DoorDash said it's only received 'several hundred' orders from AI agents

Why it matters

On its third-quarter earnings call, DoorDash disclosed that third-party AI agents such as Muse, Instinct, and Fo have generated only a few hundred orders, a tiny fraction of the millions of deliveries the company averages each day. CEO Tony Xu described the agentic ordering space as dynamic, saying the company would neither resist the trend nor overstate its current scale. He noted that most customers still order through the DoorDash app, while expressing interest in learning about agentic use cases and building cooperative ties with agent developers. He also raised the possibility of advertising within those agents down the line. The disclosure matters because it offers a rare concrete data point in the debate over whether AI agents will reshape commerce, suggesting adoption remains minimal so far. It also highlights a broader industry split: some platforms welcome agents while others restrict them, and DoorDash itself has built tools like Ask DoorDash and an MCP for corporate ordering, positioning it on multiple sides of the shift.