[a16z Proposes "B2A Economy": AI Agents Are Becoming Major Internet Users] A16z partners Olivia Moore and Justine Moore published an article proposing the "B2A (Business-to-Agent) Economy," stating that AI agents have become major internet users and will replace users in deciding which products to use, which services to subscribe to, and where to consume. The article cites data showing that Shopify's AI-driven store traffic increased eightfold year-on-year in the first quarter, and orders generated by AI search increased nearly 13 times; HUMAN Security monitored an eightfold increase in agent browser traffic from August to October. The article believes that four types of companies are expected to benefit: agent models, new products spawned by agents, traditional companies optimizing for agents, and agent infrastructure.