DoorDash Reports Modest AI Agent Order Volume Amid Growing Industry Hype

Early Findings from DoorDash’s Third‑Quarter Earnings Call

During its third‑quarter earnings call, DoorDash disclosed that it has received only “several hundred” orders placed by external AI agents such as Muse, Instinct, Fo and other platforms. This figure is a fraction of the company’s regular business, which, according to its 2025 report, averages three million deliveries each day.

Chief executive Tony Xu described the use of agents for ordering as “a very dynamic area,” cautioning that “you never want to fight gravity” while also warning against “delusion.” He explained that current AI agents have generated only a few hundred orders in total for DoorDash.

Current User Behavior and Company Strategy

Xu emphasized that the majority of customers continue to place orders through DoorDash’s own mobile app. Nonetheless, the company intends to explore agentic use cases, cultivate relationships with third‑party agent developers, and consider future advertising opportunities within those agents.

DoorDash’s Own Agent Portfolio

DoorDash has introduced several proprietary agents: a text‑to‑order tool launched in September, a command‑line interface agent released in July, and a chatbot named Ask DoorDash rolled out in June that enables ordering via prompts and photos. Additionally, the firm released an MCP to allow corporate clients to order through other chatbots.

The Broader Landscape of Agent‑Based Ordering

The emerging market for AI‑driven ordering is still taking shape as websites debate whether to grant agents access to their content. Amazon has opted to block personal agents, while Walmart has welcomed them as a way to capture business from rivals.