DoorDash Reports Only a Few Hundred Orders From AI Agents in Q3

During its third‑quarter earnings call, DoorDash said it has received only "several hundred" orders from third‑party AI agents such as Muse, Instinct, and Fo. The company averages about 3 million deliveries per day, indicating that AI‑driven ordering accounts for a minuscule fraction of its business. CEO Tony Xu noted that most customers still place orders via the DoorDash app, but the firm is exploring partnerships with agent makers and potential advertising opportunities within those agents. DoorDash also operates its own agents, including a text‑to‑order bot launched in September, a CLI agent from July, and a chatbot called Ask DoorDash launched in June, as well as an MCP for corporate ordering through other chatbots.