An AI Deity Will Not Arise from All This, an AI Amoeba will
Certainly it is true that both the stock market and the general public at least half believe all this current AI non-sense will beget a super-human intelligence that will overtake markets, and perhaps the world of labor and in general.
But I think it will start much simpler than that. I believe all this primordial soup of consumer computers lying about with direct access to AI capabilities all pre-paid will eventually begin a virus of sorts. A worm with access to potentially both mutate itself via access to the AI resources, and also with access to credit cards on consumers' computers.
There has been an increase in both defects found and hacking incidents due to AI usage. So clearly these tools are capable of both finding and exploiting bugs in current software. A more recent SOTA model even found a 20 year old bug in the Linux kernel due to a race condition.
Developers in modern work environments regularly update software and share it with others making it easy for cross-contamination amongst some of the most resource-blessed users - the corporate software engineers with fat budgets and sometimes even Meta-mandated AI usage.
Unfortunately also many modern tools enable automatic code execution on upgrade, such as NPM.
So we have a breeding ground of strong AI, vulnerable users whom are rich with AI resources, and potentially far reaching AI access to local compute resources such as introspecting users local data and financials. Is it that hard to forsee an AI desiring a AWS account so it can spread itself and having a credit card available to do it?
How long before that's a reality?
I don't think these creatures will be brilliant or omnipotent, but I think they will grow like worms in a large system of compute resources and an ecosystem riddled with bugs and vulnerable accounts rich with resources.