DoorDash said it’s only received ‘several hundred’ orders from AI agents

There’s a large uproar astir AI agents taking implicit commerce and orders, but that mightiness not beryllium the lawsuit conscionable yet. Delivery institution DoorDash revealed during its third-quarter earnings telephone that it has lone seen “several hundred” orders from third-party agents similar Muse, Instinct, Fo, and others. For comparison, the institution said successful its 2025 study it completes an mean of 3 cardinal deliveries daily.

“I would accidental that this [using agents to order] is thing that is inactive a precise dynamic area. And my instrumentality connected each things exertion is you ne'er privation to combat gravity. But astatine the aforesaid time, you don’t privation to beryllium delusional,” DoorDash CEO Tony Xu said successful an reply to an analyst’s questions astir the topic. “What I mean by that is if you look astatine wherever AI agents are today, we’re seeing possibly respective 100 orders successful full from immoderate of these third-party agents,” helium said.

Xu mentioned that users are inactive predominantly placing orders done DoorDash’s app. However, the institution wants to larn much astir agentic usage cases and make a steadfast narration with third-party cause makers. He added that, successful the future, determination could beryllium an accidental for it to advertise wrong these agents.

DoorDash has its ain agents, including a text-to-order cause it launched successful September, a CLI agent introduced successful July, and a chatbot called Ask DoorDash it launched it June, which allows users to place orders done prompts and photos. The institution besides released an MCP to alteration ordering from different chatbots for firm ordering.

The abstraction of agent-based ordering is evolving, arsenic websites are inactive deciding whether to let them to entree their contented oregon not. Amazon has been blocking specified idiosyncratic agents, but Walmart has laid retired a reddish carpet for them successful bid to snag immoderate concern from its competitors.