AI usage broke its seasonal pattern this year, accelerating in July-August

GavinSBaker · x · 2026-09-04

Investor Gavin Baker notes AI usage was seasonal in 2024-2025 — decelerating over summer as students and workers disengaged, reaccelerating after Labor Day. This year, usage instead accelerated in July/August, led by OpenAI, Grok, and open-source models. He adds that today he saw a data point he's never seen before (chart attached), hinting at an unusual new usage signal.

Related event: AI usage breaks seasonal pattern with rare summer acceleration(2 posts)→

Original post →

More from Venture

Venture channel →