AI Agents' DoorDash Orders: Several Hundred Total

DoorDash handled 993 million orders last quarter. On its October 29 earnings call, its CEO said outside AI agents have generated maybe several hundred orders in total, across the whole time they've been running. It's a spoken, rounded number, and it covers third-party agents only. The same day, Amazon's CEO told investors few customers shop this way yet, because the experience is still not great.