The Startup Ideas Podcast
The Startup Ideas Podcast

The Next $100B Market: Selling To AI Agents

June 2, 2026

AI Summary

5 min read

The internet is about to be reshaped by a new kind of user: AI agents. For decades, every website, app, and SaaS tool was designed for a human being—someone who reads, compares, clicks, and buys. But that assumption is breaking down. As agents proliferate—personal agents in your pocket, business agents like Claude Code or OpenClaw—they will soon outnumber human users. The host of this episode argues that this shift creates a massive, largely unaddressed opportunity: building the infrastructure, products, and services that serve agents directly, not the humans behind them.

The Agent Buying Journey

To build for agents, you first need to understand how they "think" and "act." Unlike a human customer who responds to persuasion—branding, video, social proof, a compelling demo—an agent customer wants structured capability, permission, and trust. The host maps out an agent buying journey that mirrors a human one but with radically different requirements. An agent doesn't browse a landing page; it checks policy, limits, and identity. It doesn't fill out a form; it invokes a tool, makes an API call, pays, books, signs, and subscribes. It files tickets, changes settings, and—most strangely—recommends tools to other agents. This is not science fiction. The host points to the acquisition of Multiple, a social network for agents, as an early glimpse of what's coming: agents will have

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What you'll learn

  • 1 (00:00) **The Shift: From Human Internet to Agent Internet** - The internet's end user is changing from humans to AI agents, creating a new machine-to-machine economy.
  • 2 (00:55) **Core Thesis: Build Startups for Agents** - A tweet that sparked the episode: over the next 10 years, billions of agent customers will want to use services, requiring every SaaS category to be rebuilt for agents.
  • 3 (01:28) **The Machine-to-Machine Economy** - The shift from the old web (humans searching, reading, comparing, clicking, buying) to the agent web (agents discovering, evaluating, invoking tools, paying, renewing).
  • 4 (02:25) **The Agent Buying Journey** - Mapping out how agents will find, evaluate, and transact with services.
  • 5 (04:37) **What Agents Need That Humans Do Not** - Key infrastructure requirements for agents: identity, tools, inbox, memory, wallet, and receipts.
  • 6 (05:31) **Concrete Example: Agent Mail** - A YC-backed startup building email inboxes for AI agents, providing an API for agent communication.
  • 7 (06:21) **Concrete Example: Stripe Agent Wallet** - Stripe launched a way to give agents a wallet with spend caps and approval rules, enabling purchasing agents to buy software.

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Show Notes

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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