Almost nobody uses AI agents to order food or rides on apps like Uber
Résumé détaillé
Uber, DoorDash and AI agents show limited traction as ride-hailing and food delivery customers test tools like Meta Muse and Instinct.
AI agents aren't getting much love from restaurant patrons or ride-hailing passengers. Despite predictions that agents will revolutionize ordering stuff online, both Uber and DoorDash mentioned on their latest earnings calls that they've received hundreds of orders through AI agents like Meta's Muse or Instinct. Those are tiny numbers compared to the millions of rides and deliveries that the companies complete each day. For example, Uber provided 320 million ride-hailing and delivery trips during the last week of October, CFO Balaji Krishnamurthy said on Uber's third-quarter earnings call on Wednesday. It was "one of our largest weeks" thanks to Halloween orders, Krishnamurthy said.
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