DoorDash 称第三方 AI 智能体下单仅数百单
DoorDash said it’s only received ‘several hundred’ orders from AI agents
DoorDash 在第三季度财报电话会上表示，来自 Muse、Instinct、Fo 等第三方 AI 智能体的订单总共只有“数百单”，而公司 2025 年报告称日均完成约 300 万次配送。CEO Tony Xu 称用智能体下单仍是变化很快的领域，但不应脱离现实。DoorDash 自己也推出了 9 月上线的文本下单智能体、7 月上线的 CLI 智能体和 6 月上线的 Ask DoorDash 聊天机器人，并发布 MCP 支持企业订餐场景从其他聊天机器人下单。
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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 .