Gavin Baker(@GavinSBaker):AI was seasonal in 2024-2025. Growth decelerated during the summer (students/people work less is the theory) and reaccelerated after Labor Day. This year, AI accelerated in July/August led by OpenAI, Grok and open-source. And today is the first time I’ve ever seen this:

Gavin Baker

@GavinSBaker

Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own.

Joined July 2011

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Gavin Baker@GavinSBaker

2026.09.03 16:48

AI was seasonal in 2024-2025. Growth decelerated during the summer (students/people work less is the theory) and reaccelerated after Labor Day. This year, AI accelerated in July/August led by OpenAI, Grok and open-source. And today is the first time I’ve ever seen this: