The argument that AI guys are making about the coming mass unemployment goes like this: those companies that are spending on AI rather than humans may have a huge competitive advantage that allows them to take marketshare from human run companies and thus there's less and less demand for human labor.

But, how many businesses/sectors of the economy actually need to compete for marketshare? we assume it's nearly all of them. if that were the case, we'd see AI taking over much quicker.