Big companies are worried that the frontier labs they rent compute from today could launch the products that compete with them tomorrow. It’s a big reason so many of them now run open models on their own devices. Jeffrey Morgan of Ollama joins Jason to discuss that shift, the million-dollar AI bills nobody can explain, and his bet that most everyday AI work will soon happen right on your desk.
@jason @jmorgan @ollama
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3:11 Why enterprises are getting token shock
4:23 Can you trust the frontier labs with your data
7:06 Why companies want to own their AI stack
8:56 How close are open models to the frontier?
11:57 Running real AI work on your own desk
15:14 The Goldilocks zone and unmetered AI
25:12 Decision models that replace code
29:32 Who makes money when everything gets commoditized
33:19 Why every enterprise is building its own router
35:56 Can you depend on the frontier labs
42:37 Sentient being or powerful software
43:57 Open models, security, and the Hugging Face hack
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