No, but I think this is wrong on three levels:

1. Truck drivers are not deciding to take a Ferrari instead of their truck. The company knows roughly how much gas a given delivery is going to consume and how much that is.

With AI, that definitely happens if you default to Claude Opus/GPT Sol.

2. A truck driver's value scales with gas usage. The further they drive, the more valuable.

Not true for tokens.

3. Gas doesn't create extreme outliers. One developer can easily consume 100x the tokens of another, which makes AI economics much more extreme.

Well no, but even with the gas prices jumping the way they are, that is a much more predictable cost than AI spend. Drive 250km, in 2015 Volvo truck is X liters of fuel at X cost. Solve a predefined problem using AI... you have no idea what that will cost you, if you did you'd most likely already have the answer.

No, but truck drivers (who work for a company making this decision) do sometimes get told there is no work for them because nobody wants to pay the price. (this also happens when there is nothing to ship though - drivers can't tell the difference)