Ex-Goldman exec Raoul Pal: agentic AI will eat traditional software and SaaS
rohanpaul_ai · x · 2026-10-04
Former Goldman Sachs executive Raoul Pal lays out why he thinks agentic AI will eat traditional software/SaaS: if your product is just software, agents can reproduce and optimize it on demand. He compares agents to a 'Fiverr of experts' that builds, codes, brands and markets entire products — meaning a competitor can clone your site in 3 minutes by asking an AI to do it better.
Related event: Ex-Goldman Exec Raoul Pal Says Agentic AI Will Devour SaaS(2 posts)→
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