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Uber, DoorDash, Airbnb report minimal use of AI shopping agents

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GoKawiil Brief

Executives at Uber, DoorDash and Airbnb disclosed that AI agents like OpenAI's Dots and Meta's Muse account for only a tiny fraction of transactions on their platforms. Uber CFO Balaji Krishnamurthy said just four rides and 500 Uber Eats orders came via AI agents during the company's busiest October week, out of 320 million trips and orders. DoorDash CEO Tony Xu said AI agents have driven only a few hundred orders total since launch, against billions of annual orders, while Airbnb CEO Brian Chesky said bookings via agents are negligible out of nearly half a million daily bookings.

Why It Matters

GoKawiil's interpretation of the reporting above, not reported fact.

The disclosures suggest that consumer adoption of AI shopping agents is lagging far behind the hype generated by their launches, including Muse briefly topping the App Store. Uber CEO Dara Khosrowshahi's comment that booking a ride takes about 50 seconds implies that for routine, fast tasks, an AI intermediary may add friction rather than convenience. This could indicate that AI agents need to find more complex, time-consuming use cases before they gain meaningful traction with consumers.

Key Takeaways

Source: techspot.com — Rob Thubron, 2026-11-11

Published there as: “Uber, DoorDash, and Airbnb reveal how few people are actually using AI agents”

Read the original report → The summary and analysis above are GoKawiil's own, written from reporting by the source above. Facts and quotes belong to the original publisher.