Uber Records Just Four AI Agent Ride Bookings in Halloween Week
Uber logged just four AI agent ride bookings and 500 Eats orders during Halloween week, versus 320 million total trips and orders across both services.
Summary
On Wednesday, November 4, 2026, Uber said on its third quarter earnings call that AI agents booked only four rides during Halloween week, its busiest October week. CFO Balaji Krishnamurthy said Uber and Uber Eats handled about 320 million trips and orders that week, but agents placed just 500 Eats orders. CEO Dara Khosrowshahi called adoption very early and limited, noting that Uber app users can book a ride in 50 seconds or reorder favorite food in 90 seconds, leaving agents little time to save. DoorDash similarly disclosed last week that agents have generated only a few hundred orders, with most customers still using its app.
Agent investment nevertheless continues. Instinct, founded last year, raised its latest funding at a $10 billion valuation. Meta said Muse became the leading app in Apple’s U.S. App Store last month, exceeded 10 million users and was widely used for shopping and transactions. OpenAI, Anthropic, Google and SpaceXAI’s Grok also offer agents. Khosrowshahi expects the roughly eight major assistants available today to grow beyond 10, said every AI system company is talking with Uber, and predicts agents will create another route to its platform and a net increase in ecosystem demand.
Positives
- 500 Uber Eats orders came through AI agents during Halloween week, substantially more than the four agent-booked rides.
- 320 million weekly Uber and Uber Eats transactions give future agent integrations a large potential market.
- Meta’s Muse exceeded 10 million users after reaching number one in Apple’s U.S. App Store last month.
- Instinct secured its latest funding at a $10 billion valuation after being founded last year.
- Every AI system company is talking with Uber, while Dara Khosrowshahi expects major assistants to grow from eight to more than 10.
Risks & concerns
- Only four Uber rides were booked through AI agents during the company’s busiest October week.
- Just 500 of about 320 million Uber and Uber Eats weekly transactions originated through agents.
- DoorDash has received only a few hundred AI agent orders, with most customers continuing to use its app.
- Uber rides take 50 seconds to book and favorite food orders 90 seconds to repeat, limiting agents’ convenience advantage.