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Agentic AI
5 min read
Bots already request more web pages than people do. That is the small part of the story. The larger part is what happens when the audience stops wanting the page at all.

Nadav Dray
Co-Founder & CEO

In June, Cloudflare’s network data showed automated systems making about 57% of all requests for web pages. People made the rest. Cloudflare’s CEO, Matthew Prince, had predicted that crossover for the end of 2027. It arrived more than a year early, and he said so himself: “that happened faster than I predicted.” Thales, which has tracked this for thirteen years, put the human share of web traffic at 47% for 2025, down from 49% the year before.
Most people read that as a milestone. I read it as a starting line. Human traffic is on its way to becoming a rounding error of the internet, and we are at the very beginning of that curve. Two forces are pushing it, and they compound.
Force one: the bar for experience has moved
The open web still offers what it offered fifteen years ago. You land on a page, scroll an article, and pass a hero image and a few banners on the way down. People who grew up with that format tolerate it, because to them that is what the internet is supposed to look like.
Younger users do not share that memory. They spend their hours in feeds where video, a growing share of it made by AI, is assembled for them one swipe at a time. Their standard for what deserves attention was set somewhere else, and it keeps rising as AI produces more creative work, faster.
The data points the same way. The Reuters Institute found that 54% of Americans aged 18 to 24 now name social and video networks as their main source of news, up 13 points in a single year. Across the 48 markets it studied, people under 35 were reluctant to visit a news website or app at all. People under 25 were twice as likely as the average adult to get news from an AI chatbot every week.
It is harsh to say, but the open web is turning into an older person’s medium. Attention is the most valuable currency a user holds, and a traditional page of articles and banners is asking for it at a price fewer young people will pay. Even when they do land on your site, they expect something other than the same old page.
So the open question is whether the open web can build an experience worth the visit. If it can, real human traffic stays. If it cannot, the open web becomes a place visited by machines and a shrinking group of legacy readers.
Force two: adoption has barely begun
The second force is arguably bigger. A Census Bureau survey found that 57% of American adults had used an AI tool. That sounds like saturation. It is not. Trying a chatbot now and then is a different thing from having software that works on your behalf all day.
The better number is this one: as of April 2026, only 2.2% of U.S. households paid for an AI subscription. More than 97% have not yet committed to AI in the way that turns one person into a steady source of machine traffic.
That matters because of the arithmetic. A person reads one page. An agent answering one question for that person may read hundreds. HUMAN Security measured automated traffic growing nearly eight times faster than human traffic in 2025, and traffic from agentic browsers growing 7,851% from a base of almost nothing. That is the curve we are on with about 2% of households paying.
Think about the iPhone. At launch it belonged to a small group of people. Today it is hard to find someone without a smartphone, including in much poorer countries. As computing gets cheaper, AI will follow the same path, and likely faster. Each household that adopts it adds a fleet of requests, not one more visitor.
What the web becomes
Put the two forces together and the web turns into raw material. It becomes a source of information that machines read, while the experience happens somewhere else: in whatever interface your assistant uses to hand you what you needed, in a form you can absorb.
If my agent has already read the page, it knows what I need to know and can deliver it better than the page could. The visit never happens.
This does not end publishing. It changes who the reader is.
What it means for media
Almost every measure in advertising assumes a person on the other end: the impression, the viewable second, the unique reach. When most requests have no person attached, counting requests tells you less every quarter.
Publishers now have two audiences. Machines want the information. People want an experience. Very few sites are built on purpose for either one. And for anyone buying media, verified human attention becomes the scarce thing, and it will be priced that way.
The internet is not shrinking. The human share of it is. Plan for the audience that will actually be there.
Sources: Cloudflare Radar, June 2026; Thales 2026 Bad Bot Report; Reuters Institute Digital News Report 2025; U.S. Census Bureau Household Trends and Outlook Pulse Survey, via USAFacts; PNC Research, cited in Andreessen Horowitz’s State of Markets, September 2026; HUMAN Security 2026 State of AI Traffic Report.
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