It just goes to show how little information there really is about what will happen here. Literally no one knows. It's uncharted territory, but it's filled with map-sellers.

Another good example is railways in the US. That was an huge, huge boom, around a fifth of GDP. No one knew what the railway-based economy of the 1900s would look like but it was surely going to be spectacular. All that money! The speed! The cargo! All those people! Railways absolutely were a commerce multiplier, and made stacks of revenue very quickly and got investment from around the world to build build build. But, eventually, the (over)building was done, there were bankruptcies and consolidations and it ultimately did not become the dominant industry. And yet, it's still a big industry that enables a lot of other economic activity. Trains are still expensive to operate, but moving goods is pretty cheap. Obviously there's a natural physical monopoly at play there that AI doesn't have so again, who knows.

Which leads to another thought the AI investors, both commercial and national, maybe should eventually have: is there an automobile or airliner to their railway?