由于AI工具和agents在数字生活的各个方面继续行进，许多公司正想用LLMs来改善在互联网上购买商品和服务的经验。 然而，迄今为止，有极少数人似乎正在利用这些能力，至少是在使用带有外接AI agent的受欢迎的食品提供应用程序DoorDash时。
DoorDash联合创始人兼CEO徐通(Tony Xu)在第三季度的收入呼吁中回答分析师的问题，指出“AI agents在他们起动和运行的这段时间里正在产生几百个订单。 ” 徐称这对一个仅仅在2026年第三季度处理10亿订单的公司来说
他觉得AI agents对“长期考虑采购”和agents“在背景中主动代表你工作”的重大决定，然而，徐又说，“当涉及到像订购食品一样简单的任务时，我们往往会看到直接到DoorDash。 ”
给它时间？
为了公平对待AI助推器，DoorDash仅在不到一个月前推出其"模型上下文协议"(MCP)连接器。 连接器为第三方AI工具提供了一种标准化，开放的标准方式来方便地通过DoorDash的平台订购。 没有这种链接——仍然只有少数 " 早期β伙伴 " 可以利用，而且主要用于简化公司午餐订单——AI agents必须付出更多的努力，例如通过网络接口进入DoorDash。
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As AI tools and agents have continued their march across all aspects of digital life, many companies are trying to use LLMs to improve the experience of purchasing goods and services on the Internet. Thus far, though, a vanishingly small number of people seem to be taking advantage of those capabilities, at least when it comes to using the popular food delivery app DoorDash with an outside AI agent.
In a third quarter earnings call Thursday, DoorDash co-founder and CEO Tony Xu responded to an analyst question by noting that “AI agents are generating several hundred orders [on DoorDash] across the time that they’ve been up and running.” In a marked understatement, Xu called this a “very low use case” for a company that handled just shy of one billion orders total in the third quarter of 2026 alone.
Speaking generally, Xu said he sees the potential for AI agents to be genuinely helpful for “long consideration purchases” and major decisions where agents would be “doing work on your behalf proactively in the background.” However, Xu added, “when it comes to a task that’s as simple as ordering food, we tend to see that come directly to DoorDash.”
Give it time?
To be fair to the AI boosters, DoorDash only rolled out its Model Context Protocol (MCP) connector less than a month ago. The connector provides a standardized, open-standard way for third-party AI tools to easily order through DoorDash’s platform. Without that kind of linkup—which is still only available to a small number of “early beta partners” and mainly used to streamline corporate lunch orders—AI agents have to go through a bit more effort to access DoorDash through a web interface, for instance.
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