Uber only fulfilled 4 rides from AI agents last quarter
AI agents won't be stealing Uber's lunch any time soon. Only four rides were arranged by third-party AI agents during the third quarter of 2026, Uber executives disclosed during an earnings call this morning. The volume of Uber Eats orders fulfilled by AI agents was a little higher, with the company recording "around 500" during […]
During the third quarter of 2026, Uber disclosed that third-party AI agents accounted for only four rides and 500 food deliveries out of their total 320 million transactions. Despite growing concerns about AI disintermediation, executives expressed confidence in their platform's continued dominance. The company acknowledged the rise of AI agents like Meta's Muse and OpenAI's Dots but emphasized the current lack of traction and the potential friction points for these agents.
Uber CEO Dara Khosrowshahi stated that their direct services would remain more delightful and easy to use, while also being open to collaborating with third-party AI companies. The company is actively developing its own AI tools, such as the Uber Cart Assistant, which helps users create grocery lists via image or text prompts. The early days of AI agents in the industry are still uncertain, with significant hurdles to overcome before they become viable alternatives for users.
Written by urgent.news from The Verge's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
