DoorDash reports minimal order volume from third-party AI agents
DoorDash disclosed that third-party AI agents have generated only several hundred orders, a negligible fraction of its 3 million daily deliveries. CEO Tony Hsu described the sector as dynamic but cautioned against overestimating immediate disruption.
During its third-quarter earnings call, DoorDash revealed that it has received only several hundred orders from third-party AI agents, including Muse, Instinct, and Foe. This volume is negligible compared to the company’s average of 3 million daily deliveries reported in its 2025 report. CEO Tony Hsu described the area as dynamic, stating, "you never want to fight gravity, but at the same time, you don't want to be delusional." He noted that users predominantly still use the DoorDash app directly.
While third-party adoption remains low, DoorDash is developing its own agents, including a text-to-order agent launched in September, a CLI agent introduced in July, and a chatbot called AskDoordash launched in June. The company also released an MCP for corporate ordering via other chatbots. The broader market remains split on the utility of these tools; Amazon is blocking personal agents, while Walmart actively welcomes them to capture business from competitors. Hsu argued that while AI agents are a dynamic area, current adoption is low and companies should not be delusional about immediate disruption.