a16z Declares the B2A Economy: AI Agents Are Now the Internet's Main Users and Buyers
On November 12, a16z partners Olivia Moore and Justine Moore (venturetwins and omooretweets) published "Welcome to the B2A Economy," arguing that the internet's primary users are no longer humans: AI agents already account for most web traffic, have written more than half of newly published online articles, and are becoming the internet's main buyers and consumption gateway. The article's core thesis: after years spent fighting bots, businesses must now compete for their business—ushering in the "B2A (Business-to-Agent) economy."
Confirmed
- Data from HUMAN Security shows the monthly agentic web traffic index (February = 100) rising from 204 in August to 631 in September and 1,626 in October—an 8x increase in two months—with agents now accounting for over half of web traffic.
- This is the first in a "B2A economy" series, systematically surveying dozens of agent-oriented companies: application-layer companies spanning multiple categories including horizontal general-purpose agents, plus infrastructure companies serving agents.
Why it matters
- The piece elevates "agents as the internet's primary users and buyers" from scattered observations into a coherent market narrative, with a16z drawing an investment map for the B2A space across the application and infrastructure layers.
- If the 8x-in-two-months traffic growth continues, websites, payments, and business models designed for humans will need to be rebuilt for agents—defining a new set of startup and investment opportunities.
2026-11-12 ~ 2026-11-12 · 6 related posts
Primary sources
- a16z maps the B2A economy: AI agents are now most of web traffic and soon its buyers — venturetwins ·
- AI agent web traffic grew 8x in two months, bots now 54% of web traffic — omooretweets ·
- VentureTwins maps the B2A economy: dozens of agent infra and app companies in first series installment — venturetwins ·
- [source] a16z maps the B2A economy: AI agents are now most of web traffic and soon its buyers — venturetwins · 2026-11-12
- Agentic web traffic grew 8x in two months, a16z data shows — venturetwins · 2026-11-12
- [source] VentureTwins maps the B2A economy: dozens of agent infra and app companies in first series installment — venturetwins · 2026-11-12
- [source] AI agent web traffic grew 8x in two months, bots now 54% of web traffic — omooretweets · 2026-11-12
2 near-duplicate retellings: venturetwins · evisoft