Built Ollama into largest developer network for open models (9M developers, 85% Fortune 500); raised $65M Series B led by Tom Tunguz; focuses on US/EU hosting for data sovereignty.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Ollama's gateway model—connecting 9M developers to open models with US/EU hosting for data sovereignty—drives bottom-up enterprise adoption; gap between open and frontier models shrinking as GLM-5.2, Gemma, Nemotron enable long-horizon agentic use cases.
Nvidia's Nemotron 3 Ultra model is 'just amazing' at accomplishing long-running agent tasks, positioning Nvidia as a serious open model provider beyond hardware.
Z.ai's GLM-5.2 achieves highest token volume on Ollama, representing new class of long-horizon agentic open models; potential export controls on Chinese open weights could shift ecosystem to US alternatives (Gemma, Nemotron).