# a16z Partners Map Businesses Positioned for AI Agent Commerce By John Kim Canonical URL: https://www.tokenpost.com/news/business/56646 Published: 2026-11-13T12:48:14.000Z Updated: 2026-11-13T12:48:14.000Z Section: Business > AI-referred traffic to Shopify stores rose eightfold year over year in the first quarter, while orders generated by AI search increased nearly 13-fold. a16z partners Olivia Moore and Justine Moore argue that AI agents are becoming a major force in online commerce, influencing product choices, subscriptions and where people spend. They use the term “business-to-agent,” or B2A, for this shift. AI-referred traffic to Shopify stores rose eightfold year over year in the first quarter, while orders generated by AI search increased nearly 13-fold. The partners identify four groups positioned to benefit: companies building agent models, businesses creating new products enabled by AI agents, traditional businesses optimizing for AI agents and providers of agent infrastructure. The framework adds a commerce angle to a16z managing partner Chris Dixon’s view of [stablecoins as a natural way for AI agents to pay one another](). ## Links in this article - [stablecoins as a natural way for AI agents to pay one another](https://www.tokenpost.com/news/technology/39783)