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jeff morgan

T2 · manager / operator

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.

3 calls·3 names·100% bull·last heard last month·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$OLLAMAOllamaposition

Ollama raises $65M Series B, 9M developers, 85% Fortune 500 adoption, hosting open models on US/EU servers

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, Neotron enable long-horizon agentic use cases.

TBPN2026-07→
2ndmedium conviction
$NVDANvidia

Neotron 3 Ultra excels at long-horizon agent tasks per Ollama CEO

Nvidia's Neotron 3 Ultra model is 'just amazing' at accomplishing long-running agent tasks, positioning Nvidia as a serious open model provider beyond hardware.

TBPN2026-07→
3rdmedium conviction
$ZHIPUZhipu AI

GLM-5.2 leads Ollama token volume as long-horizon agentic open model from China

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, Neotron).

TBPN2026-07→

most discussed · click a bar to filter

recurring themes

3 total
$NVDA
···
Nvidia
MEDjeff morgan·TBPN·last month
Neotron 3 Ultra excels at long-horizon agent tasks per Ollama CEO
Nvidia's Neotron 3 Ultra model is 'just amazing' at accomplishing long-running agent tasks, positioning Nvidia as a serious open model provider beyond hardware.
"The Neotron 3 Ultra model is just amazing and is able to accomplish some of these longunning Asian tasks."
99:00
$OLLAMA
Ollama
HIGHjeff morgan·TBPN·last month· position
Ollama raises $65M Series B, 9M developers, 85% Fortune 500 adoption, hosting open models on US/EU servers
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, Neotron enable long-horizon agentic use cases.
"we had existing investors participate too like... the power of open source is how fast it can build trust with developers around the world. It ends up a large number of developers…"
94:00
$ZHIPU
Zhipu AI
MEDjeff morgan·TBPN·last month
GLM-5.2 leads Ollama token volume as long-horizon agentic open model from China
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, Neotron).
"with GLM52, we just had another massive moment in open models and you know, by far at least from what we know publicly is the highest token volume of accessing GLM52 and so I'm ex…"
97:00