DoorDash CEO Tony Xu Says Third-Party AI Agent Orders Total Only Several Hundred
Summary
DoorDash reports only several hundred orders from third-party AI agents such as Muse, Instinct and Fo, CEO Tony Xu said on the company's third-quarter earnings call, against 3 million daily deliveries. Xu said ordering remains overwhelmingly in DoorDash's own app, though the company sees future advertising potential inside agents.
Key Points
- Xu tells analysts you never want to fight gravity, but you do not want to be delusional about agent ordering.
- DoorDash runs its own ordering agents, including the Ask DoorDash chatbot launched in June.
- Amazon blocks personal AI agents from ordering on its site, while Walmart permits them.