DoorDash said it’s only received ‘several hundred’ orders from AI agents
DoorDash has reported receiving only "several hundred" orders from third-party AI agents, such as Muse, Instinct, and Fo. This figure stands in contrast to the company's average of 3 million daily deliveries, indicating a currently minimal impact on its overall order volume. DoorDash's CEO acknowledged the dynamic nature of AI agents while noting that users predominantly order through the company's own app.
Despite broad discussions about AI agents transforming online commerce, DoorDash's recent third-quarter earnings call revealed a limited current impact. The delivery company stated it has processed only "several hundred" orders originating from third-party agents like Muse, Instinct, and Fo. This volume is notably small when compared to DoorDash's reported average of 3 million deliveries completed daily in 2025.
DoorDash CEO Tony Xu commented on the evolving landscape, emphasizing the need to embrace technological shifts without being unrealistic about their immediate state. While users primarily continue to place orders through the DoorDash app, the company expressed interest in understanding agentic use cases and fostering relationships with third-party agent developers, even exploring potential advertising opportunities within these platforms.
DoorDash has also developed its own suite of AI-powered ordering tools, including a text-to-order agent launched in September, a CLI agent from July, and the Ask DoorDash chatbot introduced in June, which supports orders via prompts and photos. Additionally, it released an MCP (Merchant Partner Connect) to facilitate corporate ordering through other chatbots. This strategy aligns with a broader industry trend where companies like Walmart are welcoming personal agents, while others, such as Amazon, are blocking them.
The data from DoorDash suggests that while AI agents represent a developing area of technology, their current penetration into mainstream consumer ordering remains nascent. The "several hundred" orders are not specified by timeframe, making a precise comparison to daily delivery volumes challenging, but the overall implication is that traditional app-based ordering continues to dominate for the company.
Share this article
Related reading
6 stories
China joins global race to reawaken brain-injury patients through ultrasound therapy
Apple confirms iOS 27.3 beta is coming next week with Apple Intelligence in China
Batch video editing with Adobe Premiere scripting: lessons learned
My Daughter Wanted a Haunted House. Gemma Became the Game Master.
