DoorDash's CEO: Don't be 'delusional' after just a few hundred AI agent orders
Source: Business Insider ·
DoorDash CEO Tony Xu discusses AI agents like Meta's Muse, revealing low order numbers but plans for enhancing DoorDash's AI tools.
From the source
Some third-party AI agents have generated "several hundred" DoorDash orders, CEO Tony Xu said.David Zalubowski/APDoorDash isn't seeing many orders through AI agents like Muse yet, its CEO said.Third-party agents have generated "several hundred orders in total," Tony Xu said this week.Even so, DoorDash is moving ahead with its own AI ordering tools.The age of AI agents ordering your meals isn't here yet, according to DoorDash.The food delivery service has received "several hundred orders in total" from agents such as Meta's Muse, DoorDash CEO Tony Xu said during the company's earnings call on Thursday. By comparison, DoorDash delivered 3.2 billion orders worldwide in 2025.Instead, customers are still using DoorDash's app and website to place orders, Xu said."For the everyday ordering, what we see is people come to DoorDash, and they come back to DoorDash," he said.Xu's comments suggest that buzzy AI agents like Muse and Instinct have far to go before they become a big part of how…