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Olivia Moore argues AI agents are becoming a new customer channel for businesses

AIOlivia Moore of a16z argues that AI agents, now a large share of web traffic, will increasingly choose products and services on users' behalf, creating a B2A economy. She cites Shopify's eightfold rise in AI-driven traffic in Q1 '26 and reports that agents now start about 40% of GitHub PRs as of September 2026, versus 17% six months earlier.
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a16z News · Olivia Moore · a16z.newsPublished · added here

Original title: Welcome to the B2A Economy