Basically no one is using AI agents for their DoorDash orders
Summary
DoorDash CEO Tony Xu said third-party AI agents have generated only several hundred orders since they became available, compared with nearly 1 billion orders handled by DoorDash in the third quarter of 2026. The company recently introduced a connector for outside AI tools, while its own Ask DoorDash feature helps customers create orders and shopping baskets.Key Facts
- Xu described third-party AI-agent ordering as a very low-use case for DoorDash.
- DoorDash handled just under 1 billion orders in the third quarter of 2026.
- The company launched its Model Context Protocol connector less than a month before the earnings call.
- The connector is available to a small group of early beta partners and is mainly used for corporate lunch orders.
- Xu said AI agents may be more useful for purchases that involve more research or planning than ordering food.
- DoorDash said Ask DoorDash can build shopping baskets five times faster than traditional ordering.
- DoorDash reported that Ask DoorDash orders average nearly 50% higher basket value and about 60% more unique items than those customers’ traditional orders.
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