Updated
Updated · The Verge · Nov 4
Uber Says AI Agents Drove 4 Rides and 500 Deliveries Out of 320 Million
Updated
Updated · The Verge · Nov 4

Uber Says AI Agents Drove 4 Rides and 500 Deliveries Out of 320 Million

3 articles · Updated · The Verge · Nov 4

Summary

  • Only 4 Uber rides and about 500 Uber Eats deliveries were arranged by third-party AI agents in the third quarter, the company’s first disclosure of bot-driven volume.
  • 320 million total rides and deliveries over the period underscore how little traction outside AI agents have gained despite fears they could disintermediate apps like Uber and DoorDash.
  • Uber executives said they are open to working with third-party AI companies, but CEO Dara Khosrowshahi argued Uber’s own app should remain the easiest and most appealing way for customers to book.
  • Uber is also building its own AI features to keep users inside its platform, including an Uber Eats Cart Assistant that creates grocery lists from a recipe image or text prompt.

Insights

How is Uber secretly weaponizing its own AI infrastructure to block third-party agents from stealing its massive user ecosystem?
With tech giants pushing AI assistants, is Uber's reliance on direct app usage a ticking time bomb for its customer base?