Uber says only four rides were ordered through AI agents during Halloween week

Uber said on its third-quarter earnings call that only four rides were ordered through an AI agent during the week of Halloween, its busiest week in October. CFO Balaji Krishnamurthy said the company handled around 320 million trips and orders across Uber and Uber Eats that week, while only 500 Uber Eats orders were placed by an AI agent. CEO Dara Khosrowshahi called the uptake "very, very early and very limited traction." DoorDash said last week on its earnings call that it has received only a few hundred AI-agent orders so far. Khosrowshahi noted that booking a ride takes about 50 seconds in Uber's app and re-ordering food takes 90 seconds, suggesting AI agents may not save time, though he called agents a net positive for demand and said around eight major AI assistants are currently on the market.