DoorDash has revealed that it has only received several hundred orders from third-party AI agents, highlighting the early stage of automated commerce. During its third-quarter earnings call, delivery company CEO Tony Xu stated that third-party agents like Muse, Instinct, and Fo account for a tiny fraction of total volume. This minor traction contrasts sharply with DoorDash completing an average of three million daily deliveries, showing that consumers still predominantly use traditional apps.
Despite the low current volume, DoorDash is actively engaging with the technology through its own internal tools. The company launched a text-to-order agent in September, a CLI agent in July, and a chatbot named Ask DoorDash in June, alongside a Model Context Protocol to facilitate corporate ordering. While competitors like Amazon block personal agents, other major retailers like Walmart are welcoming them to capture new business opportunities.
Xu emphasized that DoorDash intends to monitor agentic use cases closely without fighting technological progress or overestimating current adoption rates. The company hopes to build healthy relationships with third-party developers and potentially explore advertising opportunities within these platforms as the market matures. Why it matters: This data proves that autonomous AI agent commerce is still in its infancy, even as major delivery and retail platforms experiment with integration.