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

DoorDash revealed during its third-quarter earnings call that it has received only "several hundred" orders from third-party AI agents, such as Muse, Instinct, and Fo, compared to the millions of daily deliveries it typically completes. CEO Tony Xu noted that while the company wants to learn more about agentic use cases and maintain a healthy relationship with agent developers, users still predominantly place orders through the DoorDash app. Open article →