DoorDash Says AI-Driven Orders Remain a Fraction of Its Volume

During its third-quarter earnings call, DoorDash disclosed that orders placed through third-party AI agents such as Muse, Instinct, and Fo total only “several hundred.” The company contrasted this with its 2025 report, which noted an average of three million deliveries per day across its platform. DoorDash’s CEO Tony Xu emphasized that users continue to order primarily via the company’s own app.

TechCrunch

The emergence of conversational AI agents capable of initiating purchases has sparked industry speculation about a shift in e-commerce dynamics. DoorDash has experimented with its own agentic tools: a text-to-order service launched in September, a command-line interface introduced in July, and the “Ask DoorDash” chatbot released in June, which accepts prompts and photos for ordering. Outside the company, major retailers are taking divergent stances—Amazon has begun blocking personal agents from accessing its site, while Walmart is actively encouraging them to capture market share.

TechCrunch

Tony Xu described the current state of AI-driven ordering as “still a very dynamic area.” Xu also highlighted that DoorDash’s internal agents are part of a broader strategy to understand how AI can complement, rather than replace, its core ordering platform.

TechCrunch

• Third-party AI orders: “several hundred” (DoorDash).

TechCrunch

• Daily deliveries overall: ~3 million (DoorDash 2025 report).

TechCrunch

• Internal AI tools: text-to-order (Sept 2025), CLI agent (July 2025), “Ask DoorDash” chatbot (June 2025), and an MCP for corporate chatbot ordering.

TechCrunch

“I would say that this [using agents to order] is something that is still a very dynamic area. And my take on all things technology is you never want to fight gravity. But at the same time, you don’t want to be delusional,” — DoorDash CEO Tony Xu

TechCrunch