Sequoia says consumer AI agents outpace B2B adoption

Sequoia Capital argues that consumer AI agents are experiencing rapid adoption and strong product-market fit, contrary to initial predictions that the agent economy would begin in the B2B sector. The author notes that consumers are increasingly trusting agents with their emails and wallets, pointing to milestones like Instinct surpassing $1 billion in annualized purchase volume alongside investments from Meta and SpaceX. Open article →