Orders Placed via AI Are Still Rare on DoorDash

    DoorDash disclosed while discussing its Q3 financial results that orders placed through artificial intelligence (AI) agents are still very rare. It has received only a few hundred orders from third-party agents such as Muse, Instinct and Fo. For comparison, the company reported in its 2025 report that it completed an average of 3 million deliveries a day.    CEO Tony Xu said the field is changing rapidly, but it would be wrong to overstate the current figures. The vast majority of users still place their orders through the DoorDash app. Therefore, it is too early to say that AI agents will become the primary ordering channel anytime soon.    DoorDash also wants to learn when ordering through agents could be useful. The company plans to build strong partnerships with the parties developing third-party AI agents. According to Tony Xu, ads could also be placed in those agents in the future. However, this is still only a possibility.    The company also has its own AI tools. An agent designed to let users place orders by entering text was released in September, while a CLI agent was released in July. The Ask DoorDash chatbot, unveiled in June, accepts orders based on written queries and photos. DoorDash has also published a connectivity standard called MCP to allow corporate orders to be placed through other chatbots.    The agent-based ordering space is changing rapidly, but there is still no single approach. Websites are making different decisions about whether to allow these tools to access their content. Amazon blocks access by personal AI agents. Walmart, meanwhile, is more open to these tools in an effort to attract more customers than its competitors.