DoorDash: AI agent orders just "several hundred" vs 3M daily deliveries

On its Q3 earnings call, DoorDash said third-party AI agents such as Muse, Instinct and Fo have placed only "several hundred" orders, versus roughly 3 million deliveries a day. CEO Tony Xu called the area still dynamic, said DoorDash wants a healthy relationship with agent developers and floated future advertising inside agents.

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