DoorDash has received only several hundred orders from AI agents

DoorDash's average, against several hundred agent orders

3 million deliveries a day

Agents have placed several hundred orders in total, against an average of 3 million deliveries a day, and users still mostly order through DoorDash's own app.

"You never want to fight gravity. But at the same time, you don't want to be delusional," CEO Tony Xu told analysts on the earnings call.

— Tony Xu, DoorDash CEO

Amazon has been blocking personal AI agents, while Walmart has welcomed them to win business from competitors.