Raoul Pal：Agentic AI 将吞噬传统 SaaS 软件
前高盛高管 Raoul Pal 称 Agentic AI 将吞噬传统软件/SaaS，因为纯软件产品可被按需复制、优化并重新部署到更好的市场。他把 Agentic AI 比作一个由专家组成的网站，能自主完成建站、写代码、注册域名、品牌与营销等全流程，用户只需一句提示词即可在 3 分钟内复刻并超越他人网站。这引出"AI 将吃掉软件"的理论，也让人重新思考如何在软件领域创业。
Former Goldman Sachs executive Raoul Pal explains how AI is going to eat traditional software/SAAS.
If your product is just software, agentic AI can reproduce it on demand, optimize it, and redeploy it to a better market.
"Agentic AI means it’s like having Fiverr, a website of experts you can ask any question. It’ll go away and do the task.... Agentic AI will build, design the website, code it, register the domain name, figure out the branding, figure out the marketing, figure out the email list, figure out the whole thing.
So then you and I are in competition. You’ve built this incredible new website.
I just go to my AI and say, “Love Steven’s website. Can you just build it better. Boom. 3 minutes.
How can we be entrepreneurs in software? Now there’s this theory going around that AI is going to eat software, and I kind of get it."
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From 'The Diary Of A CEO and Raoul Pal The Journey Man' YT channel. (link in comment)
来源：rohanpaul_ai · x.com