a16z 提出"B2A"经济论：智能体已占网络流量多数
a16z 发了一篇关于"B2A"经济的文章：智能体已经占了大部分网络流量、写了大半新文章、推了多数生产代码。做产品的人可以想想自己的接口是不是该服务智能体客户了，这个视角和纯卖 API 的路数不太一样。
a16z 合伙人 Olivia Moore 撰文提出"B2A（Business-to-Agent）"论点：智能体（Agent）已占网络流量的大头，撰写超过一半的新发布在线文章，并贡献了大多数推送到生产环境的代码。
文章认为这是平台迁移早期的典型特征——采用率可以被测量，但由此产生的商业模式尚未成型。a16z 的核心判断是：智能体已是互联网的主要用户，并将很快成为每个产品的主要客户，风投应把"面向智能体的服务"视为继 B2B、B2C 之后的第三类市场机会。
Agents now make up the majority of web traffic, write more than half of new articles published online, and generate most of the code pushed to production. This is what the early stage of a platform shift looks like: adoption is measurable, but the business models it enables mostly aren’t visible yet. Welcome to the agent economy. a16z.news/p/welcome-to-t… Olivia Moore @omooretweets Move over, B2B and B2C - the B2A economy is here Agents are the primary users of the Internet, and soon will be the primary customers for every product Our thesis @a16z on the massive opportunity here 👇 (cc @venturetwins ) x.com/i/article/2120… b 🔗 View Quoted Tweet📊 8 ⚡
This report is categorized under AITOP's "Industry" desk, focusing on US frontier AI labs and Silicon Valley technology leaders. Within our cross-regional analytical framework, it directly maps to AI developer toolchains, coding agents, and engineering workflows. Key entities and technical topics under continuous tracking include a16z, 智能体, B2A, 行业趋势.
Source attribution: curated from a16z (@a16z).
