In a recent earnings call, DoorDash CEO Tony Xu revealed that AI agents are currently generating only a few hundred orders, a stark contrast to the nearly 1 billion total orders processed in the third quarter of 2026. While Xu sees potential for AI in more complex purchasing decisions, he noted that customers generally prefer to place food orders directly through the DoorDash platform.
Key facts
- DoorDash processed nearly 1 billion orders in Q3 2026.
- AI agents generated several hundred orders since their launch.
- Tony Xu described AI usage as a 'very low use case.'
- Xu sees potential for AI in long consideration purchases.
- The earnings call took place on October 30, 2026.
A short AI summary in our own words. The reporting belongs to Ars Technica; we don't reproduce it.