> The noticeable spike [~20 percentage points] in May in the figure above [tool invocations] was largely attributable to one sizable account whose activity briefly lifted overall volumes. The fact that one account can have such a noticeable effect on token usage is kind of insane. And also raises the question of how much token usage is coming from just one or five or ten sizeable accounts.
According to their charts they're at a throughput of something like 7T tok/week total now. At 1$/Mtok, that's 7M$ per week. Less than half a billion per year. How much is that compared to the total inference market? And yet again, their throughput went like 20x in one year, who knows what's to come...