DoorDash Reports Minimal Order Volume from Third-Party AI Agents
During its third-quarter earnings call, DoorDash CEO Tony Xu revealed that the company has processed only 'several hundred' orders via third-party AI agents such as Muse and Instinct. This figure stands in stark contrast to the company's daily average of approximately 3 million deliveries, suggesting that while AI agent commerce is a growing topic of discussion, it currently represents a negligible fraction of total transaction volume. Despite the low current adoption, DoorDash is actively developing its own suite of AI tools, including 'Ask DoorDash' and text-to-order capabilities. The company aims to maintain a balanced approach by exploring advertising opportunities within third-party agents while avoiding overestimating the immediate impact of agentic commerce on their core business model.
Topics: AI agents Artificial Intelligence E-commerce Food Delivery