DoorDash CEO says third-party AI agents have brought in only ‘several hundred’ orders

Outside AI assistants are barely registering in DoorDash’s order flow, according to CEO Tony Xu. On the company’s third-quarter earnings call, he said third-party agents had generated only “several hundred” orders in total, TechCrunch reported. Customers still predominantly order through DoorDash’s app, leaving outside agents a small channel rather than its main route to checkout.

The disclosure came in response to an analyst’s question about agents placing orders. The outside services discussed included Muse, Instinct and Fo. Xu’s tally concerned those third-party agents, not every form of AI-assisted ordering on DoorDash. He described the area as dynamic, framing his response around both openness to technological change and the transactions the company was actually seeing.

A total measured against a daily business

DoorDash said in its 2025 report that it completed an average of 3 million deliveries daily. That historical figure gives a sense of the company’s scale, but it cannot be used to calculate agents’ share of daily orders: Xu gave a total, not a daily average over the same period. The comparison puts the absolute volume in perspective without providing a measure of how quickly agent ordering is growing.

Relationships first, advertising a possibility

Xu did not treat the small count as a reason to stop engaging with outside assistants. He said DoorDash wants to learn more about uses for agents and develop a healthy relationship with their makers. He also identified advertising within agents as a possible future opportunity. That adds a second commercial prospect to the discussion: beyond receiving orders placed by assistants, DoorDash could eventually advertise inside them. Xu presented that as a possibility, not a launch commitment.