Raoul Pal：智能体 AI 正在吞噬传统 SaaS
Raoul Pal 讲了个扎心观点：智能体 3 分钟就能复刻你的 SaaS 网站，软件创业者得重新想护城河在哪。
前高盛高管 Raoul Pal 在播客中提出，传统 SaaS 产品若只是软件本身，智能体 AI 可以按需复现并优化它。他举例称，智能体可以自己搭建网站、写代码、注册域名、完成品牌和营销的整套流程。他还描述了一个场景：看到别人的网站后，对 AI 说一句“做个更好的版本”，3 分钟就能完成。Pal 认为这正在动摇软件创业的基本逻辑。
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."
---- From 'The Diary Of A CEO and Raoul Pal The Journey Man' YT channel. (link in comment)
