AI by nature is kind of like a black hole of value. Necessarily, a very small fraction will capture the vast majority of value. Luckily, you can just invest wisely to hedge some of the risk of missing out.

You can't make such generalized statements about anything in computing/business.

The AI revolution has only just got started. We've barely worked out basic uses for it. No-one has yet worked out revolutionary new things that are made possible only by AI - mostly we are just shoveling in our existing world view.

And Dropbox will never take off