Oh perhaps the same reason we're not seeing AI impact across the entire economy? Because everything is demand limited, and AI can only increase supply.

The big problem for demand is wealth concentration, ie. the problem is money. Lots of people not having money, specifically. So unless AI actually becomes a way to transfer money to a great deal of people, it won't move the needle much. And if it becomes an actual reason to do layoffs (as opposed to an excuse, like it is now) then it will actually have negative impact.