DoorDash disclosed during its third-quarter earnings call that it has processed only several hundred orders from third-party AI agents. The company noted this figure against a backdrop of roughly three million daily deliveries completed by humans. CEO Tony Xu described the situation as dynamic and warned against both fighting the trend and becoming delusional about its scale. He confirmed that users remain predominantly active through the DoorDash app rather than automated systems.
The statement clarifies that widespread automation of food ordering has not yet occurred. While DoorDash possesses its own internal agents for text-to-order and chatbot functionality, external tools like Muse and Instinct represent a negligible slice of current volume. The retailer also highlighted that websites are still deciding whether to grant access to these personal agents. Amazon blocks such access while Walmart actively encourages it to capture market share. This divergence in strategy shows that merchant policies vary significantly regarding agent integration.
* Third-party agents account for a fraction of total daily orders.
* DoorDash plans to advertise within these external agent platforms.
* Competitor policies on agent access remain inconsistent.
