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

The disruption is real. It's also predictable.

Fifteen years before the microprocessor, another revolutionary idea, shipping containerization, arrived at a less propitious time, when technological advancement was a Red Queen’s race, and inventors and investors were left no better off for non-stop running. But the AI backlash differs from the general high regard, earlier in the cycle, enjoyed by the likes of Bill Gates, Steve Jobs, Jeff Bezos, and others who built big tech businesses. It was later irruption, in the early 1980s, when great opportunities proliferated: PC makers (Compaq, Dell), software and operating systems (Microsoft, Electronic Arts, Adobe), peripherals (Seagate), workstations (Sun), and computer stores (Businessland), among others.

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