a16z's Olivia Moore says AI agents are becoming a new business customer channel
Overview
Olivia Moore of a16z argues that AI agents will increasingly choose products and services on users' behalf, creating what she calls a B2A (business-to-agent) economy.
She cites Shopify's eightfold rise in AI-driven traffic in Q1 2026 and says agents started about 40% of GitHub pull requests as of September 2026, up from 17% six months earlier. Moore writes that enterprises still blocking agent traffic over fraud and chargeback concerns may need to embrace this channel.
Written by AI from the articles below · updated Nov 11, 1:28 PM ET
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- a16z NewsBlogOlivia 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. The article says enterprises still blocking agent traffic over fraud and chargeback concerns may have to embrace this channel.
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