Illustration, AI-generated from the story text. Tap a panel to read the story through it.
Asked on its third-quarter earnings call how much ordering comes from third-party agents such as Meta's Muse, chief executive Tony Xu said "maybe several hundred orders in total."
DoorDash averages about 3 million deliveries a day.
Xu said the company wants to learn the use cases and build relationships with agent makers now, and floated advertising inside agents later.
Amazon's Andy Jassy said on his own call that outside shopping agents are "still not great."
DoorDash has had "several hundred" orders from outside AI agents, in total
Asked on its third-quarter earnings call how much ordering comes from third-party agents such as Meta's Muse, chief executive Tony Xu said "maybe several hundred orders in total." DoorDash averages about 3 million deliveries a day. Xu said the company wants to learn the use cases and build relationships with agent makers now, and floated advertising inside agents later. Amazon's Andy Jassy said on his own call that outside shopping agents are "still not great." SourcesBB
Sources
- BDoorDash said it's only received 'several hundred' orders from AI agents (TechCrunch)techcrunch.com
- BAmazon CEO says shopping agents are not great (Fortune)fortune.com
This story ran in the Afternoon Brief of October 30th 2026.