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by ToValueFunfetti 453 days ago
That's the broad trend, but I think the spike that they're noting is specifically downstream of DeepSeek, as it peaks in late December of last year.

There's an initial peak in 2023 (haven't looked it up, but I'd bet that was when 'OpenAI has no moat' was on the front page for a while), and then it settles down a ways above the previous average. Since December it's been 1.5-2x more frequent than where it settled after that first peak.