AI agents arranged only four Uber rides last quarter
The Verge: 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 the week of Halloween, out of a total 320 million Uber rides and Uber Eats deliveries. This is the first time that Uber has disclosed the number of t
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During the third quarter of 2026, third-party AI agents arranged only four rides and around 500 food deliveries out of 320 million total Uber transactions. Some experts have predicted that AI agents could disintermediate ride-sharing and food delivery platforms by allowing customers to bypass apps and order directly through AI intermediaries. Uber executives disclosed these numbers for the first time during an earnings call, expressing openness to working with third-party AI companies while maintaining confidence that customers will prefer using the Uber app directly. The data suggests that despite growing concerns about AI disruption, the actual volume of orders placed through third-party AI agents remains minimal in these early stages.
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