Uber discloses very few ride orders from third-party AI agents
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On its Q3 2026 earnings call, Uber disclosed for the first time that third-party AI agents facilitated only 4 rides in the quarter, with Uber Eats order volume slightly higher. CEO Dara Khosrowshahi called the scale "very, very early" with limited traction, but believes agents will bring incremental demand to the platform over the long term; Uber is willing to partner with third-party AI companies, while believing users will still prefer to use the Uber app directly. Regarding the time frame, earlier reports said the 4 orders were Q3 data and that such orders totaled about 500 during Halloween week; a later TechCrunch report said that during Halloween week in October, only 4 rides were ordered through AI agents, while Uber Eats AI agent orders that week were 500, and said Uber and Uber Eats combined completed about 320 million trips and orders that week. Whichever framing is used, orders brought in by AI agents account for a very small share of Uber's overall business.
AI overview based on source reports · Updated 1 days ago
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- TechCrunch · AIAlmost no one uses AI agents to book their Uber, company says
On Uber's Q3 earnings call, CFO Balaji Krishnamurthy said that during the week of Halloween the company handled around 320 million trips and orders across Uber and Uber Eats, but only four rides were booked through an AI agent and only 500 Uber Eats orders were placed by one. CEO Dara Khosrowshahi called the traction "very, very early and very limited," while noting that booking a ride in the app takes about 50 seconds and reordering food about 90 seconds. He remained bullish on agents overall, saying around eight major AI assistants exist today and that "every single AI system company is talking to us."
- Hacker News AIUber only fulfilled 4 rides from AI agents last quarter
Uber executives said on an earnings call that third-party AI agents arranged only four rides in the third quarter of 2026, while about 500 Uber Eats orders were fulfilled by AI agents during the week of Halloween out of 320 million total rides and deliveries. It was the first time Uber disclosed such figures, and CEO Dara Khosrowshahi said it is "very, very early" and that Uber will work with third parties while expecting customers to prefer its own app.
- The Verge · AIUber only fulfilled 4 rides from AI agents last quarter
Uber executives said on an earnings call that third-party AI agents arranged only four rides in the third quarter of 2026, while about 500 Uber Eats orders were fulfilled by AI agents during the week of Halloween out of 320 million total rides and deliveries. It was the first time Uber disclosed such figures, and CEO Dara Khosrowshahi said it is "very, very early" and that Uber will work with third parties while expecting customers to prefer its own app.
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