DoorDash Records Only a Few Hundred AI Orders

Despite the attention given to AI agents in the delivery sector, DoorDash reports that it has received only a few hundred orders through third-party agents, far from its 3 million daily deliveries. The company continues to develop its own agents and is exploring advertising opportunities, while Amazon and Walmart adopt opposing strategies regarding these agents' access to their platforms.

Amazon Blocks While Walmart Opens the Door to Agents

Major platforms are adopting different strategies regarding personal agents. Amazon has decided to block access to these tools, while Walmart broadly allows them. This divergence comes as the use of agents for placing orders evolves, and sites determine their access policies to their content.

At DoorDash, Usage via Agents Remains Minimal Compared to Daily Flow

During its third-quarter earnings call, DoorDash indicated that it had received only "several hundred" orders from third-party agents like Muse, Instinct, or Fo. Tony Xu, CEO of DoorDash, believes this area remains very dynamic and emphasizes that one should neither resist technological changes nor ignore them. This volume is very low compared to the 3 million daily deliveries made by the company. Users continue to primarily place orders through the DoorDash app.

DoorDash Expands Its Own Agents and Prepares Gateways

DoorDash launched a text-based ordering agent in September, an online ordering agent in July, and Ask DoorDash in June, which allows users to place orders through prompts and photos. The company has also released an MCP to enable business customers to order via other chatbots. DoorDash aims to deepen its understanding of usage with third-party agent manufacturers. Tony Xu also mentions the possibility of integrating advertising within these agents in the future.