AI lacks both the reasoning and insight needed to teach anybody that isn't already immensely interested in the topic, and even then might leave large knowledge gaps, not to mention how often it hallucinates wrong knowledge. Especially with topics that already have a lot of bad information floating around.

With AIs as teachers, I disagree. But with AIs assisting routine grading, filling in the university's assessment_framework_draft_v3_final_FINAL.docx, and otherwise freeing up time to actually focus on students - maybe? Although I fear that any productivity gains will be swallowed up by further reductions in lecturer headcount...

Perhaps. For now, one of my one-on-one tutoring sessions (in real analysis) this semester consisted mostly on un-teaching a student a bunch of wrong crap they "learned" from ChatGPT.