In this episode of the Lightcone, Ollama Co-founder Jeffrey Morgan sits down with the hosts to talk about the massive shift toward open models in enterprise, the 150X growth in tokens since the start of the year driven by coding agents, and how Chinese models now dominate cloud token consumption. 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…
Tuesday, September 8
