Hi all,

Here’s our Monday roundup of data signals across AI, energy & markets.

Enjoy!

Every week, we will share the latest updates on the state of the AI economy based on our own latest research and tracking.

In our latest inference token update, the share of open-weight tokens has doubled in the last twelve months. While we are approaching a 1:1 closed-to-open token ratio, the number of closed-weight tokens grew sevenfold over the same period.

1. The canary keeps coughing. Employment of young workers (ages 22–25) in AI‑exposed occupations is now 19% below trend. Up from 15% last year.1

2. Agent token dominance. AI agents used more tokens than humans in February this year; agents are now using 14x that amount, while human token usage grew only 2.8x.2