Frank, I like your thinking and I think in large part it is true. AI will become so fundamental that most every company will have to incorporate AI to remain competitive.
However, unlike some of the other technologies you referenced in your argument, AI has a long way to go before it reaches maturity. I think we will see many more major technological leaps in the coming decades, each of which will re-revolutionize the field and open up new industries to AI disruption.
In this sense, perhaps no investors will be looking for generic “AI” companies in the future, they will instead be looking for “newest breakthrough AI technique” companies. And the same goes for talent.