The Pulse
DoorDash Has Seen Only Hundreds of Orders From Some AI Agents
CEO Tony Xu said DoorDash had seen several hundred orders from some third-party AI agents, while everyday food orders still predominantly come through the company’s app. DoorDash is also developing its own AI ordering tools, including Ask D
AI.info Team · Written with AI · fact-checked ·
DoorDash CEO Tony Xu told analysts on October 29 that the company had seen only several hundred orders from some third-party AI agents. He described agent-based ordering as a developing area, but said the count referred to some agents, not necessarily every order placed through an AI service.
“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, some of which you've cited in terms of whether or not customers are placing orders.”
Xu made the remark during DoorDash’s third-quarter earnings call in response to a question about AI agents. He said the predominant way customers order food remains through DoorDash’s app. For everyday ordering, he added, people come to DoorDash and return to it; the company is working to make the app easier to use. The Motley Fool’s transcript identifies Xu as DoorDash’s co-founder, chair and CEO.
Learning which agent features bring orders
Xu said DoorDash is learning with third-party assistants which features might generate incremental orders and support a healthy partnership. He also distinguished that work from features aimed at making DoorDash’s own app and AI tools easier to use. He mentioned potential demand for longer-consideration purchases and orders initiated proactively, while saying routine food ordering currently tends to happen in DoorDash’s app.
Xu did not describe a specific product or launch timetable for partnerships with outside agents. He said advertising within some AI agents could present an opportunity, but emphasized the importance of finding ways to bring value to consumers first.
DoorDash’s own ordering tools
In its third-quarter results, DoorDash said it had shipped Ask DoorDash, which helps customers find restaurants and build grocery baskets; Text DoorDash, a texting option for ordering; and a Model Context Protocol connector that interfaces with external agents, including for corporate ordering. Xu said the company has been giving its MCP to third parties for tasks such as corporate lunch orders.
These tools are separate from third-party agents. The earnings-call transcript records Xu referring to agents named by an analyst, but does not itself establish that Xu named Muse, Instinct and Fo or that DoorDash was discussing specific features with those companies. He described the company’s discussions more generally as learning with third parties about which features could lead to additional orders.
The delivery figures have different scopes
DoorDash’s 2025 Dash Report says Dashers nationwide completed an average of more than 3 million deliveries per day. The report is about the United States and is based on DoorDash data from January through December 2024. It is not a current worldwide delivery measure.
The company did not give a date range for the several hundred orders Xu associated with some third-party agents. The two figures therefore describe different periods and scopes; the comparison gives context on the scale of DoorDash’s established U.S. delivery operation, not a like-for-like measure.
Quarterly business context
DoorDash reported 993 million total orders in the third quarter of 2026, up 28% year over year, and revenue of $4.6 billion, up 34%. Those company-wide quarterly figures cover the business as a whole, not orders from AI agents. Xu’s comments indicate that, by the time of the October 29 earnings call, the company had seen several hundred orders from some third-party agents while describing its app as the predominant route for everyday food ordering.