DoorDash's CEO: Don't be 'delusional' after just a few hundred AI agent orders

What happened: DoorDash CEO Tony Xu said third-party AI agents such as Meta's Muse have generated "several hundred orders in total," while customers still mostly order through DoorDash's app and website. Key numbers: Several hundred agent orders in total. DoorDash delivered 3.2 billion orders worldwide in 2025. Why it matters: Xu said the low agent volume means DoorDash should not be "delusional," even as it tests its own AI ordering tools, including a text-to-order feature and the Ask DoorDash chatbot.

DoorDash CEO Tony Xu said third-party AI agents such as Meta's Muse have generated "several hundred orders in total," while customers still mostly order through DoorDash's app and website.

Xu said the low agent volume means DoorDash should not be "delusional," even as it tests its own AI ordering tools, including a text-to-order feature and the Ask DoorDash chatbot.