Will AI be the basis of many future industrial fortunes, or a net loser?

AI's economic impact is debated, with comparisons to microprocessors and shipping containerization. Microprocessors created numerous tech fortunes, while containerization revolutionized trade but generated few. Current AI investments may be misplaced if value flows mainly to customers rather than AI builders. As AI becomes commoditized, successful investors should focus on companies using AI for high-volume, low-cost strategies, rather than betting on the technology itself.