The Next $100B Market: Selling to AI Agents

There's a really big shift happening right now on the internet and I don't think people are talking about it. You know, for the longest time, the user of the internet were human beings. They were us, right? We would create websites, we create apps, and the end user was human beings. And that's no longer the case. The agents, the AI agents are becoming the customer. So, in today's episode, I'm going to give you a clear primer on what is changing on the internet, and how you could actually make money, build products, and what you really need to know about this agentic era of the internet. I haven't seen anyone really post and do a de facto episode on it. So, I figured I'd do it. So, I tweeted this and I think this will, you know, resonate with you. I said, "Build startups for agents. Over the next 10 years, you're going to have a market of billions of customers, aka agents, with millions of wallets that want to use your services. Go look at every SAS tool you use. Notion, Slack, Stripe, etc. Now ask what is the version of this that's built purely for agents? Agent native payments, agent native communication, agent native memory. Every single category gets rebuilt for agents. We're entering the machine toachine economy and almost nobody is building for it yet. So I tweeted this a few months ago and I started seeing more and more stuff come out. So let's actually go through what is happening, what is the shift so that we really understand it. So the old web was humans searching, reading, comparing, clicking and buying. And it was your website, your beautiful website that was built to win the attention. But in the agent web, you know, it's it's not a it's not for humans, right? It's agents discovering, evaluating, invoking tools, paying, renewing. So your company has to be machine usable. The way I think about it is the human customer wants persuasion. But the agent customer wants structured capability, permission, and trust. So how should we start? How should we think about the agent buying journey? What does that even look like? I know it's weird even to say it, right? But it's important that we map it out so that we truly understand who the agent is. what are their desires and what are the incentives that are going to get them to do things because if we figure that out um you know people you know the people who figure that out are going to have companies that do a tremendous amount of revenue and value. And by the way for people thinking like who are these agents, right? Well, everyone is going to have personal agents uh in their pocket on the web and they're also going to have business agents. You're starting to see this with Codex, Claude Code, um, OpenClaw, Hermes. I think it's pretty inevitable that agents are going to be everywhere and that's going to outnumber humans. So, let's talk, let's go back to the agent buying journey here. So, for finding, find a payroll tool for 40 charact uh, contractors. Then so it you know agents are going to basically do finding agents are going to be doing evaluating like reading docs pricing APIs reviews agents are going to be looking for trust they're going to be checking policy they're going to be checking uh you know limits they're going to they're going to be asked their identity agents are going to be transacting. They're going to be paying. They're going to be booking. They're going to be signing. They're going to be subscribing. Agents are going to be using tools. They're going to be filing tickets. They're going to be changing settings. and agents are going to be recommending what other tools they should use. So, they're going to be telling other agents what worked. And that's honestly the weirdest part about it all. Um, we saw a glimpse of this with Moltbook. If you remember, Moltbook got acquired by FA uh Facebook, but it was a social network for agents. I think that was just the tip of the iceberg. You're going to see more and more social products that are specifically for agents. So the opportunity here is every step has missing infrastructure because the old internet assumed a per a person was doing the work or we're now in a new era. So uh what do agents need that humans do not? That's the obvious question to ask nest next right. So they need identity. So who is this agent acting for? They need uh tools, right? what agent what actions can it safely invoke? Uh it needs an inbox. Um so where you know where it could reply OTPs docs and thread lands like where does that all land? Memory you know what does it know about my preferences and rules wallet what can it spend and who and and who approves it. So, it's kind of similar, by the way, to like uh an employee, right? As your employee gains trust, you might give them more, you know, you might give them a credit card and then you might increase that limit and and and stuff like that. And then receipts, what did it see decide, change, and buy? So, uh let's let's actually talk through some really concrete examples because I think this will drive drive the point home to you. Um have you seen agent mail? So agent mail is this customer support agent uh that has its own inbox basically. So agent you know well a better way to describe it actually is agent mail is inboxes for AI agents. So if you go to the website it says agent mail is the email inbox API for AI agents. It gives agents their own email inbox like Gmail does for humans. So they're basically building the agent infra infrastructure for email inboxes. Huge opportunity backed by YC. I heard they're doing really well. Um not surprised. Uh Stripe recently launched um basically a uh a way to give your agent a wallet. Um and I think you're going to see more and more examples in fintech around this. So imagine a purchasing agent that can buy software with spend caps, approval rules, shared payment tokens, and an audit trail. Um support um a user's agent files the ticket, includes logs, it asks for the refund, follows up, and escalates when ignored. So if everyone, you know, you're I think you're just going to see a lot more support uh support agents um and and there's just a lot of infrastructure to be built