DoorDash says third-party AI agents have placed only several hundred orders

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Published Friday, October 30, 2026 · 11:29 AM EDT

DoorDash has received only "several hundred" orders from third-party AI agents, CEO Tony Xu said during its third-quarter earnings call. Users still predominantly order through its app. The company's 2025 report put its average daily deliveries at 3 million. Xu said DoorDash wants to learn more about agent-based ordering and develop relationships with third-party agent makers, with advertising within agents a possible future opportunity. DoorDash also operates its own ordering agents; the several hundred figure covers third-party agents.

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