Only Millions Use AI Agents Today — a16z Sees Billions of Users Ahead

FinanceYF5 · x · 2026-10-02

From a16z's State of Markets thread: only a few million people actually use AI agents today, but agents ultimately address billions of internet users. For reference, Meta and Google already earn over $200 per US user annually — the value agents could create and capture may far exceed that.

Related event: a16z's State of Markets II: Agents Now Consume 5x Human Token Volume(8 posts)→

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