AI agents接管商业和订单，交付公司DoorDash在第三季度收入电话中透露，它只看到第三方agents的“几百个”订单，如Muse、Instinct、Fo等。 相比之下，称公司在2025年的报告中平均每天完成300万次交货。
“我要说，这[用agents来订仍然是非常活跃的领域。 我对一切的判断就是你永远不想对抗重力 DoorDash首席执行官Tony Xu 称回答分析师关于这个话题的问题，“我的意思是，如果你看看AI agents今天在哪里，我们就会看到这些第三方agents总共几百个订单。
徐提到用户仍主要通过DoorDash的应用发布订单。 然而，公司想更多地了解代理使用案例，并和第三方的agent制造商发展健康的关系。 他还说，今后它可能有机会在这些agents内作广告。
DoorDash拥有自有的agents，包括9月的文本对订单agent 它发布，7月的CLI agent 推出，以及一个叫Ask DoorDash it 发布 it June的聊天器，可以让用户通过提示和相片发布订单。 该公司还提供发布 MCP，以便从其他聊天机订购公司订购。
基于agent的订单的空间正在演变，因为网站仍在决定是否允许它们访问其内容。 Amazon一直屏蔽着这样的个人agents，但沃尔玛为他们铺了一条红地毯来从竞争者那里阻碍一些业务。
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There’s a big uproar about AI agents taking over commerce and orders, but that might not be the case just yet. Delivery company DoorDash revealed during its third-quarter earnings call that it has only seen “several hundred” orders from third-party agents like Muse, Instinct, Fo, and others. For comparison, the company said in its 2025 report it completes an average of 3 million deliveries daily.
“I would say that this [using agents to order] is something that is still a very dynamic area. And my take on all things technology is you never want to fight gravity. But at the same time, you don’t want to be delusional,” DoorDash CEO Tony Xu said in an answer to an analyst’s questions about the topic. “What I mean by that is if you look at where AI agents are today, we’re seeing maybe several hundred orders in total from some of these third-party agents,” he said.
Xu mentioned that users are still predominantly placing orders through DoorDash’s app. However, the company wants to learn more about agentic use cases and develop a healthy relationship with third-party agent makers. He added that, in the future, there could be an opportunity for it to advertise within these agents.
DoorDash has its own agents, including a text-to-order agent it launched in September, a CLI agent introduced in July, and a chatbot called Ask DoorDash it launched it June, which allows users to place orders through prompts and photos. The company also released an MCP to enable ordering from other chatbots for corporate ordering.
The space of agent-based ordering is evolving, as websites are still deciding whether to allow them to access their content or not. Amazon has been blocking such personal agents, but Walmart has laid out a red carpet for them in order to snag some business from its competitors.
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