a16z Introduces the Concept of AI Agents Economy and B2A Model

Venture capital firm Andreessen Horowitz (a16z) has introduced the concept of B2A (business-to-agent) – a model where businesses interact with AI agents capable of selecting services and making purchases on behalf of users. The document was published on November 10, 2026.

Shopify reports growth in orders from AI search

According to the e-commerce platform Shopify, in Q1 2026, the number of referrals from AI services to stores increased more than 8 times year-on-year, and the number of orders after such referrals nearly 13 times. However, regular search still provides more visits to stores than all tracked AI services combined.

Cybersecurity company Human Security recorded an eightfold increase in traffic from agent browsers from August to October. The Muse product accounted for 60% of the observed activity, while products from OpenAI accounted for 30%. Unlike referrals from AI search, these data pertain to programs independently interacting with websites.

AI agents involved in software development

According to a report by the development platform GitHub, by September 2026, over 40% of pull requests started with a draft from an AI agent compared to 17% in March. This does not equate to the share of all software code created by AI. The database platform Supabase also reported that AI tools initiate more than 60% of new databases in its service.

a16z identifies four directions for business

The authors see potential in the development of agents and models, new products with autonomous functions, adaptation of existing services, and infrastructure for payments, identity verification, and fraud protection.

a16z also claims that agents generate most of the web traffic, more than half of online articles, and a significant portion of code for working systems. However, the publication does not disclose the methodology for calculating these global figures. The provided statistics from individual platforms confirm the growth of AI usage but do not establish its share across the entire internet.