Former Goldman Sachs executive Raoul Pal explains how AI is going to eat traditional software/SAAS.
Rohan Paul Twitter · Rohan Paul (@rohanpaul_ai) · 2026-06-24
Former Goldman Sachs executive Raoul Pal argues that agentic AI will disrupt and replace traditional SaaS businesses by reproducing any software product on demand and redeploying it to more efficient markets.
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Extraction
Topics: agentic-aisaas-disruptionsoftware-industryai-economics
Claims
- Agentic AI can reproduce any traditional software product on demand, making standalone SaaS businesses structurally vulnerable.
- If a product is pure software, AI agents can optimize and redeploy it to a better market without human developers.
- Agentic AI functions like an on-demand freelance marketplace, replacing both human labor and static software products.
Key quotes
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...