Uber Reports Minimal Transaction Volume from Third-Party AI Agents in Q3 2026
During its third quarter 2026 earnings call, Uber executives revealed that third-party AI agents accounted for a negligible fraction of the company's total transactions. Out of 320 million combined rides and Uber Eats deliveries, only four rides and approximately 500 food orders were fulfilled via external AI bots. Despite industry concerns regarding AI disintermediation—where autonomous agents like Meta’s Muse or OpenAI’s Dots might bypass consumer apps—Uber maintains that the technology is in its infancy. CEO Dara Khosrowshahi stated that while the company is open to collaborating with third-party developers, Uber remains focused on driving users toward its own direct platform experience. To mitigate future risks, Uber is actively developing proprietary AI tools, such as the Cart Assistant for Uber Eats, designed to enhance user engagement within its native ecosystem rather than relying on external agents.