a16z partners Olivia Moore and Justine Moore published an article proposing the "B2A (Business-to-Agent) economy," arguing that AI agents have become the internet's primary users. The piece states these agents will increasingly decide on behalf of humans which products to use, services to subscribe to, and where to spend money. Citing supporting data, Shopify saw store traffic driven by AI grow 8x year-over-year in the first quarter, while orders generated through AI search surged nearly 13x. HUMAN Security reported agent browser traffic grew 8x from August to October. The article identifies four categories of companies positioned to benefit: agent models, new products built for agents, traditional enterprises optimizing for agent access, and agent infrastructure providers.