DoorDash says third-party AI agents like Muse have driven only 'several hundred orders' total
steipete · x · 2026-10-30
On its earnings call, DoorDash revealed that third-party personal AI agents such as Muse have generated only "several hundred orders in total" — a strikingly small number against the agentic-commerce narrative.
- The company says users still prefer its own app for easy tasks like food ordering
- DoorDash is pushing its own agents (Ask DoorDash, Text DoorDash) and an MCP for third parties targeting corporate lunch orders
- Management's stance: "never want to fight gravity, but you do not want to be delusional" — cautiously skeptical on agent-driven ordering, while exploring partnerships that drive incremental orders
A notable reality check from the platform side on the hype that AI agents will soon handle consumer purchases.
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