Keep pulling the thread on Tiny Fish.
Citing Gartner, Sudhir predicts that by 2028, approximately 90% of B2B transactions will be identified or disintermediated by AI agents.
The B2B transaction volume expected to be handled by AI agents by 2028 represents approximately $15 trillion in value.
Sudhir argues that because AI agents focus on task execution rather than page views, they are fundamentally disrupting the existing ad-based business model of web commerce.
Khalil predicts that AI agents will execute the majority of global payment volume within the next 10 years.
In 2024, for the first time, non-human bot traffic accounted for 51% of all web traffic, making humans a minority.
While AI agent traffic is currently less than one basis point of total web traffic, it is growing at a rate of approximately 500x.
Sudhir predicts there will be between 500 billion and one trillion AI agents in the future, including both software and device-based agents.
Sudhir argues that AI agents making purchasing decisions will not be influenced by brand marketing, rendering the brand value of companies like Coca-Cola, which he estimates at $100 billion, useless.
Citing a recent Mintmify post, Khalil states that AI agents now account for 60% of all traffic to software documentation pages.
Paul views the security vulnerabilities exposed by OpenClaw and MoltBook as a prime example of the risks of allowing uncontrolled "Shadow IT" AI agents within an organization.
Sudhir believes OpenAI is positioned to monetize its role as the new 'first point of contact' for user queries, creating a brutal competitive battle with Google.
Khalil argues that companies building AI agents should adopt a payments-centric business model, taking a percentage take rate on the Gross Merchandise Volume (GMV) their agents facilitate.