DoorDash said it’s only received ‘several hundred’ orders from AI agents
DoorDash has received only several hundred orders from third-party AI agents, a tiny fraction of its 3 million daily deliveries.Summary
During its third-quarter earnings call, DoorDash revealed that it has received only "several hundred" orders from third-party AI agents such as Muse, Instinct, and Fo, compared to its average of 3 million daily deliveries. CEO Tony Xu described agent-based ordering as a "very dynamic area" and said the company does not want to "fight gravity" but also does not want to be "delusional" about the current scale, noting that users still predominantly order through DoorDash's app. DoorDash nonetheless aims to learn about agentic use cases and build relationships with third-party agent makers, with Xu suggesting future opportunities to advertise within these agents. The company also offers its own agents, including a text-to-order agent, a CLI agent, the Ask DoorDash chatbot, and an MCP for corporate ordering. The broader landscape remains unsettled, as Amazon blocks personal agents while Walmart welcomes them to gain a competitive edge.
(Source：TechCrunch)