DoorDash: third-party AI agents have driven only "several hundred" orders
Read original source →arstechnica.comDoorDash CEO Tony Xu said on the Q3 2026 earnings call that outside agents like Muse, Instinct and Fo have generated just "several hundred" orders, against roughly 1 billion orders in the quarter. Its MCP connector, live under a month, is limited to early beta partners and mainly corporate lunch orders.
People · Tony Xu
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