DoorDash Says Third-Party AI Agents Place Only a Few Hundred Orders
On its third-quarter earnings call, DoorDash said orders from third-party AI agents such as Muse, Instinct, and Fo totaled only "a few hundred," while the company reported completing about 3 million deliveries per day in 2025. CEO Tony Xu said ordering via agents remains a fast-changing area, but should not be divorced from reality. DoorDash has also launched its own text-ordering agent in September, a CLI agent in July, and the Ask DoorDash chatbot in June, and released MCP to support enterprise catering scenarios in which orders are placed from other chatbots.
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DoorDash's earnings call provided the actual scale of orders placed by third-party agents, which can be compared with the roughly 3 million daily orders to gauge the current penetration of agentic commerce.
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There’s a big uproar about AI agents taking over commerce and orders, but that might not be the case just yet. Delivery company DoorDash revealed during its third-quarter earnings call that it has only seen “several hundred” orders from third-party agents like Muse, Instinct, Fo, and others. For comparison, the company said in its 2025 report it completes an average of 3 million deliveries daily.
“I would say that this [using agents to order] is something that is still a very dynamic area. And my take on all things technology is you never want to fight gravity. But at the same time, you don’t want to be delusional,” DoorDash CEO Tony Xu said in an answer to an analyst’s questions about the topic. “What I mean by that is if you look at where AI agents are today, we’re seeing maybe several hundred orders in total from some of these third-party agents,” he said.
DoorDash has its own agents, including a text-to-order agent it launched in September , a CLI agent introduced in July , and a chatbot called Ask DoorDash it launched it June, which allows users to place orders through prompts and photos . The company also released an MCP to enable ordering from other chatbots for corporate ordering.
The space of agent-based ordering is evolving, as websites are still deciding whether to allow them to access their content or not. Amazon has been blocking such personal agents, but Walmart has laid out a red carpet for them in order to snag some business from its competitors .