Replace AI with electricity and the argument looks very different. I think the whole industry is going the Utility route over time. When electricity or railroads or shipping containers or other similar large infrastructure-cost systems were first released the value unlocked for the smallest most profitable customers expanded consumption far more than it did for the large users at the beginning. In electricity for example: Few could have predicted data centers, or crypto, or electric cars boosting demand at the start. As soon as something becomes cheaper with scale (which is what AI companies are going for) the consumption skyrockets as tech catches up. The utility down side is obviously guaranteed monopoly eventually and potentially government involvement, or in this case possibility of AI becoming a chunk of the government as well. Especially with social media content steering votes (text generation really being a tool to steer human opinions) and power, and public funding as a result.

Wildly speculative predictions ahead, since obviously shifts can happen anywhere: The real change here is that the US was more a service economy while the world was exporting goods to it. But now with the 80% text use and jobs tanking and scams getting dramatically better and more powerful, it is possible the money generation shifts elsewhere. Language barriers are disappearing and individuals and teams anywhere on the planet can now use AI to extract money from wealthier counterparts including retirees, companies via employment, media, sales, companionship, extortions, you name it. If revenue and AI consumption increases from less than kosher sources over time, there is no incentive for AI companies to police it as much - money is money (unless government and AI companies blend in some way, but governments tend to prefer to harness rather than aid their constituents). There was a mention above about advertising always being an option, but convincing people to give you money by saying the right things would become a lot easier with AI than making and shipping products. So can learning how to make new things and inventing new tech. It all comes down to incentives and how much policing goes with the revenue demands.