I think a better take is from the MIT study last year, the one that found almost all AI pilots failed.

In that study they found that pretty much everyone was using AI all the time, but they were just using their personal accounts rather than the company provided tools (hence the failures)

In light of this, I'd say there is a very good chance that people are offloading their work on AI, and then taking that saved time for themselves i.e. "I can finish the job report in 30 minutes rather than 3 hours now, so by 9:30 I'm done with work until after lunch."

The end result of this will either be layoffs to consolidate work or blocking of non-company monitored AI ensuring they can locate those now empty time slots.