Ollama CEO: Cloud token usage up 150x this year as Fortune 500 shifts to open models
ycombinator · x · 2026-09-04
Y Combinator reshares its Lightcone Podcast episode with Ollama co-founder and CEO Jeffrey Morgan. Ollama serves 9 million developers and 85% of the Fortune 500. Morgan says the biggest shift is toward open models — driven by coding agents, falling costs, and open capabilities catching up to frontier labs — pushing Ollama Cloud token usage up 150x since January. The talk also covers why 80–90% of enterprise tokens could go open, a local-plus-cloud future, and Ollama's two-year search for the right idea before finding its business model.
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