I'd agree. The logical fallacy I always observe in (what I call) the marxist-nihilist AI doom scenario is that it assumes that the top N% of people perfectly cooperate in a way that the remaining 100-N% cannot. Even stratified social structure is far too muddled for a "mass-replacement" scenario to not cause the elites to factionalize across different plans that would be best for them, which in turn prevents the kind of unified coherent action that the doom scenario hinges on (ex. theyll gun down the proles with robodogs).
Technofeudalism by Varoufakis is about this N% cooperation. Growing wealth concentration means this collusion becomes possible with smaller and smaller N% cooperating. If it's game theory optimal to cooperate I have no doubt Thiel will be releasing the robo hounds the minute he can.
When every industry is dominated by 1 or 2 players, collusion becomes a lot easier. This concentration has been slowly happening for decades now, and we're pretty much at the end. Every industry is dominated by what is essentially a monopoly, but because they keep at least 1 competitor alive, the public and the FTC are fine with it.
