What an amazing interview with @jmorgan, Co-Founder & CEO of @ollama! 8.9M developers use Ollama every month, and today we asked Jeff why Fortune 500 companies are quietly switching to open models. Come break it down with us. Link in comments.

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 0:43 PayPal - Pay zero processing fees on your first $100K in eligible PayPal payment volume. Learn more at paypal.launch.co 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 🎥 Watch the full episode here 👇

Does Gemini 4 Argon put Google back on the AI frontier? Early tests suggest it gets close to Opus 5.5 quality for a fraction of the cost. Find out more in our Substack. Link in comments.

We break down a viral Claude cost hack in our TWiAI Substack. Link in the comments.

Anthropic shipped a number of Claude tools this week. Dashboards emerged as the biggest shift for enterprises, but most of the social media and YouTube buzz from testers and builders was focused on Claude Motion. We break it down in our Substack. Link in comments.

The OpenAI Decisions API has CHALLENGED viral upstart Jev. Find out who wins in a head-to-head match-up. Substack link in comments.

Google dropped Nano Banana 2.1 — part of the company’s Gemini 3 series — on Tuesday, with a simple pitch: better images for less money. Learn more in our TWiAI substack. Link in comments.

New episode out today with Vibhav Viswanathan, Founder of Pascal. Investment analysts spend their days pulling KPIs out of filings, updating models, and drafting memos. Vibhav's agents do that work in minutes instead of days. 25+ firms across the US already use Pascal, including a top-3 global asset manager with over $1T in AUM. His goal is a fully autonomous investment research firm. Interview link in comments.

The grid has room for far more AI data centers if they slow down, even just a few days a year. Varun Sivaram of Emerald AI joins Jason to discuss a London data center that powered down at halftime of a big soccer match, how China is adding power ten times faster than the US, and why even Texas has paused new data center hookups. PLUS, Vibhav Viswanathan of Pascal AI shows us how his software gives AI agents working for hedge funds an institutional memory. @jason @vsiv @EmeraldAI_ @pascalailabs 0:00 Why data centers suddenly became unpopular 2:46 Batteries vs. throttling GPUs vs. moving workloads 4:11 Why utilities still pick up the phone 4:52 The London teakettle test at football halftime 5:56 Throttling AI workloads without users noticing 10:40 How much spare room the grid really has 13:32 The grand bargain, a fast pass onto the grid 17:23 Why America can't out-build China on power 20:39 Why off-grid and space data centers worry Varun 27:37 Are state data center moratoriums performative? 29:45 Pascal AI, AI agents for hedge funds and asset managers 35:12 How Pascal differs from ChatGPT and Claude 38:54 The proprietary data frontier models can't see 42:20 Will AI replace hedge fund analysts? 🎥 Watch the full episode here 👇