DoorDash says it has only received several hundred orders from AI agents
DoorDash disclosed on its third‑quarter earnings call that third‑party AI agents such as Muse, Instinct and Fo have generated only “several hundred” orders so far. The company contrasted that with its 2025 report showing an average of 3 million deliveries daily, indicating that most customers still order through the DoorDash app.
Key points
- DoorDash reported only “several hundred” orders placed via third‑party AI agents in Q3.
- The company processes about 3 million deliveries daily, most still through its own app.
- DoorDash launched its own text‑to‑order, CLI, and Ask DoorDash agents and eyes future ad opportunities.
CEO Tony Xu told analysts the agent‑driven ordering is “still a very dynamic area” and warned against both over‑optimism and denial. He said the firm is studying agent use cases and may later allow advertising inside these agents. DoorDash also highlighted its own AI ordering tools—a text‑to‑order agent launched in September, a CLI agent in July, and the Ask DoorDash chatbot introduced in June—plus an MCP for corporate chatbot ordering.
The broader ecosystem remains split: Amazon is blocking personal agents from its sites, while Walmart is welcoming them to capture market share. The modest early numbers suggest AI agents have yet to reshape food‑delivery commerce, but DoorDash sees potential future revenue streams.
Model page: Muse →
DoorDash said it’s only received ‘several hundred’ orders from AI agents
TechCrunch AI · 30 October 2026
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