a16z: AI agent web traffic grew 8x in two months, ushering in the B2A economy
KyeGomezB · x · 2026-11-12
a16z partners Olivia Moore and Justine Moore argue the internet's primary users are no longer humans but AI agents, which now make up most web traffic, write over half of new online articles, and generate most production code. Citing HUMAN Security data, agent web traffic grew 8x from August to October (index 100 → 1,626, Feb=100), with an inflection after August.
Key points:
- Agents are shifting from answering questions to completing tasks, and will increasingly decide which products and services to buy on our behalf;
- Companies that spent decades keeping bots out must now compete for agents' business—treating agents as first-class customers is the next growth wave;
- Every prior platform shift (web, mobile) paired new capability with new distribution; AI has over-delivered on capability but its distribution transformation is just beginning, making B2A AI's biggest unrealized opportunity.
Related event: a16z Declares the B2A Economy: AI Agents Are Now the Internet's Main Users(8 posts)→
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