part 1: the rise of the agent economy - what the data actually shows
LLM usage on @OpenRouter grew ~7x from ~3T to ~20T tokens a week in 12 months
but the volume isn't the story
a year ago, the top apps were chats and conversations
today: the top 4 are all agents - openclaw, kilo code, hermes agent, claude code
2/4 those 4 agents currently burn ~5.6T tokens a week between them
almost 2x what the entire openrouter platform consumed in a week in early 2025
leading the pack: @openclaw, the #1 app on openrouter at over 400B tokens a day. a year ago, it didn't exist
neither did @NousResearch's hermes agent, which went from near-zero to over 100B tokens a day in the last two weeks
3/4 what makes it all economically viable? chinese models
late 2024: chinese models were ~1.2% of all tokens on openrouter.
today: 45%+
minimax, kimi, deepseek, qwen - agent-native models built for tool-calling and long context, priced 15–20x cheaper than claude opus, with benchmark gap at almost 0
no cheap inference - no agent economy
4/4 the agent economy isn't coming. it's already running fast
Nick Trenkler