DoorDash says AI agents from other companies have placed only several hundred orders, a tiny number next to its millions of deliveries, so the apps still rule.
AI agents that order your dinner for you are real, but almost nobody is using them yet. On its third-quarter earnings call, DoorDash said it has seen only "several hundred" orders in total from outside agents such as Muse, Instinct and Fo. An agent is an AI helper that takes actions for you, like placing an order, instead of just answering questions.
DoorDash said in its 2025 report that it completes an average of 3 million deliveries a day. Several hundred orders is a rounding error next to that. CEO Tony Xu said people still mostly order through the DoorDash app. His advice on the technology: "you never want to fight gravity," but "you don't want to be delusional."
The company wants to learn more and keep a healthy relationship with agent makers. Xu said there could someday be a chance to advertise inside these agents. DoorDash also has its own: a text-to-order agent launched in September and a chatbot called Ask DoorDash, launched in June, that takes prompts and photos. It also released a tool for ordering from other chatbots for corporate orders.
Other retailers are split. Amazon has been blocking personal shopping agents, while Walmart is welcoming them to win business from rivals.
Not known yet is how fast agent orders will grow, or whether DoorDash will actually sell ads inside them.
AI agents can order food, but for now the DoorDash app is still where nearly everyone does it.
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