基本上还没人用 AI Agent 点外卖：DoorDash 谈电商新场景的早期探索

英文标题：Basically no one is using AI agents for their DoorDash orders

DoorDash 首席执行官 Tony Xu 指出，目前极少有用户使用第三方 AI Agent 进行订餐，但该场景仍处于非常早期的探索阶段。尽管总体使用率不高，DoorDash 内部推出的“Ask DoorDash”功能已显现潜力：建车速度提升 5 倍，客单价高出近 50%，并带动了大量新餐厅的发现。这一现状与 1994 年必胜客初涉网络点餐极为相似，对行业与开发者而言，AI Agent 重塑电商交互虽然是大势所趋，但短期落地仍需保持务实与理性。

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中文

Xu 对“第三方 Agent”订单的讨论并未包含 DoorDash 自身的内部 AI 工具。这些工具包括该公司今年夏天推出的“Ask DoorDash”功能，例如该功能可以通过一张食谱照片创建在线购物车，或者根据诸如“四口之家的晚餐”这类模糊描述推荐订单。

DoorDash 尚未公布此类具体使用率的详细统计数据，但该公司上个月表示，相比未使用该功能的用户，Ask DoorDash 用户的购物车构建速度“快了 5 倍”，且 Ask DoorDash 订单“平均客单价高出近 50%，包含的独特商品种类比同一消费者的传统订单多出约 60%”。该公司还表示，近一半的 Ask DoorDash 订单最终投向了“消费者此前从未尝试过的本地餐厅”，有助于发现区域内的新店铺。

这一切都说明，DoorDash 目前在 Agent 点餐方面的探索，可能有点像必胜客在 1994 年试水在线订餐的早期实验。在当时，人们很难想象如今的世界——必胜客超过一半的订单都是在线完成的。

也许数年之后，使用 AI Agent 点外卖和订购其他商品将变得司空见惯，届时我们回顾这些早期统计数据可能会感到忍俊不禁。不过就目前而言，Xu 对这些早期数字的态度至少显得相当冷静。

“我对所有科技事物的看法是，你永远不要去对抗重力（趋势），”他在谈及 AI Agent 时表示，“但与此同时，你也不能抱有不切实际的幻想。”

English / 原文

Xu’s discussion of “third-party agent” orders also doesn’t include DoorDash’s own internal AI tools. Those include an “Ask DoorDash” feature the company rolled out this summer that can, for instance, create an online shopping cart from a photograph of a recipe or suggest an order based on a vague description like “dinner for a family of four.”

DoorDash hasn’t shared detailed statistics on that kind of usage, but the company said last month that Ask DoorDash baskets get built “five times faster” than those built without, and Ask DoorDash orders “average nearly 50% higher basket value and about 60% more unique items than the same consumers’ traditional orders.” The company also said nearly half of Ask DoorDash orders end up at “local spots the consumer has never tried before,” helping with discovery of new area restaurants.

That’s all to say that DoorDash’s current experience with agentic ordering may be a bit like Pizza Hut’s first tentative online ordering experiments in 1994. Back then, it would have been hard to picture today’s world, where more than half of Pizza Hut orders are placed online.

Maybe ordering food and other goods using AI agents will be just as commonplace years from now, and we’ll look back at these early statistics with bemusement. For now, though, Xu at least seems relatively cool on the early numbers.

“My take on all things technology is you never want to fight gravity,” he said regarding AI agents. “But at the same time, you don’t want to be delusional.”