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Muse and Instinct bookings: Uber, DoorDash and Airbnb say AI agents are barely ordering anything
On their third-quarter 2026 earnings calls, Uber counted four rides booked by AI agents in a week, DoorDash several hundred orders in total, and Airbnb called bookings from Muse and Instinct very non-material. What they said, and what it means for where an assistant earns its keep.
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