DoorDash revealed during its third-quarter 2026 earnings call that it has received only 'several hundred' orders from third-party AI agents including Muse, Instinct, and Fo. The disclosure came in response to an analyst's question about AI agents taking over commerce and orders. For comparison, the company stated in its 2025 report that it completes an average of 3 million deliveries daily, indicating AI agent orders represent a minimal fraction of total volume despite significant industry attention on agentic commerce.
DoorDash CEO Addresses AI Agent Order Volume and User Behavior
DoorDash CEO Tony Xu stated that AI agent ordering remains a "very dynamic area" during the earnings call. "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," Xu said. He added that users are still predominantly placing orders through DoorDash's app. Xu mentioned the company wants to learn more about agentic use cases and develop a healthy relationship with third-party agent makers. He noted that in the future there could be an opportunity for DoorDash to advertise within these agents.
DoorDash Launches Multiple AI Agent Products for Ordering
DoorDash has developed its own AI agents for ordering. The company launched a text-to-order agent in September, introduced a CLI agent in July, and released a chatbot called Ask DoorDash in June that allows users to place orders through prompts and photos. DoorDash also released an MCP to enable ordering from other chatbots for corporate ordering.
Amazon Blocks AI Agents While Walmart Welcomes Them
The space of agent-based ordering is evolving as websites decide whether to allow AI agents to access their content. Amazon has been blocking personal AI agents, while Walmart has laid out a red carpet for them in order to snag business from competitors.
FAQ
How many orders has DoorDash received from third-party AI agents?
DoorDash revealed during its third-quarter 2026 earnings call that it has received "several hundred" orders in total from third-party AI agents like Muse, Instinct, and Fo. This represents a minimal fraction compared to the company's average of 3 million daily deliveries.
What AI agent products has DoorDash launched?
DoorDash has launched multiple AI agent products including a text-to-order agent in September, a CLI agent in July, and a chatbot called Ask DoorDash in June that lets users order through prompts and photos. The company also released an MCP connector to enable ordering from other chatbots for corporate ordering.
