Uber's earnings call disclosed that the volume of orders placed by AI agents is extremely low, with only four ride requests recorded during the busiest week of October.
At its third-quarter earnings call, Uber stated that only four ride requests were placed by AI agents during the busiest week of October—the Halloween week. Uber Eats also saw just 500 orders from AI agents, compared to a total platform order volume of roughly 320 million for the same period. CEO Dara Khosrowshahi described the current situation as very early and pointed out that booking a ride via the app takes an average of only 50 seconds, while ordering food takes about 90 seconds, implying AI agents may not save time. Additionally, DoorDash reported last week that it has received only hundreds of orders from AI agents to date.
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