OpenRouter agents now out-consume humans as AI usage arrives in three waves

AccBalanced · x · 2026-09-11

Investor ttunguz argues AI consumption doesn't follow a smooth extrapolatable curve but arrives in three waves, each an order of magnitude larger than the last. Key datapoint: on February 6, 2026, agents on OpenRouter consumed more tokens than humans — and never gave back the lead. The second wave has broken; the third is on the horizon.

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