DoorDash CEO says AI agents drive just ~0.0001% of its 330M monthly orders

mattshumer_ · x · 2026-11-06

Quoting DoorDash CEO Tony Xu: third-party AI agents have generated only a few hundred orders so far, versus 330M orders/month—roughly 0.0001% agentic share. mattshumer is skeptical: "That can't be right... I've done dozens myself."

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