The economics pushing AI toward open models

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.

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