显然很少有人使用个人AI agents来订购Ubers. 称公司在十月最繁忙的一周里
虽然更多的人使用AI agent通过它的送货服务订购食物，Uber Eats，但与旅行的总次数相比，数量仍然相当小。
Uber的首席财务官巴拉吉·克里希纳穆尔蒂(Balaji Krishnamurthy)在电话中告诉华尔街分析家，公司在万圣节的一周里处理了约3.2亿次旅行和跨越Uber和Uber的订单，但只有500个Uber Eats订单是由AI agent下达的。
称首席执行官Dara Khosrowshahi提到AI agents下的命令数量很少，“听着，我们希望将有更多的动力。”
AI发起的交易数量之少令人惊讶，包括去年成立的Instinct公司(Instinct)和融资公司(融资)最近以100亿美元估值的融资项目。 Meta的Muse也成为Apple上月美国App Store的第一号应用，称公司许多人利用它与企业购物和交易。
OpenAI,Anthropic,Google，和SpaceXAI(Grok)现在也提供自己的AI agents，以及许多较小的启动企业。
然而，来自公营公司的早期数字表明，代理网络仍有很长的路要走。 例如，DoorDash上星期在其收入报告中称，它迄今只收到AI agents的几百份订单，因为大多数客户仍在通过DoorDash应用发布订单。
Uber似乎看到同样的行为。 Khosrowshahi指出，平均订车时间只有50秒，这说明AI agent未必能节省任何人的时间。
尽管AI驱动的交易数量很少，但Khosrowshahi似乎对总的agents的理念大打折扣。 “我们认为，这是进入我们平台的又一次机会。 我们认为，从对生态系统的需求来看，这将是一个净积极的因素。
目前市场上约有八大AI助理，Khosrowshahi指出，他预计这个数字会及时增长到十多个。
他补充说，“每个AI系统公司都在与我们交谈”。
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Very few people are using personal AI agents to order Ubers, apparently. On the transportation giant’s third-quarter earnings call on Wednesday, the company said that only four rides were ordered through an AI agent during its busiest week in October: the week of Halloween.
While more people used an AI agent to order food through its delivery service, Uber Eats, the volume was still fairly small compared to the overall number of trips.
Uber’s chief financial officer, Balaji Krishnamurthy, told Wall Street analysts on the call that the company handled around 320 million trips and orders across Uber and Uber Eats during the week of Halloween, but only 500 Uber Eats orders were placed by an AI agent.
“It is very, very early and very limited traction that we are seeing so far,” said CEO Dara Khosrowshahi, referring to the low number of orders placed by AI agents. “Listen, we hope that there will be more traction.”
The surprisingly low numbers of AI-initiated transactions come amid growing hype for a new wave of AI agents that don’t just answer questions but also handle tasks on users’ behalf. There’s been an explosion of personal AI startups, including one of the buzziest, Instinct, which was founded last year and raised its most recent round of funding at a $10 billion valuation. Meta’s Muse also became the No. 1 app in Apple’s U.S. App Store last month, topping 10 million users, per Meta’s own reporting. The company said many were using it to shop and transact with businesses.
OpenAI, Anthropic, Google, and SpaceXAI (Grok) are also now offering their own AI agents, as are numerous smaller startups.
Still, early numbers from public companies indicate the agentic web still has a long way to go. DoorDash, for instance, said last week on its earnings call that it has only received a few hundred orders from AI agents so far, as most customers are still placing orders through the DoorDash app.
Uber is seeing the same behavior, it seems. Khosrowshahi pointed out that the average time to book a ride is only 50 seconds in the company’s app, and re-ordering a favorite food only takes 90 seconds. That suggests an AI agent isn’t necessarily saving anyone time.
Despite the low number of AI-driven transactions, Khosrowshahi seemed bullish on the idea of agents in general. “We think that is another opportunity to reach our platform. We think it will be a net positive in terms of demand on the ecosystem,” he said.
Right now, there are around eight major AI assistants on the market, Khosrowshahi noted, and he expects that number to grow to more than 10 in time.
“Every single AI system company is talking to us,” he added.
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