Basically no one is using AI agents for their DoorDash orders
摘要
DoorDash首席执行官徐迅在第三季度财报电话会上表示，AI智能体在该平台累计仅产生数百笔订单，而公司第三季度总订单量接近10亿笔，AI智能体下单属于极低使用场景。徐迅认为，AI智能体在需要长期考量的购买和重大决策中更具潜力，可主动在后台代为处理；但对于订餐这类简单任务，用户更倾向于直接使用DoorDash。
As AI tools and agents have continued their march across all aspects of digital life, many companies are trying to use LLMs to improve the experience of purchasing goods and services on the Internet. Thus far, though, a vanishingly small number of people seem to be taking advantage of those capabilities, at least when it comes to using the popular food delivery app DoorDash with an outside AI agent.
In a third-quarter earnings call Thursday, DoorDash co-founder and CEO Tony Xu responded to an analyst question by noting that "AI agents are generating several hundred orders [on DoorDash] across the time that they've been up and running." In a marked understatement, Xu called this a "very low use case" for a company that handled just shy of 1 billion orders total in the third quarter of 2026 alone.
Speaking generally, Xu said he sees the potential for AI agents to be genuinely helpful for "long consideration purchases" and major decisions where agents would be "doing work on your behalf proactively in the background." However, Xu added, "when it comes to a task that's as simple as ordering food, we tend to see that come directly to DoorDash."
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