a16z 提出 B2A 经济：AI 智能体成为互联网主要用户
a16z 两位合伙人写了篇 B2A 经济的论题文章，说智能体正在取代人类成为互联网的主要客户。做产品的可以看看自己家的 API 和购买流程对智能体够不够友好，这波变化可能会重新洗牌分发渠道。
a16z 合伙人 Olivia Moore 和 Justine Moore 发布关于 B2A（Business-to-Agent）经济的论述，核心判断是互联网的主要用户已不再是人类，而是 AI 智能体。文章认为随着智能体从回答问题转向完成任务，它们将替人类决定使用哪些产品、订阅哪些服务、把钱花在哪里，B2A 将接替 B2B 和 B2C 成为新的商业范式。两位作者将此定位为 a16z 的投资论题，指向面向智能体的产品接口、支付和分发渠道的创业机会。
对开发者和企业来说，这意味着产品除了服务人类用户，还需要考虑可被智能体调用和消费：API 设计、机器可读的定价与文档、代理可完成的交易流程都可能成为新的竞争维度。此前业界已有 Agentic Commerce、Agent Payments 等相关讨论，a16z 此文把这一趋势正式命名为 B2A 并给出风投视角的机会清单。
The primary users of the Internet are no longer human. They’re AI agents. As agents move from answering questions to completing tasks, they’ll increasingly decide which products to use, which services to subscribe to, and where to spend money on our behalf. a16z's Olivia Moore and Justine Moore on the B2A 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📊 12 ⚡
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 B2A, a16z, 智能体, Agentic Commerce.
Source attribution: curated from a16z (@a16z).
