DoorDash CEO Notes Minimal AI Agent Use for Food Orders

In its latest earnings call, DoorDash CEO Tony Xu said that AI agents have placed only a few hundred orders on the platform, a minuscule fraction of the nearly 1 billion orders the company processed in Q3 2026. Xu described the figure as a “very low use case” and noted that most customers still place food orders directly through the DoorDash app. He added that AI agents could be more useful for “long‑consideration purchases” and major decisions where the agent works proactively in the background. The comment underscores that, despite the rapid spread of large‑language‑model agents across digital services, their impact on everyday, low‑effort transactions remains limited. DoorDash’s data suggest that the company’s current focus will stay on improving the core ordering experience rather than expanding AI‑driven ordering channels.