Uber's AI agent problem is still tiny

Uber's AI agent disclosure

Uber executives revealed during an earnings call on November 4, 2026 that third-party AI agents arranged just four rides during the third quarter.

Food delivery numbers

AI agents fulfilled around 500 Uber Eats orders during the week of Halloween, out of a total 320 million Uber rides and Uber Eats deliveries.

First time disclosure

This is the first time Uber has disclosed the number of third-party AI agents arranging deliveries or rides on its platform.

The disintermediation concern

Experts predict platforms like Uber and DoorDash risk disintermediation, where customers use AI agents like Meta's Muse or OpenAI's Dots instead of visiting apps.

Uber's openness and confidence

Uber executives expressed openness to working with third-party AI companies while expressing confidence that customers will prefer using the Uber app directly.

Khosrowshahi on early days

CEO Dara Khosrowshahi said Uber wants to make services available in a delightful way and believes direct services will be most delightful, but will work with third parties.

“We hope that there will be more traction. We do think that we want to make services that are available to consumers in a delightful, easy way.”

Uber's own AI strategy

Uber is developing its own AI tools to keep customers on its platform, including a Cart Assistant for Uber Eats that builds grocery lists from recipe images or text prompts.