Workers lose their ability to earn a living, but OpenAI and Anthropic become the gatekeepers to effectively all productivity.
I know I sound tinfoil hat here but I don't see how else the numbers work. The only thing full-priced, profit-earning AI can possibly be cheaper than is, in my mind: as much of the workforce's salaries and cost of benefits as it can manage to offset, put together.
It's a great plan if you're a CEO who can't see beyond the next quarter's earnings call. Less so if you want things like, just pulling from a hat here, a functioning economy, a stable society, the ability for humans at large to live. But it's not like the owning class hasn't been undermining all of that for the better part of 50 years anyway.