DoorDash said it’s only received ‘several hundred’ orders from AI agents

On its third-quarter earnings call, DoorDash said it has received only "several hundred" orders from third-party AI agents such as Muse, Instinct and Fo, compared with an average of 3 million deliveries daily cited in its 2025 report. CEO Tony Xu said ordering through DoorDash's own app still dominates, while the company wants to learn about agentic use cases and build relationships with third-party agent makers, and sees a possible future opportunity to advertise within those agents. DoorDash has launched its own text-to-order agent, a CLI agent, the Ask DoorDash chatbot and an MCP for corporate ordering.