DoorDash Reports Only 'Several Hundred' Orders From AI Agents

Amid widespread speculation of autonomous commerce, DoorDash CEO Tony Xu notes that third-party AI agents account for a tiny fraction of orders.

Addressing widespread industry excitement surrounding autonomous commerce, food delivery giant DoorDash revealed during its Q3 earnings call that third-party AI agents like Muse, Instinct, and Fo have driven only 'several hundred' total orders to date.

Comparing this figure to the company's daily average of 3 million deliveries, CEO Tony Xu noted that while the company embraces emerging technology, consumer behavior remains firmly anchored in traditional app interfaces. DoorDash aims to continue studying agentic use cases while maintaining healthy partnerships with agent developers.