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.