That's 86°F. That's certainly warm, but I do 86°F without an air conditioner, though I'll probably have a fan on. I could see someone using an air conditioner then, sure, but that's not an extreme "I must have an air conditioner" temperature, either.
especially for freaking October.
That's my point. It's warm for the season, but being warm for the season isn't what drives air conditioner use, but being warm in absolute terms.
Go back to summer a couple years ago, and that's the kind of thing that will drive air conditioner rollouts:
Temperatures reached catastrophic levels in France in 2019, when Paris saw a record 42.6° C in July. According to the French Ministry of Health, 567 people died during a heatwave between June 24 and July 7 that year. A second heatwave that summer claimed the lives of another 868 people.
That's 108°F. That's the kind of thing that'll make air conditioners important, rather than a warm fall.