This is ultimately a question of immediate motivation versus ultimate goals. I agree that increasing automation to replace subsets of workers is the logical choice for any capitalist, because that is obvious. However, I only need to see so many speeches from Sam Altman to know that their claim of replacing massive swathes of workers is only a stepping stone to the ultimate goal of full worker replacement. It is the obvious and logical progression.
I disagree entirely with your theory that the capitalists must turn class traitor to solve the worker-capitalist divide. I don't understand why this worker-capitalist divide is considered so permanent as to only have one solution: communism. There is no way that Peter Theil considers anything other than the extermination of all the poors a viable solution. Peter Thiel's favorite philosopher has already said as much:
People who are not 'productive' would best be converted to biodiesel. Barring that, "our goal, in short, is a humane alternative to genocide. That is: the ideal solution achieves the same result as mass murder (the removal of undesirable elements from society), but without any of the moral stigma."
"The best humane alternative to genocide"...is "to virtualize them. A virtualized human is in permanent solitary confinement, waxed like a bee larva into a cell which is sealed except for emergencies. This would drive him insane, except that the cell contains an immersive virtual-reality interface which allows him to experience a rich, fulfilling life in a completely imaginary world."
— Curtis Yarvin, with approval/following from Peter Thiel, JD Vance, Marc Andreessen ^[https://newrepublic.com/article/183971/jd-vance-weird-terrifying-techno-authoritarian-ideas] ^[https://www.unqualified-reservations.org/2008/11/patchwork-2-profit-strategies-for-our/]
If you just kill/digitally lobotomize all of the workers because you don't need them anymore, then it doesn't matter. This process will undoubtedly create resistance from the former workers being replaced and slaughtered, but if your AI can improve the robots doing the slaughtering enough, then you can guarantee your win. The job of US socialists today is to organize to win before the capitalists get to this point.