Earnings call
Uber Says AI Agents Booked Four Rides and About 500 Uber Eats Orders, Against Roughly 320 Million Trips and Orders
On its 4 November earnings call, Uber disclosed for the first time how much business third-party AI agents send it: four rides, plus around 500 Uber Eats orders in the week of Halloween, when it handled about 320 million trips and orders, according to The Verge and TechCrunch. CEO Dara Khosrowshahi called it "very, very early and very limited traction" and noted that booking a ride in the app takes about 50 seconds. The agents may still be comparing routes.
Key facts
- The Verge reports the four rides came over the third quarter; TechCrunch places them in the week of Halloween.
- Khosrowshahi said, per TechCrunch: "Every single AI system company is talking to us." He counted around eight major AI assistants today and expects more than 10.
- He said Uber will work with third-party agents but expects its own app to stay the easiest way to order.
- DoorDash said on its own earnings call the week before that it had received only a few hundred orders from AI agents.
Sources
- Original reportThe Verge theverge.com
- Also reported byTechCrunch techcrunch.com
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