The idea that AI will destroy software and make tools unnecessary is ridiculous: an agent, like a humanoid in your kitchen, will use the tools that already exist.

Drawn from what Jensen Huang said

What these subjects mean

AI agents Agents beyond the editor: software that acts on your behalf, and what independence it should be given.

robotics Machines that act in the world: humanoids, training data for robots, and how far behind language models they run.

What Jensen Huang actually said

Do you hold this korrent?Do you also believe this?

Cannot both be true

The app layer between the customer and the AI model is being removed, because customers can now clone the app themselves rather than pay for it.

Huang says the notion that AI destroys software and makes tools unnecessary is ridiculous. Levels says the app layer between the customer and the model is being removed, because customers can clone the app themselves rather than pay for it. Huang sells the compute either way; Levels sells the app layer.
In tension with

The middle of the web gets subsumed by agents producing just-in-time UI: the agent is the new browser.

Huang says the notion that AI destroys software and makes tools unnecessary is ridiculous, because an agent will use the tools that already exist. Rauch says the middle of the web is subsumed by agents generating just-in-time interfaces, and that the agent is the new browser. An agent using existing tools and an agent replacing the surfaces those tools present are not the same future for the people who build the surfaces.

Shared subject first, then similar wording. They may agree or disagree.