Source: a16z
AI agents have already become the internet's primary users—generating majority traffic, writing half of published articles, and producing most production code—but businesses still treat them as adversaries rather than customers worth optimizing for. The commercial opportunity lies in agents moving from answering questions to autonomous spending decisions: companies that redesign their storefronts, APIs, and commerce flows for agent-first access will capture disproportionate volume, while those maintaining bot-blocking walls risk losing market share. This is a distribution shift as significant as web-to-mobile, and winners will be decided by who moves first to make their products programmatically purchasable.