To me the stronger argument about AI is that this revolution won't. And that's because this one is not really about productivity or even about capital investment in things that people nominally would want (faster transport, cheaper cotton, home computers). This one is about ending revolution once and for all; it's not about increeasing the wealth of the wealthy, it's about being the first to arrive at AGI and thus cementing that wealth disparity for all perpetuity. It's the endgame.
I don't know if that's true, but that's to me the argument as to why this one is exceptional and why the capitalist argument for American prosperity is inapplicable in this case.