DoorDash says it has received only several hundred orders from AI agents
DoorDash said it’s only received ‘several hundred’ orders from AI agents
- Who
- DoorDash
- What
- reported several hundred orders received from third-party AI agents
- When
- Quote
DoorDash revealed during its third-quarter earnings call that it has only seen “several hundred” orders from third-party agents like Muse, Instinct, Fo, and others.
What happened
DoorDash said during its third-quarter earnings call that it had received only “several hundred” orders in total from third-party AI agents such as Muse, Instinct, and Fo. For comparison, its 2025 report cited an average of 3 million deliveries daily. CEO Tony Xu said users still predominantly order through DoorDash’s app, while the company wants to explore agent use cases and relationships with third-party developers.
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See the full storyDoorDash Says Third-Party AI Agents Have Placed Only Several Hundred OrdersThe story so far
DoorDash said it has received only “several hundred” orders in total from third-party AI agents such as Muse, Instinct, and Fo, with CEO Tony Xu saying customers still predominantly order through DoorDash’s app. The company disclosed the figure during its third-quarter earnings call. For scale, DoorDash’s 2025 report cited an average of 3 million deliveries daily. Xu said the company wants to explore uses for AI agents and relationships with third-party developers.
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