Uber 上季度仅由 AI 代理完成 4 次网约车
原标题：Uber only fulfilled 4 rides from AI agents last quarter
AI 摘要
Uber 高管在财报电话会上首次披露，2026 年第三季度第三方 AI 代理仅完成了 4 次网约车预订，Uber Eats 在万圣节当周约有 500 单由 AI 代理完成，而同期平台总交易量为 3.2 亿次。Uber CEO Dara Khosrowshahi 表示愿意与第三方 AI 公司合作，但强调目前规模极小，且 Uber 正开发自有 AI 工具（如 Uber Eats 的 Cart Assistant）以留住用户。这表明尽管业界担忧 AI 代理会绕过平台直接下单，但短期内对 Uber 的冲击微乎其微。
正文节选
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 ag