DoorDash CEO Tony Xu said on the company’s third-quarter earnings call that orders coming from third-party AI agents, including Muse, Instinct, and Fo, currently amount to only "hundreds." The figure remains tiny next to DoorDash’s broader delivery volume. In its 2025 report, the company said it completes about 3 million deliveries per day on average. Xu said the AI agent segment is still evolving quickly, and DoorDash wants to better understand how these agents are being used in practice. He also said the company aims to build strong relationships with third-party agent developers as the category develops. The remarks, cited by TechCrunch and relayed by Techub, suggest that while AI agents are drawing attention, their current contribution to DoorDash’s order flow remains limited.
DoorDash CEO Tony Xu said on the company’s third-quarter earnings call that the company has so far seen only "hundreds" of orders coming from third-party AI agents such as Muse, Instinct, and Fo.
For comparison, DoorDash said in its 2025 report that it completes about 3 million deliveries per day on average.
Xu said the AI agent sector remains in flux. DoorDash wants to learn more about agent use cases and build solid relationships with third-party agent developers.
The remarks were cited by TechCrunch and relayed by Techub.
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