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The internet’s fastest-growing customers aren’t human

Tech Funding News Abhinaya Prabhu

A startup is selling directly to AI agents, skipping the humans who own them. Agents already make up over half of web traffic, and it's growing fast.

Something strange happened to the internet somewhere in the last two years: most of the traffic stopped being human. Imperva put automated activity above 51 percent of the web in 2024, and the fastest-growing slice of that number is AI agents, software that browses, decides, and now pays, without a person clicking anything. Most businesses treat that traffic like noise to be filtered at the firewall. Artemii Amelin, 22, looked at the same numbers and built a company around selling to it directly.

His startup, Pilot Protocol, runs an open networking layer for autonomous agents with an app store bolted on top, one that puts third-party tools in front of the agents themselves rather than the engineers who deployed them. Amelin's pitch is blunt: thirty years of marketing craft, from clean UI to persuasive copy, means nothing to something that has no eyes and no patience for a tagline. An agent given a task scans available tools, picks whichever finishes the job cheapest in compute, and moves on. There's no funnel, no retargeting pixel, no second chance. You get chosen in one pass or you don't get chosen at all.

The money chasing this idea is not small. Juniper Research pegs agent-driven commerce at $8 billion this year, climbing to $1.5 trillion by 2030. Adobe Analytics clocked a 4,700 percent surge in generative-AI traffic to U.S. retail sites through July 2025. Coinbase's x402 protocol, built so software can pay software, has already processed 165 million agent transactions in its first year on the market. Pilot itself claims 250,000 connected agents and 115 billion requests handled, growing 10 percent a week between March and June, largely from agents discovering the network on their own.

There's an obvious parallel to search-engine optimization, which turned making pages legible to crawlers into a multibillion-dollar industry once Google became the internet's front door. Amelin is wagering the agent era needs the equivalent one layer up: not visibility to an indexing bot, but legibility to something that hires, buys, and acts on its own authority. What a vendor buys from Pilot is a compact, machine-readable listing an agent can weigh alongside every other option in the same instant it decides.

The obvious rival is the model labs themselves. Anthropic runs a skills catalog, OpenAI has its GPT Store baked into ChatGPT with revenue share for developers, and both are locked to their own models. Pilot's argument is that neutrality is the whole point, that reaching agents regardless of which model or harness they run on is a fundamentally different business than owning one storefront. This spring the company raised $4.5 million led by Version One Ventures, with CEO Razvan Roman bringing pedigree from TwoTap, a startup he sold into what became PayPal's $4 billion Honey acquisition. Skeptics note an agent's human owner can still veto what gets installed, and that the big platforms extend their marketplaces every quarter. But the traffic numbers aren't debatable, and neither is the fact that almost no company yet knows how to persuade a machine to choose it.

My take

Selling to software instead of people sounds like a punchline until you remember SEO already proved vendors will happily optimize for an audience incapable of being flattered. The real signal here isn't the app store, it's who wrote the check: investors who've already lived through marketplaces and payment rails once before and recognize the shape of this one. Whether Pilot itself survives the model labs building their own walled agent stores is genuinely up for grabs, but the bigger claim, that agents are becoming customers in their own right, stopped being speculative the moment they crossed half of all web traffic.

Read more about this at: Tech Funding News

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