DoorDash's CEO: Don't be 'delusional' after just a few hundred AI agent orders (www.businessinsider.com)

DoorDash CEO Tony Xu highlighted during the company's recent earnings call that the use of AI agents like Meta's Muse for placing food orders remains minimal, with only several hundred orders recorded compared to 3.2 billion traditional orders in 2025. He emphasized that while customers are increasingly using the DoorDash app and website for their meal selections, the potential of AI agents to transform ordering behavior is far from realized. Xu cautioned against overestimating the immediacy of this shift, stating that while innovative AI tools are being developed, such as text-to-order features and chatbots that interpret recipes into orders, they have not yet significantly impacted order volumes. Despite the low penetration of AI in direct ordering, Xu remains optimistic about the future of AI in DoorDash’s offerings. The company is actively refining its AI technologies to improve user experience and streamline ordering processes, such as through a chatbot called Ask DoorDash that personalizes orders based on customer preferences. This suggests a gradual adaptation to AI-enhanced platforms within the food delivery sector, but the current reliance on traditional ordering methods indicates a cautious approach to integrating AI into consumer behavior—a vital insight for the AI/ML community as it navigates the intersection of technology and everyday consumption.