Sounds like you are talking about AGI or superintelligence or something? Because productive AI tools are already here and have been for a few years. AI has already "worked out". Nothing speculative about that.
Lets assume AI has worked out. Can you point me to the effect on earnings of the customers of said AI tools who have publicly disclosed the affect on earnings because of said tools?
You can see that his old ventures (which he has built over many many years) are bringing in less money than his new ventures (built over fewer years). How is this not "effect on earnings of the customers of said AI tools"? Levels is a customer of AI tools. His earnings have gone way up as a result of AI tools.
Whether this works out or not no longer depends on the specifics of the deals. This either works big picture or it's all a smoking crater