I don't think AI is having much impact on the bits of the economy that have to do with labor and consumption. Folk who are getting displaced by AI are, for now, probably being re-hired to fix AI mess-ups later.
But if, or when AI gets a little better, then we will start to see a much more pronounced impact. The thing competent AIs will do is to super-charge the rate at which profits don't go to labor nor to social security, and this time they will have a legit reason: "you really didn't use any humans to pave the roads that my autonomous trucks use. Why should I pay for medical expenses for the humans, and generally for the well-being of their pesky flesh? You want to shutdown our digital CEO? You first need to break through our lines of (digital) lawyers and ChatGPT-dependent bought politicians."
Well, if you don't use humans, then you're using machine labor that will drive prices down to at-cost in a competitive environment and strip profits in the end. Profits come from underpaying labor.
But if, or when AI gets a little better, then we will start to see a much more pronounced impact. The thing competent AIs will do is to super-charge the rate at which profits don't go to labor nor to social security, and this time they will have a legit reason: "you really didn't use any humans to pave the roads that my autonomous trucks use. Why should I pay for medical expenses for the humans, and generally for the well-being of their pesky flesh? You want to shutdown our digital CEO? You first need to break through our lines of (digital) lawyers and ChatGPT-dependent bought politicians."