DoorDash Has Seen Only 'Several Hundred' Orders From AI Agents

DoorDash has received only "several hundred" orders from third-party AI agents, CEO Tony Xu revealed on the company's third-quarter earnings call. That figure sits against an average of 3 million daily deliveries the company reported in its 2025 report — meaning agent-placed orders amount to a rounding error in DoorDash's business today.

Xu didn't dismiss the trend, but he framed it with caution. "I would say that this [using agents to order] is something that is still a very dynamic area. And my take on all things technology is you never want to fight gravity. But at the same time, you don't want to be delusional," Xu said in response to an analyst's question.

"What I mean by that is if you look at where AI agents are today, we're seeing maybe several hundred orders in total from some of these third-party agents," he said. He named no volume figures beyond that, and DoorDash attributed the orders to agents including Muse, Instinct, Fo and others.

What did Xu say about DoorDash's strategy?

Users still predominantly place orders through the DoorDash app, Xu said. But the company wants to learn more about agentic use cases and build a healthy relationship with third-party agent makers. He also pointed to a commercial angle: in the future, there could be an opportunity for DoorDash to advertise within these agents.

The comments suggest DoorDash is hedging rather than resisting. The company is building its own agent stack while watching how third-party tools evolve.

Which agent tools has DoorDash built itself?

DoorDash hasn't waited for outsiders to define agentic ordering. The company has shipped several of its own tools this year:

• A text-to-order agent launched in September
• A CLI agent introduced in July
• A chatbot called Ask DoorDash, launched in June, which lets users place orders through prompts and photos
• An MCP, or Model Context Protocol, release that enables ordering from other chatbots for corporate ordering

Together, these moves give DoorDash direct channels into agent-driven commerce rather than leaving the field entirely to third parties.

How is the broader industry reacting?

The space of agent-based ordering is still evolving, and websites are deciding whether to allow agents to access their content at all. The splits are already visible. Amazon has been blocking such personal agents from its platform. Walmart has done the opposite — it has laid out a red carpet for them in order to snag business from its competitors.

That divergence puts DoorDash's "several hundred" number in context. The industry's biggest players are choosing sides on agent access while actual agent-driven order volume remains tiny. For DoorDash, the immediate economics haven't shifted: 3 million daily deliveries still come overwhelmingly through its own app. The open question is whether advertising inside third-party agents becomes a real revenue line before those agents move meaningful order volume — or whether platforms like Amazon decide the traffic isn't worth letting in at all.