agents? STALKER 2, GTA 6, Клоунада PlayStation, DLSS 5 Слоп, Far Cry 7, ПЗДЦ Game Pass Wolverine The Witcher STALKER 2, GTA 6, Клоунада PlayStation, DLSS 5 Слоп, Far Cry 7, ПЗДЦ Game Pass Wolverine The Witcher 44 min Taser Knife Fighting at Open Sauce 2026 Taser Knife Fighting at Open Sauce 2026 12 min Samsung S26 Ultra Hands on - What's ACTUALLY New? Samsung S26 Ultra Hands on - What's ACTUALLY New? 15 min DeepSeek Just Made Closed AI Look Ridiculous DeepSeek Just Made Closed AI Look Ridiculous 6 min Cooked by a CHARGING CELLPHONE! ElectroBOOM Crew EXPOSED!!! (REUPLOAD of LATITY-004) Cooked by a CHARGING CELLPHONE! ElectroBOOM Crew EXPOSED!!! (REUPLOAD of LATITY-004) 11 min iPhones are changing colour! iPhones are changing colour! 1 min The Future of Trivia Gaming #electronics #trivia #experience #funny The Future of Trivia Gaming #electronics #trivia #experience #funny 2 min Top 5 Android 17 Features: I Swear It's New! Top 5 Android 17 Features: I Swear It's New! 10 min 5 Pros and Cons of Apple's New Foldable Phone 5 Pros and Cons of Apple's New Foldable Phone 2 min I Investigated IKEA’s Suspiciously Cheap Tech I Investigated IKEA’s Suspiciously Cheap Tech 18 min Better Instructions, Better AI Results Better Instructions, Better AI Results 1 min Octopus vs Underwater Maze Octopus vs Underwater Maze 18 min AI News: The New Model That's As Good As Fable AI News: The New Model That's As Good As Fable 20 min The Wind Before the Name | 4K AI Concept Trailer #FutureVisionXPRIZE The Wind Before the Name | 4K AI Concept Trailer #FutureVisionXPRIZE 4 min wHeRE's tHe PowEr ArmOR? 😵‍💫🤖 #fallout #engineering #videogames wHeRE's tHe PowEr ArmOR? 😵‍💫🤖 #fallout #engineering #videogames 1 min What AI tools should you use to grow your business? Comment STACK for the list. What AI tools should you use to grow your business? Comment STACK for the list. 1 min My bed is basically a JARVIS at night 💤 #eightsleep #sleepingpod #engineering My bed is basically a JARVIS at night 💤 #eightsleep #sleepingpod #engineering 1 min TOMBSTONE vs ORBITRON (VIDEO #6/6) TOMBSTONE vs ORBITRON (VIDEO #6/6) 15 min Why OpenAI is calling for a ‘cyber defense surge.’ Plus: Find Evil! winners and TeamPCP losers Why OpenAI is calling for a ‘cyber defense surge.’ Plus: Find Evil! winners and TeamPCP losers 30 min The Force is strong with this build. The instructions are not #tbt  #hacksmith #makeitreal #starwars The Force is strong with this build. 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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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