DoorDash says AI agents have placed only several hundred orders
Summarised from 2 outlets · Updated 30 Oct, 21:20 · Archive
DoorDash has received several hundred orders from third-party AI agents, a tiny fraction of its billions of total orders.
DoorDash disclosed during its third-quarter earnings call that it has received 'several hundred' orders from third-party AI agents such as Muse, Instinct and Fo. This represents a tiny fraction of the company's order volume: DoorDash handles roughly 3 million deliveries daily and processed just under 1 billion orders in the third quarter of 2024 alone.
Chief executive Tony Xu acknowledged the low take-up, saying that AI agents for food ordering represent 'a very low use case'. He noted that users still predominantly place orders directly through DoorDash's app. Despite the current low numbers, Xu said DoorDash wants to learn more about agent use cases and develop relationships with third-party agent makers, with potential future opportunities for advertising within those agents.
DoorDash has developed its own AI ordering tools, including a text-to-order agent launched in September, a CLI agent from July, and a chatbot called Ask DoorDash from June. The company also recently released a Model Context Protocol connector to enable ordering from other chatbots, particularly for corporate lunch orders. Ars Technica notes that this connector only became available less than a month ago and is currently limited to a small number of early beta partners.
How it is being reported
- Basically no one is using AI agents for their DoorDash ordersBut it's still early days for the relatively new e-commerce use case.Ars Technica · 30 Oct, 19:30
- DoorDash said it’s only received ‘several hundred’ orders from AI agentsDoorDash said that it is open to working with third-party agent makersTechCrunch · 30 Oct, 13:54
In this story: DoorDash · Tony Xu · Muse · Instinct · Fo
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