Uber Only
The Verge leans on a number that quietly deflates the agentic-commerce narrative: whatever platform demos and payment consortia promise about agents booking rides and ordering food, end users are barely doing it. It is telling that this had to be disclosed on an earnings call — investors are clearly asking whether agents threaten demand, which itself shows the hype has reached Wall Street.… more
In our view the tiny figures reflect real frictions: agents still lack trusted identity, payment authorization and error recovery, and consumers do not yet hand over everyday transactions to bots. Still, four rides is a baseline, not a verdict — agent checkout protocols and assistant integrations are only now shipping at scale. The next few quarters of these disclosures will show whether agentic commerce is a slow burn or a dead end. For now, the 'agents eat demand' thesis remains theoretical.
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 …
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The Verge
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