Andreessen Horowitz said in a Nov. 11, 2026, post that businesses may need to serve AI agents that search for products and make purchases for users. The firm estimated that agents already account for most web traffic and production code and write more than half of new online articles, but said most potential business models are not yet visible.
Shopify reported that traffic from AI sources to stores on its platform rose eightfold in the first quarter of 2026 from a year earlier, while orders placed after an AI search rose almost 13-fold. Andreessen Horowitz identified payments, identity checks and fraud prevention as possible areas for new services, while noting that businesses have blocked bots over fraud and chargeback risks.
