I honestly don’t know. AI is so young; it’s like asking who had good internet strategies in 1994; in hindsight we know some did, but nobody really knew at the time (I would argue those who say otherwise are speaking from survivorship bias).

But take a look at GitHub’s Copilot Workspaces for ideas of how transformative AI will be.

I don’t have all the pieces (if I did, I’d be rich, right?), but I think AI will deliver mass customization of goods, software, and content by reducing up front costs to near zero. So if I were looking for good strategies, I’d start with companies that currently spend a lot of money on software or content creation and who are investing in automating that.