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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 Jensen Huang: The Mindset That Built NVIDIA Jensen Huang: The Mindset That Built NVIDIA 49 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 DLSS 5.0 is out... kinda. DLSS 5.0 is out... kinda. 1 min Поїхали в Лапландію на Land Rover Discovery 5 в пошуках Санти! Поїхали в Лапландію на Land Rover Discovery 5 в пошуках Санти! 56 min How To Manage Token Costs While Keeping Agentic Goals On Track How To Manage Token Costs While Keeping Agentic Goals On Track 5 min PRAGMATA - This Ending Hit Hard PRAGMATA - This Ending Hit Hard 179 min What Makes Great AI Agents? What Makes Great AI Agents? GTA 6 ПЗДЦ, The Witcher 4, METRO 2039, Успіх STALKER 2, Провал Sony, Days Gone, Клоуни IGN, Rockstar GTA 6 ПЗДЦ, The Witcher 4, METRO 2039, Успіх STALKER 2, Провал Sony, Days Gone, Клоуни IGN, Rockstar 35 min What they don't tell you about iPhone What they don't tell you about iPhone 1 min The New Hunt for the Colossal Squid The New Hunt for the Colossal Squid 19 min iPhone Duo/18 Pro Hands On - I wasn’t ready iPhone Duo/18 Pro Hands On - I wasn’t ready 17 min The Ultimate 2026 Battery Test The Ultimate 2026 Battery Test 12 min Reading StarCloud’s Whitepaper So You Don’t Have To Reading StarCloud’s Whitepaper So You Don’t Have To 22 min They Created A Skin Cancer Vaccine They Created A Skin Cancer Vaccine 1 min The Craziest Experiment Humans Have Ever Built The Craziest Experiment Humans Have Ever Built 18 min Astronauts Are Seeing Weird Things In Space Astronauts Are Seeing Weird Things In Space 1 min The Future Mark Zuckerberg Is Trying To Build The Future Mark Zuckerberg Is Trying To Build 48 min Geothermal Energy is Changing | Quaise Energy Documentary Geothermal Energy is Changing | Quaise Energy Documentary 22 min These AI Hacks Will Get You Ridiculously Ahead of Most People (Q&A) These AI Hacks Will Get You Ridiculously Ahead of Most People (Q&A) 28 min 5 open source tools that replaced my $320/mo AI stack... 5 open source tools that replaced my $320/mo AI stack... 6 min ADRIFT: Alone at Sea | Full Movie | Castaway Survival Drama | Psychological Thriller | English | 4K ADRIFT: Alone at Sea | Full Movie | Castaway Survival Drama | Psychological Thriller | English | 4K 62 min OVERGROWTH — Dead City | Post Apocalyptic Action Thriller | 2026 Full Movie | English | 4K OVERGROWTH — Dead City | Post Apocalyptic Action Thriller | 2026 Full Movie | English | 4K 62 min This AI Found Money I Was Wasting This AI Found Money I Was Wasting 2 min I Restored and Updated This Junk Gameboy Advance I Restored and Updated This Junk Gameboy Advance 22 min Man Builds Tiny VILLA Using Mini Bricks | Incredible DIY Construction Full Process Man Builds Tiny VILLA Using Mini Bricks | Incredible DIY Construction Full Process 28 min Colombia Electrocutes Burglars Colombia Electrocutes Burglars 30 min Stripe buys OpenRouter, Ramp’s AI Index & IBM’s OpenAI deal Stripe buys OpenRouter, Ramp’s AI Index & IBM’s OpenAI deal 36 min AI News: The AI Agent Race Just Exploded AI News: The AI Agent Race Just Exploded 35 min The words that reveal how smart you aren’t The words that reveal how smart you aren’t 8 min How We Built the ISS - Part 2 How We Built the ISS - Part 2 29 min The Insane Engineering of the V-22 Osprey The Insane Engineering of the V-22 Osprey 24 min What your nipple shape says about you What your nipple shape says about you 5 min They’re cooking our brains, for real! #science #pollution They’re cooking our brains, for real! #science #pollution 2 min iPhone 18 Pro - Does variable aperture matter? iPhone 18 Pro - Does variable aperture matter? 1 min The World’s Best Diet Doesn’t Make You Lose Weight The World’s Best Diet Doesn’t Make You Lose Weight 13 min The Hardest Problem AI Ever Solved, with Google DeepMind CEO The Hardest Problem AI Ever Solved, with Google DeepMind CEO 66 min Is the Secret to Treating Schizophrenia in... Engineering? Is the Secret to Treating Schizophrenia in... Engineering? 23 min iPhone Duo Hands On! iPhone Duo Hands On! 2 min Magnet Bikes Magnets are so Powerfull Magnet Bikes Magnets are so Powerfull 1 min IF James Bond lived in a 3 bedroom house IF James Bond lived in a 3 bedroom house 1 min The Terrible Design of Newark Airport The Terrible Design of Newark Airport 17 min What If I Could Stand on a Cloud? What If I Could Stand on a Cloud? 1 min What’s Happened?? #secretgarage What’s Happened?? #secretgarage 2 min Recreating an Ancient Pump (with no moving parts) Recreating an Ancient Pump (with no moving parts) 14 min Concrete's Greatest Weakness is Time Concrete's Greatest Weakness is Time 18 min This Microrobot Wiggles In Your Body This Microrobot Wiggles In Your Body 1 min Name That Infrastructure (Ep. 6) #shorts Name That Infrastructure (Ep. 6) #shorts 1 min The Second Punic War - OverSimplified (Part 1) The Second Punic War - OverSimplified (Part 1) 29 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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