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DoorDash says third-party AI agents have placed only hundreds of orders

2 sources · 2 articlesFirst reported Updated ()
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Merged summary · x-ai/grok-4.7 · rewritten as coverage arrivesSummaries by Vani AI

DoorDash says third-party AI agents have produced only several hundred orders, while most customers still order in its app.

On its third-quarter earnings call, DoorDash CEO Tony Xu said third-party agents such as Muse, Instinct and Fo had produced only several hundred orders in total. DoorDash’s 2025 report cited an average of 3 million deliveries a day, and Xu said users still mainly order in the DoorDash app. That count excludes DoorDash’s own Ask DoorDash tool, which the company says builds baskets five times faster, with nearly 50 percent higher value, about 60 percent more unique items, and nearly half going to local restaurants the customer has not tried. DoorDash has not shared detailed Ask DoorDash usage figures. Xu said the company does not want to fight agent ordering and may later advertise inside third-party agents.

Key facts
  • Third-party agents Muse, Instinct and Fo produced several hundred orders total.
  • DoorDash averaged 3 million deliveries a day in its 2025 report.
  • The hundreds figure excludes DoorDash’s own Ask DoorDash tool.
  • Ask DoorDash baskets average nearly 50 percent higher value, DoorDash said.
  • Those orders include about 60 percent more unique items.
  • DoorDash launched a text-to-order agent in September and a CLI agent in July.
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What each outlet adds

beyond the shared facts
  • TechCrunchNames the third-party agents, daily volume, and DoorDash’s own agent products.
  • Ars TechnicaAsk DoorDash basket value, item mix, new-restaurant share, and 5x speed.
Vendors
DoorDash
Products
Ask DoorDash
Organizations
AmazonWalmartDoorDash

Coverage

oldest first · one row per article · UTC
  1. · 11h ago TechCrunch · AIFirst report

    DoorDash says AI agents placed only several hundred orders

    The company averages 3 million deliveries a day and still sees most orders through its own app.

  2. · 5h ago Ars Technica · AI

    DoorDash says outside AI agents placed only hundreds of orders

    That count excludes Ask DoorDash, which the company says builds baskets five times faster.