Third-party services like Muse, Instinct, and Fo account for a virtually unnoticeable share of DoorDash's 3 million daily orders. Despite this modest start, the company is actively preparing for automated commerce by courting external developers and building proprietary tools. These internal efforts include a recently launched chatbot, a command-line interface agent, and a dedicated text-to-order system.
Key points
Consumers continue to overwhelmingly prefer native mobile applications over autonomous di…: Consumers continue to overwhelmingly prefer native mobile applications over autonomous digital intermediaries for daily food delivery.
DoorDash is actively positioning itself to capitalize on future automated commerce throug…: DoorDash is actively positioning itself to capitalize on future automated commerce through proprietary tools and third-party advertising opportunities.
Industry leaders are adopting divergent strategies, ranging from total access bans to ope…: Industry leaders are adopting divergent strategies, ranging from total access bans to open integration, as autonomous shopping technology evolves.
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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…
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