外卖平台DoorDash在第三季度财报电话会议上透露，目前通过第三方AI代理（如Muse、Instinct等）完成的订单数量仅为“几百”个。1 这一数据与公司2025年报告中日均完成300万次配送的总体规模形成鲜明对比，显示用户主要仍通过官方App进行下单。1
针对AI代理订购的现状，DoorDash首席执行官Tony Xu表示：“我认为这种[使用代理下单]仍然是一个动态变化的领域。我对所有技术的看法是，你永远不想违背重力，但与此同时，你也不想产生幻觉。”1 尽管外部AI代理带来的直接业务影响微乎其微，DoorDash并未忽视该趋势，公司已推出包括6月的聊天机器人“Ask DoorDash”、7月的CLI代理以及9月的文本转订单代理在内的多项自研AI功能。1 此外，DoorDash还计划探索与第三方AI代理的合作机会及潜在的广告业务，而行业其他巨头对此态度不一，例如Amazon屏蔽了个人代理接入，Walmart则选择开放接口。1
DoorDash disclosed during its third-quarter earnings call that it has received only "several hundred" orders placed by third-party AI agents, such as Muse, Instinct, and Fo. 1 This figure contrasts sharply with the company's 2025 report, which stated an average of 3 million daily completed deliveries. 1 CEO Tony Xu emphasized that users continue to place the vast majority of their orders through the standard application interface. 1
Xu characterized the integration of AI agents in food delivery as a rapidly evolving sector, noting that while technology trends are powerful, one must avoid unrealistic expectations regarding their current impact. 1 He remarked, "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." 1 Despite the low volume from external agents, DoorDash has actively developed its own artificial intelligence capabilities, launching a chatbot named 'Ask DoorDash' in June, a command-line interface agent in July, and a text-to-order agent in September. 1 The company also plans to explore potential partnerships with third-party agents and advertising opportunities within this emerging space. 1 Meanwhile, industry responses vary, with Amazon blocking individual agents while Walmart allows open access. 1
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