DoorDash Reports Only 'Several Hundred' Orders From Third-Party AI Agents

Despite widespread discussions regarding artificial intelligence taking over commerce and automated ordering, data from delivery giant DoorDash suggests that agent-driven transactions remain minimal. During the company's third-quarter earnings call, executives revealed that DoorDash has processed only "several hundred" orders originating from third-party AI agents such as Muse, Instinct, and Fo.

To contextualize this volume, DoorDash reported in its 2025 data that it typically completes an average of 3 million deliveries daily.

Leadership Perspective on AI Agents

Addressing analyst inquiries during the earnings call, DoorDash CEO Tony Xu characterized the current adoption of AI agents as a dynamic sector while advising caution against overestimating immediate impact.

• Current Scale: Total orders from third-party agents remain limited to a few hundred.
• Consumer Behavior: The vast majority of customers continue placing orders directly through the official DoorDash app.
• Future Outlook: Xu noted potential future opportunities, such as advertising within third-party agent platforms, while emphasizing the importance of understanding emerging agentic use cases.

DoorDash's In-House AI Initiatives

While external agent orders are low, DoorDash has actively experimented with its own proprietary AI ordering tools:

• Text-to-Order Agent: Launched in September to facilitate ordering via text.
• CLI Agent: Introduced in July for command-line users.
• Ask DoorDash Chatbot: Released in June, allowing users to place orders using text prompts and photos.
• MCP Integration: Developed to enable ordering capabilities from other chatbots specifically for corporate accounts.

Broader Industry Context

The landscape of agentic commerce remains fragmented. While various platforms approach automated bots differently—with companies like Amazon reportedly blocking personal shopping agents and competitors like Walmart welcoming them—websites continue to navigate how to manage content access for automated software.

How to Verify

Readers interested in verifying these figures can review the official DoorDash third-party investor relations transcripts and quarterly financial reports released following the Q3 earnings announcement.