DoorDash Reveals Only 'Several Hundred' AI Agent Orders
Despite widespread discussions regarding the automation of commerce through artificial intelligence, delivery giant DoorDash reports that third-party AI agent orders remain minimal.
Radwan AbdulhadiEditor and technology writer
AI Agent Orders Remain Low at DoorDash
While industry discussions frequently focus on the potential of artificial intelligence to transform online commerce, the actual volume of transactions processed via external automation tools remains low. Delivery company DoorDash revealed during its third-quarter earnings call that it has only seen 'several hundred' orders from third-party agents such as Muse, Instinct, and Fo.
For comparison, DoorDash previously stated in its 2025 report that it completes an average of 3 million deliveries daily, putting the early figures from external AI systems into perspective against traditional consumer ordering habits.
CEO Tony Xu Weighs in on Technology and Gravity
Discussing the trend with analysts, DoorDash CEO Tony Xu addressed the realities of adopting emerging technology trends too quickly. He emphasized a balanced approach to agent-driven workflows rather than chasing unproven metrics.
'I would say that this 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,' Xu said in response to analyst questions regarding artificial intelligence.
Xu added that users still predominantly place orders directly through the primary DoorDash platform rather than external automation frameworks, though the delivery platform remains open to learning more about agentic use cases.
DoorDash Deploys Its Own AI Tools
Rather than relying entirely on external platforms, DoorDash has developed and released several proprietary AI options for its ecosystem. These include a text-to-order agent it launched in September to streamline food delivery requests via messaging.
The company also introduced a command line interface option through an agent introduced in July, alongside an interactive chatbot called Ask DoorDash that was launched in June to let users place orders using simple prompts and photos.
Additionally, DoorDash released an MCP to enable ordering from other chatbots specifically for corporate ordering requirements.
Broader Commerce and Competitor Landscape
The broader digital commerce space continues to navigate how to handle external personal assistants and automated bots accessing website content. While companies like Amazon have taken steps to block such personal agents, competitors like Walmart have welcomed them in an effort to snag some business from its competitors.
As the ecosystem matures, DoorDash aims to maintain a healthy relationship with third-party agent developers, noting that future monetization opportunities such as in-agent advertising could emerge as technology adoption shifts.
Sources
- TechCrunchDoorDash said it’s only received ‘several hundred’ orders from AI agents
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