Major delivery and ride-hailing platforms report minimal adoption of AI agents

Both Uber and DoorDash have indicated that the utilization of AI agents for services like food ordering and ride-hailing remains extremely low, despite predictions of widespread automation. During their recent earnings calls, both companies noted receiving only hundreds of orders through AI agents, which constitutes a negligible fraction of their daily transaction volumes. For instance, Uber's CFO, Balaji Krishnamurthy, stated during the third-quarter earnings call that only about 500 of the 320 million ride-hailing and delivery trips completed in the last week of October originated from AI agents, with agents accounting for just four ride-hailing trips that week. Krishnamurthy characterized the current adoption as having very limited traction. This aligns with DoorDash CEO Tony Xu's earlier report that the company received several hundred orders from AI agents, a small fraction of its annual delivery volume. While some users are experimenting with agents for tasks ranging from grocery purchasing to price monitoring, concerns over ordering errors and security have prompted cautious use. DoorDash had previously announced testing a text-to-order feature in September.