DoorDash says it has seen only several hundred orders from third-party AI agents
DoorDash CEO Tony Xu said on the company's third-quarter earnings call that it sees "maybe several hundred orders in total from some of these third-party agents." TechCrunch notes the company's 2025 report put its average at 3 million deliveries daily.
NoteEarly agentic commerce volume at a large consumer platform looks small next to its own app traffic, a useful yardstick for payment firms sizing agent-driven checkout.
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