The optimistic case is that instead of a team of 10 people working on one project, you could have those 10 people using AI assistants to work on 10 independent projects.

That, of course, assumes that there are 9 other projects that are both known (or knowable) and worth doing. And in the case of Uber/Lyft drivers, there's a skillset mismatch between the "deprecated" jobs and their replacements.