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At its third-quarter earnings call, DoorDash disclosed that orders from third-party AI agents such as Muse, Instinct, and Fo totaled only "a few hundred." CEO Tony Xu said ordering via agents is still a fast-changing area, but it should not be divorced from reality. TechCrunch AI reported that DoorDash's 2025 report said it completes about 3 million deliveries per day on average; Ars Technica said the platform's total order volume in the third quarter of 2026 was close to 1 billion. Xu believes AI agents are better suited to large purchases that require lengthy consideration, while for simple tasks like ordering food, users will still open DoorDash directly. DoorDash itself is also advancing related features, including a text-ordering agent launched in September, a CLI agent launched in July, and the Ask DoorDash chatbot launched in June, and it has released MCP to support enterprise catering scenarios in which orders are placed from other chatbots.
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WIRED: Meta's Muse Has Yet to Truly Disrupt Businesses Across IndustriesDevelopments
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DoorDash says only a few hundred orders were placed by third-party AI agents
Source:TechCrunch AI
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Oct 31
Wired AI
WIRED: Meta's Muse Has Yet to Truly Disrupt Businesses Across Industries
WIRED interviewed executives at about 50 companies in travel, dining, telecom, insurance and other sectors; most said order volumes from Muse and other agents remain very small. DoorDash said it was only "hundreds" of orders, Hilton called it "negligible," and Life Time said the number of memberships canceled because of agents was zero. Meta CEO Zuckerberg said more than 10 million people in the U.S. and Canada have enabled Muse, over 25% use it for shopping, and he plans to charge merchants for transactions facilitated by Muse. Companies such as Chipotle have begun optimizing their website code so that agents can complete orders.
Ars Technica
DoorDash: External AI agents have so far brought only a few hundred orders
DoorDash CEO Tony Xu said on the third-quarter earnings call that external AI agents have generated only a few hundred orders on DoorDash since launching, while the platform's total orders in the third quarter of 2026 approached 1 billion. Xu believes AI agents are better suited to "large purchases that require a long time to consider," while for simple tasks like ordering food, users will still open DoorDash directly.
Oct 30
TechCrunch AI
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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