CatalystTech/AI
Basically no one is using AI agents for their DoorDash orders
High-priority alert based on source significance and keyword relevance.
Context
What happened: On DoorDash's third-quarter earnings call, CEO Tony Xu said outside AI agents have generated "several hundred orders" on the platform since launching.
Key numbers: Several hundred AI agent orders versus just shy of 1 billion total orders in the third quarter of 2026.
Why it matters: Xu called AI agents a "very low use case" for simple tasks like ordering food, though he sees potential for them in long consideration purchases and major decisions.
What changed
On DoorDash's third-quarter earnings call, CEO Tony Xu said outside AI agents have generated "several hundred orders" on the platform since launching.
Why it matters
Xu called AI agents a "very low use case" for simple tasks like ordering food, though he sees potential for them in long consideration purchases and major decisions.
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Oct 30, 2026 10:38 PM ET