Uber only fulfilled 4 rides from AI agents last quarter

During its third-quarter 2026 earnings call, Uber revealed that third-party AI agents arranged only four rides on its platform, while AI agents fulfilled around 500 Uber Eats orders during the week of Halloween, out of a total of 320 million rides and deliveries. This marks the first time Uber has disclosed such figures, amid predictions that AI agents like Meta's Muse or OpenAI's Dots could disintermediate platforms like Uber and DoorDash. However, the early data suggests the risk remains minimal. CEO Dara Khosrowshahi expressed openness to working with third-party AI companies to make the platform easier for agents to use, while emphasizing confidence that customers will continue to prefer using the Uber app directly. He noted it is "very, very early" and that Uber wants to avoid dependence on any single player. Uber is also developing its own AI tools, such as a Cart Assistant for Uber Eats, to keep customers on its platform. Despite the potential for AI companies to push for more disintermediation, getting Uber to agree will be a tough ask.

(Source：The Verge)