Eh? We did. The whole dot-com boom was predicated on that assumption. And it wasn't wrong. But most of the dot-com investments went sideways. In fact, they imploded hard enough to cause a recession.
In the same vein, even if we all agree that AI is fundamentally transformative, it doesn't mean that it's wise to invest money into it right now. It's possible that most or all of these early products and companies will go bust.