DoorDash CEO: There are only a few hundred AI proxy orders, don't "deceive yourself".
Businessinsider
58m ago
Ai Focus
DoorDash CEO Tony Xu stated during the financial report conference call on Thursday that there were "only a few hundred orders" placed through agents such as Muse from Meta. In contrast, DoorDash delivered 3.2 billion orders globally in 2025. He mentioned that users still place their orders primarily through DoorDash's app and website, but the company is still testing its own AI tools such as text-based ordering and chatbots, believing that these tools may bring in additional orders in the future.
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According to DoorDash, the era where AI acts as your agent to place orders has not truly arrived yet.

DoorDash CEO Tony Xu stated during the company's financial report conference call on Thursday that there were "only a few hundred orders" from agents such as Muse from Meta. In contrast, DoorDash delivered 3.2 billion orders globally in 2025.

Xu indicates that customers are still mainly placing orders through the applications and websites of DoorDash.

He said, "For daily food ordering, what we observe is that people come to DoorDash and also return to DoorDash."

The statement from Xu indicates that agents like Muse and Instinct, which are highly regarded, still have a long way to go before they can become an important part of users' shopping habits.

Earlier this month, users told Business Insider that these proxies could be very useful in tracking holiday gift or flight ticket prices. However, many people are still reluctant to let the proxies complete purchases on their own. They prefer to use safer payment methods, such as one-time credit cards, in case there are any mistakes by the proxies.

Although the number of orders generated through third-party proxies is relatively low, DoorDash is still adjusting its own AI tool.

In September, the company stated that it was testing a text-based ordering feature, whose interface resembled Instinct. Another way to place orders is through a chatbot named Ask DoorDash, which can generate orders based on recipes or shopping lists and can adjust the content to match customer preferences.

Xu indicates that these AI tools may ultimately bring new orders to DoorDash.

He said, "My view on all technical issues is that you should never go against the general trend."

He also added that considering the relatively low number of orders placed through agents, "but at the same time, you can't deceive yourself either."

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