The Next $100B Market: Selling To AI Agents

In this solo episode, I break down the shift from a human-first internet to an agent-first one, where AI agents become the customers that discover, evaluate, pay, and recommend. I map the agent buying journey and the new infrastructure agents need: identity, tools, an inbox, memory, a wallet, and receipts. I ground it with concrete examples like AgentMail and Stripe's agent wallet, then show how to make your website agent-readable through structured docs, schemas, MCP tools, and executable actions. I close with rapid-fire startup ideas and my big prediction for the next ten years: build startups for agents.

Timestamps:

00:00 – Intro

00:49 – The tweet: build startups for agents

01:47 – Old web vs. agent web

02:24 – The agent buying journey

04:38 – What agents need: identity, tools, inbox, memory, wallet, receipts

05:30 – Examples: AgentMail, Stripe agent wallet, support, procurement, MCP, travel agent

08:24 – Building an agent-readable website

09:31 – What does this change for Startups

11:55 – Rapid-fire startup ideas for agents

13:07 – Closing Thoughts

Key Points

• I explain that AI agents are becoming the primary customers online, with agent traffic set to outnumber human traffic.
• I lay out the agent buying journey: finding, evaluating, transacting, using tools, and recommending to other agents.
• I list what agents need beyond what humans need: identity, tools, an inbox, memory, a wallet, and receipts.
• I walk through real examples like AgentMail, Stripe's agent wallet, support, procurement, MCP servers, and a travel agent.
• I show how to make a site agent-readable with structured docs, schemas, MCP tools, SDKs, OAuth, checkout, sandboxes, and receipts.
• I share rapid-fire startup ideas for the agentic era and frame my big prediction: build startups for agents.

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