DoorDash: orders via third-party AI agents still number in the hundreds

Hundreds of orders versus millions of deliveries

On its third-quarter earnings call, DoorDash said that through third-party AI agents — such as Muse, Instinct, and Fo — only a few hundred orders are coming through. The scale is easy to gauge from the company's own 2025 report: on average, it completes 3 million deliveries a day. Thus, agent-driven orders still make up a vanishingly small share of the business, despite all the buzz around agentic commerce.

Management's position

This is a very dynamic space. My view on technology: don't fight gravity, but don't be deluded either, CEO Tony Xu replied to an analyst's question, explaining that today we are talking about a few hundred orders from third-party agents. According to him, users still order primarily through the DoorDash app. At the same time, the company wants to explore agentic scenarios and build relationships with agent developers, and in the future it sees an opportunity to place ads inside such agents.

In-house agents and a divided market

DoorDash is not limiting itself to observation: the company launched an SMS food-ordering agent in September, a CLI agent in July and the Ask DoorDash chatbot in June, which lets users order via prompts and photos. In addition, it released an MCP connector for ordering food from corporate chatbots. The market as a whole has not yet made up its mind: Amazon blocks personal AI agents on its platform, while Walmart, on the contrary, openly welcomes them, hoping to take some business away from competitors.