philip lelyveld The world of entertainment technology

State of AI: An Empirical 100 Trillion Token Study with OpenRouter

[From a16z (Andreessen Horowitz)]

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Discussion

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2. Usage Diversity Beyond Productivity. A surprising finding is the sheer volume of roleplay and entertainment-oriented usage. Over half of open source model usage was for roleplay and storytelling. Even on proprietary platforms, a non-trivial fraction of early ChatGPT use was casual and creative before professional use cases grew. This counters an assumption that LLMs are mostly used for writing code, emails, or summaries. In reality, many users engage with these models for companionship or exploration. This has important implications. It highlights a substantial opportunity for consumer-facing applications that merge narrative design, emotional engagement, and interactivity. It suggests new frontiers for personalization—agents that evolve personalities, remember preferences, or sustain long-form interactions. It also redefines model evaluation metrics: success may depend less on factual accuracy and more on consistency, coherence, and the ability to sustain engaging dialog. Finally, it opens a pathway for crossovers between AI and entertainment IP, with potential in interactive storytelling, gaming, and creator-driven virtual characters.

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6. Retention and the Cinderella Glass Slipper Phenomenon. As foundation models advance in leaps, not steps, retention has become the true measure of defensibility. Each breakthrough creates a fleeting launch window where a model can "fit" a high-value workload perfectly (the Cinderella Glass Slipper moment) and once users find that fit, they stay. In this paradigm, product-market fit equals workload-model fit: being the first to solve a real pain point drives deep, sticky adoption as users build workflows and habits around that capability. Switching then becomes costly, both technically and behaviorally. ...

See the full report here: https://openrouter.ai/state-of-ai?utm_source=substack&utm_medium=email