DoorDash reports that external AI agents have generated only hundreds of orders to date.

AI Brief

DoorDash CEO Tony Xu stated at the third-quarter earnings call that external AI agents have generated only hundreds of orders since launch, compared to nearly 1 billion orders for the company in Q3 2026. The MCP connector has been available for less than a month and is currently open only to a small number of early beta partners, primarily to streamline corporate catering. DoorDash's native Ask DoorDash feature performs better, with average order basket values nearly 50% higher and unique items about 60% more.

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Only hundreds of orders from outside AI agents: what does DoorDash’s pilot tell us?

The collected report describes an early DoorDash pilot for outside AI agents. Keep availability and measurement periods in view, then examine the path to a completed order. Company-wide order volume is not a suitable denominator for a pilot adoption rate.

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