[tavavex]

The thesis wouldn't be "completely derailed", just slightly delayed. The reasons why the powers above are pushing for that dystopian model aren't contingent on AI. If it all went away, we'd have a surge of hardware availability and a drop in prices, followed by the same trends - a slow transition to 'cheaper' remote computing wearing down the more expensive custom PC market, higher prices further reducing demand and creating a spiral until people who want personal computing are a niche market segment that becomes almost extinct. The result is still the same. Everyone will be using thin clients or computers that are more like smartphones or Chromebooks than modern PCs, with most services provided through the tightly-regulated internet via subscription services. It just would take us more time to get there.