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DoorDash Reports Only Several Hundred Orders from Third-Party AI Agents

1 reports 1 reporting sources 3 hours agoNew

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DoorDash said third-party AI agents, including Muse, Instinct, and Fo, have generated only “several hundred” orders in total, with CEO Tony Xu saying users still predominantly order through DoorDash’s app. The company disclosed the figure during its third-quarter earnings call; for scale, its 2025 report put average daily deliveries at 3 million. DoorDash wants to explore uses for AI agents and relationships with third-party agent makers, with advertising within agents a potential future opportunity.

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Latest development10/30 21:54 (UTC+8)
DoorDash says it has received only several hundred orders from AI agentsTechCrunch · AI

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10/30
  1. TechCrunch · AI
    DoorDash says it has received only several hundred orders from AI agents

    DoorDash disclosed during its third-quarter earnings call that third-party AI agents such as Muse, Instinct, and Fo have generated only “several hundred” orders in total, compared with the average of 3 million daily deliveries reported in its 2025 report. CEO Tony Xu said users still predominantly order through DoorDash’s app. The company wants to explore agentic use cases and relationships with third-party agent makers, with advertising within agents a potential future opportunity.

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