If you are deciding what to hand to an AI assistant, the first real usage numbers are worth a look. Three of the companies that agents are supposed to order from have now said how many orders they actually see. Here is what they reported.
What happened
Fortune reported on November 10, 2026 what three companies told analysts on their third-quarter earnings calls:
- Uber, November 4. CFO Balaji Krishnamurthy said AI agents booked four Uber rides and 500 Uber Eats deliveries out of 320 million combined rides and deliveries during the week of Halloween.
- DoorDash, October 29. CEO Tony Xu said AI agents are generating “maybe several hundred orders in total across the time that they have been up and running.”
- Airbnb, November 5. CEO Brian Chesky said that out of “nearly half a million bookings” a day, “a very non-material number” happen through the AI agents Muse and Instinct.
Fortune notes that all three companies are building AI tools of their own.
Why the numbers are small
The executives gave their own reasons. Uber’s CEO, Dara Khosrowshahi, said it takes a median of 50 seconds for a customer to order an Uber and 90 seconds to order Uber Eats, so customers are unlikely to turn to an agent for it.
Chesky made a different point about travel. Agents, he said, “are good at simple routine tasks,” but 80% of travelers say they like researching their trips. “Discovering where to go and where to stay is part of the experience,” he said. “People want to look at photos, they want to compare homes, they want to make decisions with the people they’re traveling with,” he added.
What Muse does with email and calendar
Muse is the Meta agent Chesky named. Its homepage says you can “connect the apps you use daily, like email, calendar, and Instagram,” and that you “approve actions your agent takes on your behalf before they happen, like sending emails and making purchases.”
In its small business announcement, Meta said Muse will come to you with ideas, “like proactively flagging emails that need a response and writing your first drafts.” None of the three earnings calls, as reported, said anything about email.
If you run client work over email
The earnings calls measured purchases that already take under two minutes. Client email is a different kind of work: it takes days, it involves other people, and what goes wrong is that something gets dropped. That is the job alfred_ is built for.
alfred_ is an AI assistant for client-facing teams, and each person on the team gets their own. It reads your email across up to six Gmail, Outlook and IMAP accounts, flags the emails that need your answer, and keeps one list of the replies you owe and the replies you’re waiting on. It manages your calendar, prepares you for meetings from your email, calendar and notes, and sends a morning brief by email or text. You can ask it for things on the web, on iPhone, by text, or from Claude and ChatGPT, and nothing is sent until you approve it. Plans start at $29.99 a month, and teams are on one bill.
