The economics pushing AI toward open models

Jeff Morgan, co-founder and CEO of Ollama, said open AI models are gaining momentum as enterprises and developers seek more control, cost savings, and privacy, with Ollama now used across 80% of the Fortune 500. Morgan discussed the shift toward open models processing the majority of enterprise AI tokens, the hardware evolution bringing data-center-class AI to Apple silicon and Nvidia DGX Spark, and the emergence of new US and European open-model labs.

AI's next power shift isn't gonna happen in a data center. In this episode of The Deep View Conversations, we sat down with Jeff Morgan, co-founder and CEO of Ollama, to explore why open models are gaining momentum, and why enterprises and developers increasingly want more control over their AI. Morgan explains how Ollama grew from a two-week experiment into software used across 80% of the Fortune 500, how the economics of coding agents are pushing teams toward open models, and why cost, privacy and control are becoming decisive advantages. He also breaks down the hardware shift bringing data-center-class AI workloads to Apple silicon, Nvidia DGX Spark and systems powered by AMD, Intel and Qualcomm. The conversation also covers: • How the team behind Docker Desktop came to build Ollama • Why open models could soon process the majority of enterprise AI tokens • The role of harnesses, tool calling, routing and subagents • How Ollama fits into the open-source AI stack and where its business model comes in • Why new US and European open-model labs are emerging • Why companies may need to own and customize their intelligence layer If you’re interested in open models, coding agents, enterprise AI or the shift from cloud-only AI to powerful local systems, this conversation offers a clear look at where the ecosystem is heading. 📺 Watch on YouTube https://www.youtube.com/watch?v=dmtVh9B9DuQ 🎧 Listen in your favorite podcast player https://tdv.transistor.fm/episodes/61-the-economics-pushing-ai-toward-open-models-jeff-morgan Subscribe to Deep View Conversations https://tdv.transistor.fm/ for interviews with the leaders shaping the future of AI, business, and technology: tdv.transitor.fm http://tdv.transitor.fm