Agreed that the Lacanian subject is relevant in this context... it's a thin wisp of a subject; any less there, and it'd be the Deleuzian non-subject. (In one interpretation) Lacan's subject comes into being within the signifier chain, retrocausally giving the chain meaning as the "I" manifests subject, in both senses of the term.

I think this is one potential path to machinic subjectivity, or a machine phenomenology. To fully replace the human, we don't just want to give the machine some nebulous notion of "agency", we want it to possess this degree of Being as subject. If Lacan's right, perhaps we're closer to this than we might think. The machine already has language in a very Lacanian sense (what I've been calling a machinic linguistic unconscious), the subject just needs something extra to emerge where meaning breaks down. This will be the Lacanian split subject, one not fully present to itself, and allow desire already present in the language mappings within the model to provide immanent causal force.

Until that happens, we'll still need at least one human on the planet to retain his full faculties, to give the global compute infra its telos. Once that threshold is crossed, then that'll be the moment of our final displacement.