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. Numbered Section Summaries 1. The Shift to Agents as Customers — I describe how the internet's end user is moving from humans to AI agents, and why this becomes one of the biggest opportunities of the next decade. 2. Build Startups for Agents — I share the tweet that sparked this: a market of billions of agent customers with millions of wallets, and a call to rebuild every SaaS category agent-native. 3. Old Web vs. Agent Web — I contrast the human web (searching, reading, clicking, buying through persuasion) with the agent web (discovering, invoking tools, paying, renewing through structured capability, permission, and trust). 4. The Agent Buying Journey — I walk through how agents find, evaluate, transact, use tools, and recommend other tools to fellow agents, citing Moltbook as an early signal of social products built for agents. 5. What Agents Need That Humans Skip — I outline the six building blocks agents require: identity, tools, an inbox, memory, a wallet, and receipts, comparing the trust curve to the way it grows with an employee. 6. Concrete Examples in the Wild — I make it tangible with AgentMail (inboxes for agents), Stripe's agent wallet, support and procurement agents, an MCP server for a SaaS app, and a travel agent that books and pays. 7. Building an Agent-Readable Website — I explain how to serve agents with structured docs, schemas, policies, MCP tools, SDKs, OAuth, checkout, sandboxes, and receipts, plus a dedicated /agents entry point. 8. What This Changes for Builders — I cover the move from SEO to AEO, tool calls over forms, executable support, capability manifests, agent procurement, and agent analytics, then close with rapid-fire startup ideas. The #1 tool to find startup ideas/trends - https://www.ideabrowser.com/ LCA helps Fortune 500s and fast-growing startups build their future - from Warner Music to Fortnite to Dropbox. We turn 'what if' into reality with AI, apps, and next-gen products https://latecheckout.agency/ The Vibe Marketer - Resources for people into vibe marketing/marketing with AI: https://www.thevibemarketer.com/ FIND ME ON SOCIAL X/Twitter: https://twitter.com/gregisenberg Instagram: https://instagram.com/gregisenberg/ LinkedIn: https://www.linkedin.com/in/gisenberg/