How Much of the Web Do AI Agents Use?

Parag Agrawal says agents are using the web at 10 to 20 percent of humans. If his thousand X number is right, at least 5,000x or 10,000x growth is left from here. He treats the remaining growth as another way of saying we are very early with agents.

A lot of agent traffic is also people crawling for pre-training. When a website owner looks at automated activity versus human activity, automated activity is ripping. The 10 to 20 percent level is his best estimation of where we are right now. In the Bay Area and Silicon Valley, people are living in a little bit of a bubble. Most people's agents are not doing the number of searches his agents are doing, but they will.