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YC 播客：Ollama 云 Token 用量年内增长 150 倍
Y Combinator 播客中，Ollama CEO Jeffrey Morgan 表示，Ollama 被 900 万开发者和 85% 的财富 500 强使用，他观察到向开放模型的转变，由编码代理、成本下降和能力追赶驱动。Ollama Cloud 的 token 用量自年初以来增长了 150 倍。
AI推荐理由 该数据表明开放权重模型在开发者中采用率激增，对 AI 基础设施和模型选择策略有重要指示。
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听起来，我在夏季批次初创公司中注意到的向开放权重模型的转变是一个真实的趋势。
Y Combinator@ycombinator
🦙 [@ollama](https://x.com/ollama) 被900万开发者和85%的财富500强公司使用，这让联合创始人兼首席执行官Jeffrey Morgan ([@jmorgan](https://x.com/jmorgan)) 对人们实际使用哪些AI模型以及这些模型如何变化有了独特的视角。
目前，他看到的重大转变是向开放模型的转变，这由编码代理、成本下降以及能力迅速追赶前沿实验室所推动。在Ollama Cloud上，这一转变使得自年初以来的令牌使用量增长了150倍。
在本期 [@LightconePod](https://x.com/LightconePod) 节目中，Jeff与 [@garrytan](https://x.com/garrytan)、[@snowmaker](https://x.com/snowmaker)、[@sdianahu](https://x.com/sdianahu) 和 [@harjtaggar](https://x.com/harjtaggar) 一起讨论了开放模型的未来以及Ollama背后的故事，从寻找正确想法的两年时间到构建世界上使用最广泛的AI开发者工具之一。
00:43 — 向开放模型的转变
03:03 — AI代理如何推动令牌使用
05:31 — 开放模型是否在迎头赶上？
08:26 — 新模型发布时会发生什么
11:31 — Ollama作为AI的操作系统
14:05 — 模型层之上的新机遇
18:19 — 为什么80-90%的企业令牌可能是开放的
20:57 — 未来是本地和云端的
26:40 — 为什么AI正在回到你的电脑上
28:56 — 无限令牌时代的到来
32:30 — 我们还需要一个“上帝模型”吗？
33:41 — 开放模型与地缘政治
36:14 — Ollama的起源
40:36 — 荒野中的两年
42:39 — 改变一切的转折点
47:02 — Ollama如何找到商业模式
49:43 — 为什么第二次创业的创始人选择了YC
[您的浏览器不支持视频标签。](https://video.twimg.com/amplify_video/2095752948966096896/vid/avc1/3840x2160/fvoBCQbi9YnDYrBw.mp4?tag=29)
[🔗 在Twitter上查看](https://x.com/ycombinator/status/2095883627200659800/video/1)
[🔗 查看引用的推文](https://x.com/ycombinator/status/2095883627200659800)
查看原文（中文正文为 AI 翻译）
It sounds like the shift back toward open weight models that I noticed among the startups in the summer batch is a genuine trend.
Y Combinator@ycombinator
🦙 [@ollama](https://x.com/ollama) is used by 9 million developers and 85% of the Fortune 500, giving co-founder and CEO Jeffrey Morgan ([@jmorgan](https://x.com/jmorgan)) a unique view into which AI models people are actually using and how that’s changing.
Right now, the biggest shift he sees is toward open models, driven by coding agents, falling costs, and capabilities that are rapidly catching up to the frontier labs. On Ollama Cloud, that shift has driven a 150x increase in token usage since the start of the year.
In this episode of [@LightconePod](https://x.com/LightconePod), Jeff joins [@garrytan](https://x.com/garrytan), [@snowmaker](https://x.com/snowmaker), [@sdianahu](https://x.com/sdianahu), and [@harjtaggar](https://x.com/harjtaggar) to talk about the future of open models and the story behind Ollama, from two years of searching for the right idea to building one of the most widely used AI developer tools in the world.
00:43 — The Shift to Open Models
03:03 — How AI Agents Are Driving Token Usage
05:31 — Are Open Models Catching Up?
08:26 — What Happens When a New Model Launches
11:31 — Ollama as an Operating System for AI
14:05 — The New Opportunities Above the Model Layer
18:19 — Why 80–90% of Enterprise Tokens Could Be Open
20:57 — The Future Is Local and Cloud
26:40 — Why AI Is Coming Back to Your Computer
28:56 — The Coming Era of Unlimited Tokens
32:30 — Do We Still Need a “God Model”?
33:41 — Open Models and Geopolitics
36:14 — The Origins of Ollama
40:36 — Two Years Lost in the Wilderness
42:39 — The Pivot That Changed Everything
47:02 — How Ollama Found a Business Model
49:43 — Why Second-Time Founders Did YC
[Your browser does not support the video tag.](https://video.twimg.com/amplify_video/2095752948966096896/vid/avc1/3840x2160/fvoBCQbi9YnDYrBw.mp4?tag=29)
[🔗 View on Twitter](https://x.com/ycombinator/status/2095883627200659800/video/1)
[🔗 View Quoted Tweet](https://x.com/ycombinator/status/2095883627200659800)