DoorDash Sees Only 'Several Hundreds' of AI Agent Orders Daily
doordash reports several hundred orders from ai agents like muse and instinct, a tiny fraction of its 3 million daily deliveries. this suggests limited impact of ai agents on commerce so far.
doordash reported that it has only seen several hundred orders from third-party ai agents like muse, instinct, and fo. in comparison, the company completes an average of 3 million deliveries daily. ceo tony xu stated that users are still predominantly placing orders through doordash's app, but the company wants to learn more about agentic use cases and develop a healthy relationship with third-party agent makers. doordash also has its own agents, including a text-to-order agent and a chatbot called ask doordash.