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)