Hypothesis I am not confident about: maybe Silicon Valley usage is a big slice of the cake, but it’s stable because efficient power users keep agents running at night or do shifts to manage them? And so the variation in demand is driven by non-power-users like employees at non-tech companies.
Could be true, but the API price doesn’t vary by time of day, so there’s no particular incentive to do that for power users and so I’d be kinda surprised if they did anything active to smooth their usage.
Hypothesis I am not confident about: maybe Silicon Valley usage is a big slice of the cake, but it’s stable because efficient power users keep agents running at night or do shifts to manage them? And so the variation in demand is driven by non-power-users like employees at non-tech companies.
Could be true, but the API price doesn’t vary by time of day, so there’s no particular incentive to do that for power users and so I’d be kinda surprised if they did anything active to smooth their usage.