AI agents不会很快偷Uber的午餐。
Uber上个季度只完成了4次来自AI agents的飞行
尽管对AI解密越来越担忧，但Uber高管透露，在3.2亿个交易中，第三方的bot只占了4乘和500个食品交付。
在2026年第三季度，第三方AI agents只安排了4次搭乘，Uber高管在今天上午的一次收入电话中披露。 AI agents完成的Uber Eats订单量稍高一点，公司在万圣节的一周里录制了"约500"，在总共3.2亿Uber骑行和Uber Eats送货量中。
这是Uber首次披露第三方AI agents在其平台上安排交货或搭乘的数量。 随着AI agents像Meta的Muse或OpenAI的Dots一样的崛起，一些专家预测Uber和DoorDash等平台有解析的危险，其中客户使用AI agents订购食品或订车，而不是访问应用程序本身。
但在早期，风险似乎仍然很小。 在呼吁中，Uber的高管们表达了与第三方AI公司合作的开放态度，让agents更容易使用他们的平台——同时也表示相信他们的客户会继续喜欢直接使用Uber应用的经验。
Uber首席执行官Dara Khosrowshahi 称在电话中表示，“我们确实认为，我们希望以愉快、轻松的方式向消费者提供服务。 我们认为我们的直接服务将是最令人愉快和最容易的，但我们将与这些第三方合作。”
他接着说，“这只是非常、非常早的，我们希望确保我们不依赖任何一个角色，我认为我们在这种未来环境中处于非常有利的位置。”
这第一波AI agents仍然有很长的路要走，还有许多摩擦点。 而Uber或DoorDash等平台运营商几乎没有什么动力让这些agents冲入并替换自己的客户。
这并不是说人工智能公司不会不可避免地想出办法。 这些公司知道这是它们的主要使用案例之一，也是它们走向更有利可图的未来的最佳途径。 但是，让Uber同意更多的干扰，将是一个艰难的要求。
Uber正在开发自己的AI工具，这些工具旨在使用自己的平台保持客户。 今年早些时候，公司推出一个新的Uber Eats的Cart Assistance，其中AI bot会根据食谱或文本提示的图像建立杂货清单。
本文由 AI图鉴自动抓取并翻译，版权归原作者所有；如需查看原文请点下方链接。
AI agents won’t be stealing Uber’s lunch any time soon.
Uber only fulfilled 4 rides from AI agents last quarter
Despite growing concerns over AI disintermediation, Uber executives revealed that third-party bots accounted for just four rides and 500 food deliveries out of 320 million transactions.
Only four rides were arranged by third-party AI agents during the third quarter of 2026, Uber executives disclosed during an earnings call this morning. The volume of Uber Eats orders fulfilled by AI agents was a little higher, with the company recording “around 500” during the week of Halloween, out of a total 320 million Uber rides and Uber Eats deliveries.
This is the first time that Uber has disclosed the number of third-party AI agents that have arranged deliveries or rides on its platform. With the rise of AI agents like Meta’s Muse or OpenAI’s Dots, some experts are predicting that platforms like Uber and DoorDash are at risk of disintermediation, in which customers use AI agents to order food or book a ride, rather than visiting the app itself.
But in these early days, it seems like the risk is still very small. During the call, Uber’s executives expressed an openness to working with third-party AI companies to make things easier for agents to use their platform — while also expressing confidence that their customers will continue to prefer the experience of using the Uber app directly.
“We hope that there will be more traction,” Uber CEO Dara Khosrowshahi said during the call. “We do think that we want to make services that are available to consumers in a delightful, easy way. We think our direct services are going to be the most delightful and easy, but we will work with these third parties.”
He continued, “It is just very, very early, and we want to make sure we are not dependent on any one player, and I think we are very well positioned in this environment going forward.”
As we’ve noted before, this first wave of AI agents still have a long way to go before people begin seeing them as a viable way to order food or book a ride somewhere. There still is a lot of friction points. And platform operators like Uber or DoorDash have little incentive to allow these agents to barge in and replace their own customers.
Which is not to say the AI companies won’t inevitably figure it out! These companies know this is one of their primary use cases, and their best path to a more profitable future. But getting Uber to agree to more disintermediation will be a tough ask.
Uber is developing its own AI tools that are designed to keep customers using its own platform. Earlier this year, the company rolled out a new Cart Assistant for Uber Eats, in which an AI bot will build a grocery list based on an image of a recipe or a text prompt.
Auto-fetched and translated by AI Atlas. All rights belong to the original author.