DoorDash：外部 AI 智能体至今仅带来数百笔订单
Basically no one is using AI agents for their DoorDash orders
DoorDash CEO Tony Xu 在第三季度财报电话会上称，外部 AI 智能体上线以来在 DoorDash 上仅产生数百笔订单，而该平台 2026 年第三季度总订单量接近 10 亿笔。Xu 认为 AI 智能体更适合“需要长时间考虑的大额购买”，而点餐这类简单任务用户仍会直接打开 DoorDash。
正文
As AI tools and agents have continued their march across all aspects of digital life, many companies are trying to use LLMs to improve the experience of purchasing goods and services on the Internet. Thus far, though, a vanishingly small number of people seem to be taking advantage of those capabilities, at least when it comes to using the popular food delivery app DoorDash with an outside AI agent.
In a third-quarter earnings call Thursday, DoorDash co-founder and CEO Tony Xu responded to an analyst question by noting that "AI agents are generating several hundred orders [on DoorDash] across the time that they've been up and running." In a marked understatement, Xu called this a "very low use case" for a company that handled just shy of 1 billion orders total in the third quarter of 2026 alone.
Speaking generally, Xu said he sees the potential for AI agents to be genuinely helpful for "long consideration purchases" and major decisions where agents would be "doing work on your behalf proactively in the background." However, Xu added, "when it comes to a task that's as simple as ordering food, we tend to see that come directly to DoorDash."
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