Rohan Paul@rohanpaul_ai · X前高盛高管Raoul Pal在访谈中指出，若产品仅是软件，智能体AI可随时复刻、优化并重新部署。他将智能体AI比作专家网站Fiverr，能自动完成建站、编码、域名注册、品牌策划、营销及邮件列表等全流程。他设想用户只需对AI说“把Steven的网站做得更好”，AI便能在3分钟内完成。这引发了关于AI将吞噬软件、软件创业者未来出路的讨论。
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." ----