DoorDash: orders from third-party AI agents — 'a few hundred'
DoorDash at its third-quarter earnings call reported that it received only 'a few hundred' orders from third-party AI agents (an agent is a program that performs a task for the user on its own, for example placing a delivery order).
On October 30, 2026, DoorDash on its third-quarter earnings call reported that it had received only 'a few hundred' orders from third-party AI agents. This refers to agents such as Muse, Instinct, and Fo. For comparison, in its 2025 report the company stated an average of 3 million deliveries per day.
The difference from the previous period lies in the ordering method itself, not in volume. Previously, orders went through the DoorDash app; now some requests come from third-party agents. CEO Tony Xu, when asked by an analyst, said: 'you don't want to go against gravity,' but also 'you don't want to feed illusions.' According to him, users still order mainly through the DoorDash app.
In practice, the figure shows that orders via third-party agents are still a small share. At the same time, DoorDash is developing its own agents: in September it launched an agent for ordering by text, in July a CLI agent (command-line interface), in June the Ask DoorDash chatbot with ordering via prompts and photos. The company also released an MCP (a protocol through which other chatbots can access the service) to enable ordering from third-party chats. Xu says the company wants to study scenarios with agents and build relationships with their developers; in the future he sees the possibility of advertising within such agents.
What remains unknown: exactly how 'a few hundred' was counted — over what period and which agents are included — the source does not specify. There is also no data on the dynamics of orders via agents or on what share they will constitute going forward.