DoorDash CEO Tony Xu Cautions Against AI Agent Hype After Just a Few Hundred Orders

DoorDash CEO Tony Xu tempered expectations around AI agents, noting that early experiments with tools like Meta's Muse have generated only a few hundred orders. In a candid assessment, Xu warned against being 'delusional' about the immediate impact of AI on the food delivery giant's business. While the company is actively enhancing its AI capabilities, Xu emphasized that real-world adoption remains nascent. The low order volume underscores the gap between AI's promise and its current utility in everyday commerce. DoorDash plans to continue refining its AI tools, but Xu's remarks signal a pragmatic approach rather than chasing hype. For investors and industry watchers, the key takeaway is that AI agents are not yet a significant revenue driver, but DoorDash is positioning itself for future gains as the technology matures.