I am not a Marxian economic expert but this doesn’t make sense to me. Modulo skill atrophy, the big AI model provider can’t capture that surplus value because its customers can just go back to bidding for human labor instead.
Nobody is a Marxian economics expert if it helps
The human labor just said:
"Losing access to GPT‑5.5 feels like I've had a limb amputated.”
How well would an assembly line of quadriplegics work?
Also this isn't a Marxist analysis. Underneath all the formulas neo-classical economics makes the same assumptions about labor.