DoorDash：来自 AI 代理的订单仅“几百单”
原标题：DoorDash said it’s only received ‘several hundred’ orders from AI agents
AI 摘要
DoorDash 在第三季度财报电话会上透露，来自 Muse、Instinct、Fo 等第三方 AI 代理的订单仅有“几百单”，而公司日均配送量约 300 万单。CEO Tony Xu 表示，代理下单仍处于动态早期阶段，用户主要仍通过 DoorDash 应用下单，但公司希望了解代理用例并与第三方代理开发者建立关系，未来可能在这些代理中投放广告。DoorDash 自身也推出了文字下单代理、CLI 代理、Ask DoorDash 聊天机器人及用于企业订餐的 MCP；与此同时，Amazon 在封堵此类个人代理，Walmart 则选择开放。
正文节选
There’s a big uproar about AI agents taking over commerce and orders, but that might not be the case just yet. Delivery company DoorDash revealed during its third-quarter earnings call that it has only seen “several hundred” orders from third-party agents like Muse, Instinct, Fo, and others. For comparison, the company said in its 2025 report it completes an average of 3 million deliveries daily. “I would say that this [using agents to order] is something that is still a very dynamic area. And m