DoorDash 稱第三方 AI 智能體僅帶來數百宗訂單
DoorDash said it’s only received ‘several hundred’ orders from AI agents
DoorDash 在第三季度業績電話會議上表示，來自 Muse、Instinct、Fo 等第三方 AI 智能體的訂單總數僅「數百宗」；公司在 2025 年報告中稱每日平均完成 300 萬宗配送。DoorDash 行政總裁 Tony Xu 表示，用戶目前仍主要透過 DoorDash 應用程式下單，公司希望瞭解智能體應用情境，並與第三方智能體開發者建立健康關係，未來亦可能在這些智能體內投放廣告。
6:54 AM PDT · October 30, 2026
There’s a big uproar about AI agents taking over commerce and orders, but that might not be the case just yet. Delivery company DoorDash revealed during its third-quarter earnings call that it has only seen “several hundred” orders from third-party agents like Muse, Instinct, Fo, and others. For comparison, the company said in its 2025 report it completes an average of 3 million deliveries daily.
“I would say that this [using agents to order] is something that is still a very dynamic area. And my take on all things technology is you never want to fight gravity. But at the same time, you don’t want to be delusional,” DoorDash CEO Tony Xu said in an answer to an analyst’s questions about the topic. “What I mean by that is if you look at where AI agents are today, we’re seeing maybe several hundred orders in total from some of these third-party agents,” he said.
Xu mentioned that users are still predominantly placing orders through DoorDash’s app. However, the company wants to learn more about agentic use cases and develop a healthy relationship with third-party agent makers. He added that, in the future, there could be an opportunity for it to advertise within these agents.
DoorDash has its own agents, including a text-to-order agent it launched in September, a CLI agent introduced in July, and a chatbot called Ask DoorDash it launched it June, which allows users to place orders through prompts and photos. The company also released an MCP to enable ordering from other chatbots for corporate ordering.
The space of agent-based ordering is evolving, as websites are still deciding whether to allow them to access their content or not. Amazon has been blocking such personal agents, but Walmart has laid out a red carpet for them in order to snag some business from its competitors.
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來源：TechCrunch · AI · techcrunch.com