a16z maps the B2A economy: AI agents are now most of web traffic and soon its buyers
venturetwins · x · 2026-11-12
venturetwins and @omooretweets publish a new piece on the "B2A (Business-to-Agent) economy": companies spent years battling bots, and now they're fighting for their business.
- AI agents already make up the majority of web traffic and produce most code pushed to production
- Soon agents will handle most online purchasing, creating an economy where businesses sell to agents
The accompanying a16z market map lays out the Agent Economy across an Apps layer (horizontal agents, work, travel, family, social, hiring, personal finance) and an Infra layer (search & access, browser/phone/computer use, messaging, account access, memory & personalization, payments & checkout), covering hundreds of companies — some a16z portfolio companies.
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