由于AI工具和agents在数字生活的各个方面继续前进，许多公司正试图使用LLMs来改善在互联网上购买商品和服务的经验。 然而，到目前为止，似乎有极少数消失的人正在利用这些能力，至少在使用带有外部AI agent的大众食品提供应用程序DoorDash时是如此。
DoorDash联合创始人兼CEO徐东尼(Tony Xu)在第三季度收入电话中回答一个分析师的问题，指出“AI agents在其上线和运行期间正在生成数百份订单。 ” 徐某某公司仅2026年第三季度就处理了10亿份订单
他觉得AI agents对“长期考虑采购”和agents“在背景中主动代表你工作”的重大决定，然而，徐又说，“当任务与订购食品一样简单时，我们往往会看到直接到DoorDash。
给它时间？
为了公平对待AI助推器，DoorDash仅在不到一个月前推出其模型背景协议(MCP)连接器。 连接器为第三方AI工具提供了一个标准化的开放标准方式，方便通过DoorDash的平台订购。 没有这种链接——仍然只有少数 " 早期β伙伴 " 可以利用，而且主要用于简化公司午餐订单——AI agents必须经过更多的努力，例如通过网络接口进入DoorDash。
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As AI tools and agents have continued their march across all aspects of digital life, many companies are trying to use LLMs to improve the experience of purchasing goods and services on the Internet. Thus far, though, a vanishingly small number of people seem to be taking advantage of those capabilities, at least when it comes to using the popular food delivery app DoorDash with an outside AI agent.
In a third-quarter earnings call Thursday, DoorDash co-founder and CEO Tony Xu responded to an analyst question by noting that “AI agents are generating several hundred orders [on DoorDash] across the time that they’ve been up and running.” In a marked understatement, Xu called this a “very low use case” for a company that handled just shy of 1 billion orders total in the third quarter of 2026 alone.
Speaking generally, Xu said he sees the potential for AI agents to be genuinely helpful for “long consideration purchases” and major decisions where agents would be “doing work on your behalf proactively in the background.” However, Xu added, “when it comes to a task that’s as simple as ordering food, we tend to see that come directly to DoorDash.”
Give it time?
To be fair to the AI boosters, DoorDash only rolled out its Model Context Protocol (MCP) connector less than a month ago. The connector provides a standardized, open-standard way for third-party AI tools to easily order through DoorDash’s platform. Without that kind of linkup—which is still only available to a small number of “early beta partners” and mainly used to streamline corporate lunch orders—AI agents have to go through a bit more effort to access DoorDash through a web interface, for instance.
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