LobsterAI DAU up 83.1% in September as office agents become coding night school
lxfater · x · 2026-10-19
LobsterAI's September report on Chinese office agent users shows DAU growth accelerating to +83.1% MoM (from +19.8%/+25.1%/+30.6% in prior months). The most common model pairing is DeepSeek Flash with GLM 5.3 Flash: DeepSeek V4.1 Flash hits a 97.3% cache hit rate, cutting effective cost to 6.2% of list price — ideal for agent tasks that repeatedly re-read context. GLM's share of domestic-model tokens grew 166.7% MoM, driven by a marketing push. The takeaway: office agents are becoming a distinct track and a de facto "night school" for non-developers learning to code.
Related event: LobsterAI Report: Office Agent DAU Soars 83% as Task Scale Triples(4 posts)→
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