DoorDash chief executive Tony Xu put orders placed through outside AI agents at several hundred during the company’s quarterly results call. Customers still mainly use its own app. The disclosure covers third-party services rather than DoorDash’s internal AI tools, and Xu described possible advertising within agents as a future opportunity while the company learns how those services are used.
Customers still largely place DoorDash orders in its app, chief executive Tony Xu told analysts discussing the delivery company’s third-quarter results. Orders reaching the service through outside AI agents amounted to a few hundred in total, by his account. He named services including Muse, Instinct and Fo. That disclosure describes orders handled by other companies’ assistants, rather than measuring all the AI-assisted activity inside DoorDash’s own products.[1]
Xu described agent-based ordering as a changing field that DoorDash wants to understand, while maintaining relationships with the businesses building such tools. He also raised advertising within agents as a possible eventual opportunity. His remarks did not announce an operating advertising product. The company’s stated interest in learning about these uses accompanies its description of the current volume, without supplying a measured forecast for their growth.[1]
Separately from those outside services, DoorDash introduced a text-ordering assistant in September and a command-line tool in July. Ask DoorDash, launched in June, accepts written requests and photographs. Corporate customers also have a connection allowing orders through other chatbots. These are distinct products from the third-party services counted by Xu. Their launch dates describe DoorDash’s existing offerings and do not establish how often customers used any of them during the quarter.[1]
