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Open Models Change The Economics of AI Open Models Change The Economics of AI 58 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 DLSS 5.0 is out... kinda. DLSS 5.0 is out... kinda. 1 min World's Most Advanced HUD | Real Life Power Armor (Part 3/6) World's Most Advanced HUD | Real Life Power Armor (Part 3/6) 25 min What Makes Great AI Agents? What Makes Great AI Agents? How Owning Your Own AI Can Unlock Smarter, More Precise Agents How Owning Your Own AI Can Unlock Smarter, More Precise Agents AI News: OpenAI Absolutely Cooked This Week! AI News: OpenAI Absolutely Cooked This Week! 35 min Jensen Huang: The Mindset That Built NVIDIA Jensen Huang: The Mindset That Built NVIDIA 49 min AI News: Microsoft Finally Reveals Their Plan! AI News: Microsoft Finally Reveals Their Plan! 31 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 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 The Hardest Problem AI Ever Solved, with Google DeepMind CEO The Hardest Problem AI Ever Solved, with Google DeepMind CEO 66 min We Rebranded Linus Media Group to... We Rebranded Linus Media Group to... 13 min Jony Ive Shows The Real Process Behind the Ferrari Luce Jony Ive Shows The Real Process Behind the Ferrari Luce 46 min World's LARGEST headphones! World's LARGEST headphones! 1 min Thunderquakes Let Us Find Secrets Underground Thunderquakes Let Us Find Secrets Underground 1 min The Most Controversial Math Problem Today The Most Controversial Math Problem Today 2 min We bought the most Extreme Gaming Tech! 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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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