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During its Q3 earnings call, DoorDash CEO Tony Xu said the company has observed only “several hundred” orders placed by third‑party AI agents such as Muse, Instinct and Fo, compared with about 3 million deliveries completed daily. DoorDash also noted it offers its own ordering agents (text‑to‑order, CLI agent, Ask DoorDash) and is exploring partnerships and advertising opportunities with agent makers.
DoorDash reduced latency in its AI-powered grocery reorder flow from about 16 seconds to 2 seconds by precomputing recurring purchase candidates (from 90 days of history) with batch LLM inference, applying deterministic validation, and storing reusable shopping-list data; the serving path then resolves items against the live catalog. The change doubled shopping-list views and increased the flow’s order rate by roughly 34%, and it builds on DoorDash’s shared agent platform and grounded shopping interface (Ask DoorDash).
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