I believe this way of understanding AI and its implications is quite sound, and it reminds me of Rodney Brooks' Productivity Gain[0] article, where he argues that we should focus on talking about "digitalization", instead of trendier buzz terms like AI or whatever is in vogue at the moment (the toll taker's job on the highway has not been replaced by a sophisticated robot, but rather by a transponder, along with the digital networking backbone it must rely upon).
[0] https://rodneybrooks.com/the-productivity-gain-where-is-it-c...