Colaberry AI Podcast

State of AI: 100 Trillion Token Usage and Dynamics


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What Massive Real-World Data Reveals About How We Actually Use AI

In this episode of the Colaberry AI Podcast, we dive into the “State of AI” report from OpenRouter and a16z, one of the most comprehensive empirical analyses of AI usage ever published—spanning over 100 trillion tokens of real-world interactions. This dataset provides an unprecedented look at how people and organizations truly use large language models, how the market is evolving, and which models are winning which workloads.

The report shows a dramatic shift since late 2024 toward multi-step deliberation inference and the rise of agentic AI systems—models that reason, plan, and execute tasks over multiple steps. Meanwhile, the global ecosystem has diversified: open-weight models are rapidly gaining share, fueled in large part by low-cost, high-performance models from Chinese developers.

User behavior data reveals that most token usage is driven by two dominant categories:

  • Creative roleplay (high-volume consumer use), and
  • Programming and technical assistance (deep, high-context workflows).

This challenges common assumptions that enterprise productivity tasks dominate LLM usage.

The report also identifies the Cinderella “Glass Slipper” Effect”: when users discover a model that perfectly fits their workload, they form stable, loyal cohorts that rarely switch—even when new models appear. This dynamic has major implications for competition, retention, and the future economics of AI.

The study’s cost analysis shows a bifurcated market: premium closed-source models dominate high-value enterprise operations, while cost-efficient open models rule high-volume consumer workloads, signaling a future where AI usage will be shaped by workload-model pairing rather than one “best” model.

🎯 Key Takeaways:
⚡ Analysis spans 100 trillion tokens of real-world LLM usage
🤝 Rapid rise of multi-step reasoning and agentic inference since 2024
🔄 Open-weight models are growing fast—especially from Chinese developers
📜 Creative roleplay + programming assistance drive the majority of token volume
🌍 The “Glass Slipper” effect: perfect workload-model fit creates highly persistent user bases

🧾 Ref:
State of AI – OpenRouter

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Colaberry AI PodcastBy Colaberry