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# DoorDash said it’s only seen ‘several hundreds’ of orders from AI agents

**[TechCrunch](https://daily.dev/sources/tc)** · 2 min read · 0 upvotes · 0 comments

## Summary

DoorDash has seen only 'several hundred' orders placed through third-party AI agents like Muse, Instinct, and Fo. CEO Tony Xu shared the figure on the company's third-quarter earnings call, noting most users still order through DoorDash's own app. For comparison, DoorDash completes an average of 3 million deliveries daily, per its 2025 report. Xu said the company wants to learn more about agentic ordering and could have a future opportunity to advertise within third-party agents. DoorDash already runs its own agents: a text-to-order agent launched in September, a CLI agent from July, and the Ask DoorDash chatbot from June, plus an MCP for corporate ordering through other chatbots.

## Full article

daily.dev links to this article rather than hosting it. Read it at the original source: <https://techcrunch.com/2026/10/30/doordash-said-its-only-seen-several-hundreds-of-orders-from-ai-agents>

## Questions this post answers

### How many orders is DoorDash getting from third-party AI shopping agents like Muse or Instinct?

DoorDash CEO Tony Xu said the company sees 'maybe several hundred orders in total' from third-party AI agents such as Muse, Instinct, and Fo. That's compared to an average of 3 million deliveries DoorDash completes daily per its 2025 report, showing agent-driven ordering remains a tiny fraction of total volume so far.

_Anyone building or evaluating AI shopping agents can track adoption signals like this on daily.dev._

### Does DoorDash allow AI agents to place orders on its platform?

Yes, DoorDash allows third-party AI agents to place orders and says it wants to build a healthy relationship with agent makers, unlike Amazon which has been blocking such agents. DoorDash also runs its own agents, including a text-to-order agent, a CLI ordering agent, the Ask DoorDash chatbot, and an MCP connector for corporate ordering through other chatbots.

_Developers comparing how platforms handle AI agent access can follow these shifts on daily.dev._

### Why is Walmart more welcoming to AI shopping agents than Amazon?

Walmart has opened its platform to AI shopping agents in an effort to capture business from competitors, while Amazon has taken the opposite approach and blocked personal AI agents from accessing its site. This divergence reflects differing strategic bets on whether agentic commerce will shift purchasing power away from incumbent retail platforms.

_Those weighing platform strategy around agentic commerce can follow this split on daily.dev._

## Similar posts on daily.dev

- [DoorDash’s Tony Xu says AI agents will increase demand for human labour](https://daily.dev/posts/doordash-s-tony-xu-says-ai-agents-will-increase-demand-for-human-labour-siexh9w89) · The Next Web · 0 upvotes · 0 comments

---

Tags: [#ai-agents](https://daily.dev/tags/ai-agents), [#mcp](https://daily.dev/tags/mcp), [#ecommerce](https://daily.dev/tags/ecommerce)

[View this post on daily.dev](https://daily.dev/posts/doordash-said-it-s-only-seen-several-hundreds-of-orders-from-ai-agents-qzso7d9s7)

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