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Open Models Change The Economics of AI

Y Combinator — Sep 4, 2026 — interview

Why watch

Y Combinator podcast interview with Ollama CEO Jeffrey Morgan exploring the rapid shift toward open AI models, driven by coding agents, falling costs, and capabilities catching up to frontier labs. Covers Ollama's adoption metrics (9M developers, 85% Fortune 500), the 150x token usage growth on Ollama Cloud, and predictions about open models' future. Essential viewing for developers and product leaders evaluating AI infrastructure decisions.