How are you gauging their (our?) actual size?
Seems like about 50% of the updated nodes are Knots. About 19% of all nodes.
Given that the discussion has almost entirely happened on twitter that shows an insane pushback against blowing up datacarriersize.
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Is it though? Total number went up 19%. It wasn't 19% of nodes that switched. Node count is cheap to trivially Sybil attacked.
I doubt that's what's happening. Maybe I'm deluding myself but seems organic to me.