DoorDash said it’s only received ‘several hundred’ orders from AI agents
There’s a big uproar about AI agents taking over commerce and orders, but that might not be the case just yet. Delivery company 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. For…
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There’s a big uproar about AI agents taking over commerce and orders, but that might not be the case just yet. Delivery company 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. For comparison, the company said in its 2025 report it completes an average of 3 million deliveries daily. “I would say that this [using agents to order] is something that is still a very dynamic area. And my take on all things technology is you never want to fight gravity. But at the same time, you don’t want to be delusional,” DoorDash CEO Tony Xu said in an answer to an analyst’s questions about the topic. “What I mean by that is if you look at where AI agents are today, we’re seeing maybe several hundred orders in total from some of these third-party agents,” he said. Xu mentioned that users are still predominantly placing orders through DoorDash’s app. However, the company wants to learn more about agentic use cases and develop a healthy relationship with third-party agent makers. He added that, in the future, there could be an opportunity for it to advertise within these agents. DoorDash has its own agents, including a text-to-order agent it launched in September, a CLI agent introduced in July, and a chatbot called Ask DoorDash it launched in June, which allows users to place orders through prompts and photos. The company also released an MCP to enable ordering from other chatbots for corporate ordering. The space of agent-based ordering is evolving, as websites are still deciding whether to allow them to access their content or not. Amazon has been blocking such personal agents, but Walmart has laid out a red carpet for them in order to snag some business from its competitors. Topics AI, AI agents, Commerce, DoorDash, muse When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence. Ivan Mehta Ivan covers global consumer tech developments at TechCrunch. He is based out of India and has previously worked at publications including Huffington Post and The Next Web. You can contact or verify outreach from Ivan by emailing [email protected] or via encrypted message at ivan.42 on Signal. View Bio November 4 Boston Buy One Pass, Get a Second FreeCover more ground at TechCrunch’s ultimate founder bootcamp of the year by bringing your co-founder or partner for freeBook before the BOGO deal expires Register Now Most Popular Anthropic expected to receive high ‘junk’ rating from credit agencies following IPO, FT report says Lucas Ropek Google’s first data center satellite is online and writing poetry Tim Fernholz As search traffic dries up, Reddit announces it’s shifting to a logged-in experience Sarah Perez AI execs may be too out of touch to build for the general public Amanda Silberling VCs will make billions on Anthropic’s IPO, but Amazon is set to make much (much) more Marina Temkin Billionaire Palmer Luckey isn’t leaving California over the wealth tax Julie Bort Anduril, Qualcomm launch BlueChip, a new kind of US-made laptop Julie Bort