DoorDash Has Received Only "Several Hundred" Orders From Third-Party AI Agents

DoorDash has received only "several hundred" orders in total from third-party AI agents, including those operated by Muse, Instinct and Fo, CEO Tony Xu said on the third-quarter 2026 earnings call. Xu said users are still predominantly placing orders through DoorDash's own app. The company described agent ordering as "a fairly low use case."