DoorDash CEO Says Third-Party AI Agents Have Sent Only 'Several Hundred' Orders
On its earnings call, DoorDash said AI shopping agents are barely a blip, while it builds its own agent tools.
DoorDash CEO Tony Xu said on the company's third-quarter earnings call that it has seen "several hundred" orders in total from third-party AI agents, according to TechCrunch. TechCrunch notes that DoorDash's 2025 report put its average at 3 million deliveries a day, so agent orders are a tiny share. Most customers still order in DoorDash's own app.
Xu said DoorDash is open to working with agent makers and may one day advertise inside them. TechCrunch lists DoorDash's own AI tools: an Ask DoorDash chatbot launched in June, a command-line agent from July, a text-to-order agent from September, and a connector that lets other chatbots place orders, aimed at corporate ordering.
TechCrunch also points to the split elsewhere in retail: Amazon blocks personal AI agents, while Walmart has welcomed them. We covered the Walmart side in our earlier story.
AI agents buying on behalf of customers are real but still very small. You do not need to rebuild your store around them yet. Do make sure your menu, prices and hours are accurate and easy for software to read, and watch your orders for any agent traffic before you invest more.
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