DoorDash 称来自第三方 AI Agent 的订单仅有“数百笔”

关于 AI Agent 接管电商和下单交易的炒作铺天盖地，但现实可能并非如此。外卖配送巨头 DoorDash 在其第三季度财报电话会议中透露，来自 Muse、Instinct、Fo 等第三方 Agent 的订单总共仅有“数百笔”。作为对比，该公司在其 2025 年报告中披露，其日均完成的配送量约为 300 万单。

“我想说，（使用 Agent 点餐）仍处于一个非常动态演变的阶段。我对所有技术的看法是：永远不要违背重力（逆势而行），但与此同时，你也不能抱有不切实际的幻想。”DoorDash 首席执行官 Tony Xu 在回答分析师相关提问时表示，“我的意思是，如果你看一下目前 AI Agent 所处的阶段，我们从这些第三方 Agent 那里总共只看到了大约几百笔订单。”

Xu 提到，用户目前依然绝大多数通过 DoorDash 的官方应用下单。不过，该公司希望进一步探索 Agent 的使用场景，并与第三方 Agent 开发者建立健康的合作关系。他补充道，未来甚至可能出现向这些 Agent 内部投放广告的机会。

DoorDash 本身也拥有自己的 Agent 产品线，包括其在 9 月推出的短信点餐 Agent、7 月发布的 CLI 命令行 Agent，以及 6 月上线的聊天机器人 Ask DoorDash——用户可以通过提示词和照片直接下单。此外，该公司还发布了面向企业订餐的 MCP 连接器，支持直接从其他聊天机器人中发起订餐。

基于 Agent 的下单生态仍在持续演变，各家网站也在权衡是否允许 Agent 访问自身内容与服务。亚马逊一直在封杀此类个人 Agent，而沃尔玛则为其铺开红地毯，以期从竞争对手手中争夺市场份额。

There’s a big uproar about AI agents taking over commerce and orders, but that might not be the case just yet. Delivery company DoorDash revealed during its third-quarter earnings call that it has only seen “several hundred” orders from third-party agents like Muse, Instinct, Fo, and others. For comparison, the company said in its 2025 report it completes an average of 3 million deliveries daily.

“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,” DoorDash CEO Tony Xu said in an answer to an analyst’s questions about the topic. “What I mean by that is if you look at where AI agents are today, we’re seeing maybe several hundred orders in total from some of these third-party agents,” he said.

Xu mentioned that users are still predominantly placing orders through DoorDash’s app. However, the company wants to learn more about agentic use cases and develop a healthy relationship with third-party agent makers. He added that, in the future, there could be an opportunity for it to advertise within these agents.

DoorDash has its own agents, including a text-to-order agent it launched in September, a CLI agent introduced in July, and a chatbot called Ask DoorDash it launched in June, which allows users to place orders through prompts and photos. The company also released an MCP to enable ordering from other chatbots for corporate ordering.

The space of agent-based ordering is evolving, as websites are still deciding whether to allow them to access their content or not. Amazon has been blocking such personal agents, but Walmart has laid out a red carpet for them in order to snag some business from its competitors.