They built the AI rails. Almost nobody is riding them.

WHAT HAPPENED

DoorDash and Uber both say outside AI agents barely register

DoorDash's CEO said AI agents generated "several hundred orders" so far, a "very low use case." Uber said only four rides were booked through an AI agent in its busiest week in October. Both reported it on earnings calls.

THE NUMBER

4

rides booked by an AI agent in Uber's busiest week of October

Out of around 320 million trips and orders across Uber and Uber Eats that week.

THE REAL PROBLEM IN COMPANIES

What I see in companies: the channel ships, the habit doesn't

1. 01The launch gets celebrated. Nobody checks who actually uses it a month later.
2. 02The demo shows what's possible, not what customers already do every day.
3. 03If the old way is faster, the new channel stays empty.

I'VE ALREADY SOLVED THIS

AskMoses.AI, the SaaS I built end to end and run as a contractor

1. 0117 organizations in the US signed up and only 6 actually use it.
2. 0211 of 17 never activated: onboarding required a CRM and a rubric before any value.
3. 03Script Intelligence mines winning calls in the CRM and writes a weekly script, 3 calls minimum.

MY TAKE

Launching is not the same as being used.

Uber noted that booking a ride takes 50 seconds in its app. In practice, an agent has to beat that, not just exist. I learned the same with my own product: adoption shows up in real usage data, not in the launch.