DoorDash CEO Tony Xu: AI agents will increase demand for human labour
DoorDash co-founder and CEO Tony Xu said at Wave by Vento in Turin that AI agents have probably already overtaken humans in the number of things they do on the internet, and that because they favour recurring tasks with a physical component — shopping, eating, picking up or returning items — more agents will mean more demand for physical delivery networks and for human labour. He pointed to DoorDash's ordering agent launched inside Apple Messages in September, its Dot delivery robot now running in Phoenix (which he said has made live deliveries to tens of thousands of customers) and its drone system unveiled in September. Xu said the most important piece is the platform behind them, which decides for each order whether a land robot, a drone or a human Dasher takes it — and a person and a robot can share one route.
It is a notable counter-intuitive bet from a major delivery platform: that agent adoption expands, rather than shrinks, demand for physical and human logistics capacity.
DoorDash co-founder and chief executive Tony Xu says more AI agents will mean more demand for physical delivery networks, and even for human labour. He spoke on Wednesday at Wave by Vento in Turin, in a session titled “Inside the Making of DoorDash”.
AI agents have probably already overtaken humans in the number of things they do on the internet, Xu said. To be useful, he said, they look for recurring tasks that people ask them to do again and again.
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