DoorDash reports only 'several hundred' orders placed via third-party AI agents
DoorDash disclosed on its third-quarter earnings call that third-party AI shopping agents such as Muse, Instinct and Fo have generated only "several hundred" orders in total, against an average of 3 million deliveries per day. CEO Tony Xu framed agentic commerce as a dynamic but still immature area, and said the company wants a constructive relationship with agent makers, including possible advertising inside agents. DoorDash operates its own agents: a text-to-order agent (September), a CLI agent (July), the Ask DoorDash chatbot (June), and an MCP server for corporate ordering from other chatbots. The wider ecosystem remains unsettled, with Amazon blocking personal agents and Walmart welcoming them. This is business and product news with no security incident, vulnerability or threat activity reported.
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DoorDash reports only 'several hundred' orders placed via third-party AI agents
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DoorDash disclosed on its third-quarter earnings call that third-party AI shopping agents such as Muse, Instinct and Fo have generated only "several hundred" orders in total, against an average of 3 million deliveries per day. CEO Tony Xu framed agentic commerce as a dynamic but still immature area, and said the company wants a constructive relationship with agent makers, including possible advertising inside agents. DoorDash operates its own agents: a text-to-order agent (September), a CLI agent (July), the Ask DoorDash chatbot (June), and an MCP server for corporate ordering from other chatbots. The wider ecosystem remains unsettled, with Amazon blocking personal agents and Walmart welcoming them. This is business and product news with no security incident, vulnerability or threat activity reported.