a16z outlines the B2A economy as AI agents become the internet's main users

a16z's Olivia Moore argues that AI agents now make up the majority of web traffic, write more than half of new online articles and generate most production code, marking the early stage of a distribution shift. She cites Shopify's report that AI-driven traffic to its stores grew eightfold year over year in Q1 '26 and orders from AI-powered searches grew nearly thirteenfold, plus Human Security data showing agentic browser traffic grew 8x between August and October. Moore groups potential beneficiaries into agentic models, products newly enabled by agents, incumbents optimizing for agents and agent infrastructure, and notes OpenAI launched Businesses in ChatGPT the day before.