CCP · Pulse 3 of 6 · Agentic Demand Family · hourly composite
Consumer Cloud Pulse
How much agentic work is being done by consumers and developers via cloud-hosted AI right now? OpenRouter token volume, AI bot crawler share across the web, API pricing trends from the five big model providers, app-store momentum for AI apps — aggregated hourly into a 0-100 regime score. High score = mass adoption. Low score = still early. The companion to CCST: CCP is the demand-side counterpart to compute supply tightness.
Module breakdown
| Module | Weight | Raw value | Score 0-100 | Status |
|---|---|---|---|---|
| M1 · Token Velocity (OpenRouter) | 30% | — | 50 | pending — Browser Rendering iteration |
| M2 · AI App Traffic (CF Radar AI Bots) | 25% | 53.09% | 100 | live |
| M3 · API Pricing (Anthropic direct) | 20% | $9.00 blended | 50 | partial |
| M4 · AI Search Displacement | 10% | — | 50 (neutral) | pending — next iteration |
| M5 · App-Store Momentum | 15% | — | 50 (neutral) | pending — next iteration |
Build status: MVP1 first iteration. M2 (CF Radar AI Bots) is live with verified data. M3 partial (Anthropic direct scrape; Gemini/Bedrock/OpenAI/Azure in next iteration). M1, M4, M5 use neutral placeholder scores (50) until their data sources are wired — composite reflects this as "insufficient_data" regime until at least 4 of 5 modules are live AND ≥12 weeks of history accumulate.
Multi-Basket Equity Gaps v3 · value-capture decomposition
Three sub-baskets organized by where in the consumer-cloud-inference path value is captured. Each carries its own 21-day basket-momentum. When one layer accelerates while another stalls, that's the rotation signal — which slice of the consumer-cloud stack is being repriced right now.
| Sub-Basket | Vertical | Weight | 21d Basket Return | Module Score | Tickers |
|---|---|---|---|---|---|
| Hyperscaler Inference Backend | Cloud inference where consumer agents run | 50% | +3.79% | 69.0 | MSFT · GOOGL · AMZN |
| Consumer App Surface | Where consumers actually meet the agent | 30% | +2.23% | 61.2 | META · AAPL |
| Edge / Distribution | CDN + edge inference + API gateway | 20% | +5.06% | 75.3 | NET |
Equity Gap · CCP vs Consumer Cloud Stocks Pending 3M history
CCP composite measures consumer/developer-driven cloud AI demand directly. The equity basket (MSFT, GOOGL, AMZN, META, AAPL, NET) reflects what the market has priced in. Divergence between the two is the actionable signal: composite rising while stocks lag = bullish setup; stocks rising while composite stalls = bearish setup.
Equity Gap calculation activates once ~3 months of CCP composite history has accumulated. Until then, this section displays placeholders.
Methodology
CCP is the third of six pulses in the Closelook Agentic Demand Family — the demand-side counterpart to the AI Build-Out Family (CCST · TAISP · MHP · STP). Each pulse measures a different demand-pool for agentic compute: Enterprise Infrastructure (EIP), Enterprise Workflow (EWP), Consumer Cloud (this), Enterprise Application (EAP, in development), Consumer Edge (CEP, in development), Industrial Agent (IAP, in development).
Hourly composite. Five modules weighted by lead-quality + frequency: Token Velocity 30%, AI App Traffic 25%, API Pricing 20%, App-Store Momentum 15%, AI Search Displacement 10%. Composite ≥70 = saturation, 40-70 = mass adoption, <40 = early adoption.
Data sources verified during Phase 1 audit (2026-05-27): Cloudflare Radar AI Bots API (free with existing token), OpenRouter rankings (via Browser Rendering), Anthropic/Gemini/Bedrock pricing pages (direct scrape), Helicone aggregator (for OpenAI/Azure fallback).
Pulse reading is a diary entry on our process, not investment advice.