a16z: agents now make up the majority of web traffic — welcome to the B2A economy
evisoft · x · 2026-11-12
a16z's "Welcome to the B2A Economy" argues the internet's primary users are no longer humans but AI agents.
- Agents now make up the majority of web traffic, write over half of new articles, and generate most production code
- Classic early platform shift: adoption is measurable, the business models mostly aren't visible yet
- As agents move from answering questions to completing tasks, they'll decide which products to use and where to spend money on our behalf
- Companies spent decades keeping bots out; now they'll compete for bots' business
- Web and mobile each paired new capability with new distribution; AI overperformed on capability, underperformed on distribution — why consumer adoption beyond ChatGPT stays limited
Builder evisoft adds a sharp question: if agents dominate traffic, who is your landing page actually for — the human who might read it, or the agent that definitely will?
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