DoorDash CEO says outside AI agents have generated only a few hundred orders so far
Original title: Basically no one is using AI agents for their DoorDash orders
DoorDash co-founder and CEO Tony Xu said on Thursday's Q3 earnings call that outside AI agents have generated only a few hundred orders on the platform since they started running, a "very low use case" for a company that handled just shy of 1 billion orders in the third quarter of 2026 alone. He said AI agents may genuinely help with "long consideration purchases," but simple tasks like ordering food come directly to DoorDash.
Why it mattersThe CEO's earnings call quote gives a concrete order scale for third-party AI agents, useful for gauging agent adoption against the platform's overall volume.
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Original article
As AI tools and agents have continued their march across all aspects of digital life, many companies are trying to use LLMs to improve the experience of purchasing goods and services on the Internet. Thus far, though, a vanishingly small number of people seem to be taking advantage of those capabilities, at least when it comes to using the popular food delivery app DoorDash with an outside AI agent.
In a third-quarter earnings call Thursday, DoorDash co-founder and CEO Tony Xu responded to an analyst question by noting that "AI agents are generating several hundred orders [on DoorDash] across the time that they've been up and running." In a marked understatement, Xu called this a "very low use case" for a company that handled just shy of 1 billion orders total in the third quarter of 2026 alone.
Speaking generally, Xu said he sees the potential for AI agents to be genuinely helpful for "long consideration purchases" and major decisions where agents would be "doing work on your behalf proactively in the background." However, Xu added, "when it comes to a task that's as simple as ordering food, we tend to see that come directly to DoorDash."
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