a16z|Oct 15, 2026 20:41
Aaron Levie of @Box on how AI agents with wallets could create new business models for the internet:
"I've always wanted micropayments for things online... I've appreciated why it's a bad business model, but I want it."
"Now it's probably a good business model. Let's say you had paywalled, really proprietary data. You're Bloomberg. You're a medical institution. You could imagine there's maybe a hundred million agents that would be tapping into that data."
"All of a sudden, a penny a transaction starts to make a lot more sense than it did when you were capped at 20 million [knowledge workers] that maybe were interested in your content."
"We probably have new business models for tools and APIs... We probably want an agent to be able to have a budget and make any API call it wants."
"All of a sudden you have this new revenue stream, which is these agents showing up, just transacting on your system."
@levie at Daytona Compute 2026
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