around there. procurement. A CFO agent compares 12 vendors, reads sock 2 docs, negotiate terms, and recommends one that fits the policy. Um, an M I'll give you an MCP server example. A SAS app gives agents tools, searches customers, creates invoices, refund order, updates tickets, pulls reports. The agent doesn't scrape the the UI. So, uh, and one last one here, a local business example. A travel agent books dinner, changes the reservation, calls the hotel, pays the deposit, and updates the calendar. Um, you know, as I'm as I'm showing you these examples, right, like uh inboxes, uh, email inboxes for AI agents, and as you're starting to see like, oh, I can understand like an agent having a a wallet, it it might start to, you know, you might just visualize it more. Like for me, I need to see the examples to really really understand it. And then that's when you it really you know drives the point home around like yeah it makes sense that if agents are there are more agents than human beings on the internet. If agent traffic is more than human traffic on the internet of course we need to create software technology that services that and there's a huge opportunity there. and also just our own websites and apps like you know our own websites and we we're going to get into this uh next is like how do you basically create a homepage that is agent readable right so a human readable homepage you know on your website is you might have you know obviously a brand a video you'll have copy you'll have social proof demo pricing but an agent readable is you're going to have structured docs schemas you're gonna uh policies, examples and endpoints. Um and agent readable means MCP tools, it means SDKs, it means ooths, it means checkout, it means sandbox, uh it means receipts. And if an a an agent can't uh understand what you do and safely do something with you, you're basically invisible to them. So uh thinking about structuring your websites around and you know around agents and also creating like a you know uh a slash agents uh you know what your website/ agents and different uh entry points for agents is is a huge opportunity. So what does this change for you? What does this change for people who are building startups, building businesses? Um, I mean, one is that, and we've talked a lot about this on the channel, is that SEO is moving to AEO. So, you want to optimize for agents deciding who to site, trust, and recommend. So agents are of of course going to go to other agents in the future and asking, hey, like you know what's a good website to do XYZ, but they're also just going to use with computer use uh things like um ChachiBT and things like Perplexity and and and and stuff like that. So you want to be you want to be top there. And if people are interested, I can I can do more in depth in depth how to actually rank on AEO. Um, so subscribe and and comment and like uh this if you want me to do more there. Instead of having forms on your website, you want to do more tool calls, right? So the call to action becomes an action endpoint. Um, instead of having support docs, you want to actually do executable support. So the agents do the refund, they do the return, they do the reschedule, they troubleshoot, and they escalate. Um, instead of just having landing pages, you want to have capability manifests. So agents care less about slogans, uh, and more about what they can act, what they can do with your product or service. Instead of just having sales calls, you want to have agent procurement. You know, buyers send agents to a short list before human ever appears. And instead of just having analytics, uh you want to have agent analytics. Which agents visited? What did they ask? Where did they fail? What did they bounce? You know, earlier earlier in my career, I spent so much time uh in analytics and thinking about um voice of customer. How do you get human voice of customer uh and and via survey data and pair that with things like Google Analytics to really really increase your conversion rate from 1% to 4%. um you know if you can do that that would be the difference between millions of dollars and really you know just servicing uh the people coming to your website but in a world where agents are coming to your websites like what does agent analytics look like? How do you optimize the conversion rate for agents? And that's just like a really interesting question that I just can't stop uh thinking about. So you know this is the startup ideas podcast. You know I have to give you a few startup ideas just to get your creative juices flowing. Um there's a few startup ideas hiding in this shift, you know, and I'll just give you rapid fire a couple uh or a few agent SEO agency, an agent identity and agent identity and permissions technology, agent receipts and audit trails, agent ready docs generators, agent inbox security, agent readable pricing pages as a service, MCP servers for franchises, agent support desk, sandbox for agents to test SAS. There's basically a bunch of ideas here that if you understand where the world is going in terms of agents and I tried to explain it in the most clear possible way uh you know you can you can start to envision a future internet where it's bifurcated into two human internet and agent internet and that's where we're going and if you look at just like some of the most popular tools some of the most popular apps and basically say what's what's an agent version of that. Uh there's a lot of opportunity over the next 10 years. That's my big prediction. Uh startups for agents. I want to see what you end up building. Hope this has been helpful. Hope this has been clear. Please let me know what you want to see on the next episode or on the next few episodes. Who you want to see. I make these episodes for you to make it clear for you to understand where the world is going. What are ideas that could help you make money, be more productive, make impact? Um, and uh if if if you notice why I didn't post uh a lot in the last couple weeks, I'd been sick. Starting to get back. My voice is uh is getting there. Um and uh so there'll be more soon. Um, hope you have a creative day and I'll see you in the next