DoorDash says third-party AI agents have driven only a few hundred orders
What happened
DoorDash's 2025 report says the company completes 3 million deliveries a day on average. On October 30, 2026, TechCrunch reported that on its Q3 earnings call DoorDash said third-party AI agents such as Muse, Instinct and Fo had brought in only a few hundred orders combined. CEO Tony Xu said users still mostly order through the DoorDash app. The company wants to keep exploring agent use cases and build partnerships with third-party developers, and sees a possible future chance to place ads inside those agents. The new report matches earlier disclosures and gives no new order figures or partnership progress.
Written by AI from the coverage · updated 10 minutes ago
Coverage
Follow the reports to see the story from different sides.
- TechCrunch · AIDoorDash said it’s only received ‘several hundred’ orders from AI agents
DoorDash在第三季度财报电话会上披露，来自Muse、Instinct、Fo等第三方AI智能体的订单累计仅有数百笔。公司在2025年报告中披露日均完成3 million次配送，CEO Tony Xu表示用户仍主要通过DoorDash应用下单。公司希望探索智能体使用场景并与第三方开发商建立合作关系，未来可能在这些智能体内投放广告。
- TechCrunch · AIDoorDash said it’s only seen ‘several hundreds’ of orders from AI agents
DoorDash在第三季度财报电话会上披露，Muse、Instinct、Fo等第三方AI智能体累计仅带来数百笔订单。其2025年报告显示，公司日均完成300万次配送，CEO Tony Xu表示用户仍主要通过DoorDash应用下单。公司希望探索智能体使用场景、与第三方开发商建立合作关系，并认为未来可能有机会在这些智能体中投放广告。
Heat over time
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