DoorDash Says Orders from Third-Party AI Agents Number Only in the Hundreds
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On October 30, 2026, DoorDash disclosed on its Q3 earnings call that orders from third-party AI agents such as Muse, Instinct, and Fo totaled only a few hundred. By comparison, DoorDash's 2025 report showed it completes 3 million deliveries per day, meaning orders brought by AI agents account for a negligible share of its overall business.
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- TechCrunch · AIDoorDash said it’s only received ‘several hundred’ orders from AI agents
DoorDash said on its Q3 earnings call that orders from third-party AI agents such as Muse, Instinct, and Fo total only a few hundred, while its 2025 report shows 3 million deliveries completed per day.
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