DoorDash said it’s only received ‘several hundred’ orders from AI agents
techcrunch ·
DoorDash reported during its third-quarter earnings call that it has received only "several hundred" orders from third-party AI agents, a figure that contrasts sharply with its average of 3 million daily deliveries. CEO Tony Xu described the current landscape as dynamic, noting that while users predominantly still order through the company's app, the firm is keen to understand agentic use cases better. Xu emphasized the importance of balancing technological optimism with realistic expectations, stating that DoorDash aims to build healthy relationships with agent developers rather than resisting the trend. The company has already launched its own AI tools, including text-to-order and chatbot features, alongside an MCP for corporate ordering via other chatbots. Meanwhile, the broader industry remains divided on allowing AI agents access to content, with Amazon blocking them and Walmart actively welcoming them. This disparity highlights the evolving nature of agent-based commerce and the strategic choices companies are making regarding integration.
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