DoorDash's CEO: Don't be 'delusional' after just a few hundred AI agent orders

Some third-party AI agents have generated "several hundred" DoorDash orders, CEO Tony Xu said. David Zalubowski/AP

The age of AI agents ordering your meals isn't here yet, according to DoorDash.

The food delivery service has received "several hundred orders in total" from agents such as Meta's Muse, DoorDash CEO Tony Xu said during the company's earnings call on Thursday. By comparison, DoorDash delivered 3.2 billion orders worldwide in 2025.

Instead, customers are still using DoorDash's app and website to place orders, Xu said.

"For the everyday ordering, what we see is people come to DoorDash, and they come back to DoorDash," he said.

Xu's comments suggest that buzzy AI agents like Muse and Instinct have far to go before they become a big part of how users buy things.

The agents can be useful for tracking the prices of holiday gifts or airline tickets, users told Business Insider earlier this month.…