Uber reveals AI agents booked just 4 rides last quarter, ~500 food deliveries out of 320M transactions
gaganghotra_ · x · 2026-11-08
Despite fears of AI-driven disintermediation, Uber executives disclosed on its earnings call that third-party AI agents arranged only 4 rides in Q3 2026 and roughly 500 Uber Eats orders during Halloween week — out of 320 million total transactions.
- First time Uber has publicly shared third-party agent volume
- Context: agents like Meta's Muse and OpenAI's Dots sparked predictions that platforms like Uber and DoorDash could be bypassed
- Early data suggests the disintermediation risk remains negligible for now, and Uber executives expressed an open attitude toward agents
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