May 11 marks a clear signal of where the AI builder economy is heading and the data around shows it with unusual clarity.

What we are seeing is not just user growth, but a shift in how AI systems are actually used in production.
📊 8,756 new users joined
continues to expand its production-grade user base steadily, signaling strong real-world adoption beyond experimentation.
💳 Stripe payment share reached 69.0%
A growing portion of retained paying users now comes from traditional AI developers and production-level builders. This suggests a key transition: retention is no longer driven by novelty, it’s driven by capability and reliability.
⚡ DeepSeek series becomes the execution backbone
The DeepSeek DeepSeek-V4 series accounted for nearly 60% of total token consumption, powered by its ultra-low cost, high concurrency, and high throughput performance.
At scale, the advantage is no longer just reasoning quality, it’s execution efficiency.
The industry is quietly converging on a new truth:
👉 The winning AI stack is not the smartest model.
👉 It is the one that can run continuously, cheaply, and at scale.
And this is exactly where the shift is happening.
🔗 Build your AI Agents on
@BAI_AGI @justinsuntron #TRONEcoStar