Other
B2A: Software Where the Customers Will All Be Agents
- New Investment Thesis: The entity is introducing "b2a" (Business-to-AI-Agent) as a distinct category alongside B2B and B2C, focusing funding on companies that design software explicitly for AI agents as primary customers.
- Current Landscape: A significant, unspecified percentage of current internet traffic already consists of non-human entities scraping data, filling out forms, and performing automated tasks that often involve impersonating human behavior.
- Strategic Shift: The investment strategy targets the transition from AI agents merely "impersonating" humans to being first-class citizens with direct, documented support and active integration.
- Target Use Cases:
- Infrastructure: APIs specifically designed to facilitate agent payments for hosting credits.
- Logistics: Systems enabling agents to autonomously book travel services.
- Legal/Commercial: Frameworks supporting AI agents in executing legal contracts and engaging in other commercial transactions.
- Market Analogy: The future trajectory is compared to the stock market, where human and algorithmic traders currently coexist and compete within the same venues.
- Growth Projection: The volume of AI-human interaction is expected to expand from specific markets like finance to encompass the entire internet.