Almost no one uses AI agents to book their Uber, company says

Very few people are using personal AI agents to order Ubers, apparently. On the transportation giant’s third-quarter earnings call on Wednesday, the company said that only four rides were ordered through an AI agent during its busiest week in October: the week of Halloween.

显然，很少有人使用个人人工智能代理来预订优步（Uber）。在这家交通巨头周三举行的第三季度财报电话会议上，公司表示，在10月份最繁忙的一周（万圣节周）里，通过人工智能代理预订的行程仅有四次。

While more people used an AI agent to order food through its delivery service, Uber Eats, the volume was still fairly small compared to the overall number of trips. Uber’s chief financial officer, Balaji Krishnamurthy, told Wall Street analysts on the call that the company handled around 320 million trips and orders across Uber and Uber Eats during the week of Halloween, but only 500 Uber Eats orders were placed by an AI agent.

虽然有更多人使用人工智能代理通过其外卖服务 Uber Eats 点餐，但与总行程数相比，这一数量仍然相当小。优步首席财务官巴拉吉·克里希纳穆尔蒂（Balaji Krishnamurthy）在电话会议上告诉华尔街分析师，在万圣节那一周，公司处理了约3.2亿次行程和订单，但通过人工智能代理下单的 Uber Eats 订单仅有500份。

“It is very, very early and very limited traction that we are seeing so far,” said CEO Dara Khosrowshahi, referring to the low number of orders placed by AI agents. “Listen, we hope that there will be more traction.”

“目前我们所看到的进展还非常、非常早期，且非常有限，”首席执行官达拉·科斯罗萨西（Dara Khosrowshahi）在谈到人工智能代理下单数量较少时表示，“听着，我们希望未来能有更多的进展。”

The surprisingly low numbers of AI-initiated transactions come amid growing hype for a new wave of AI agents that don’t just answer questions but also handle tasks on users’ behalf. There’s been an explosion of personal AI startups, including one of the buzziest, Instinct, which was founded last year and raised its most recent round of funding at a $10 billion valuation.

人工智能发起的交易数量低得惊人，而此时正值新一波人工智能代理热潮高涨之际，这些代理不仅能回答问题，还能代表用户处理任务。个人人工智能初创公司如雨后春笋般涌现，其中包括最热门的公司之一 Instinct，该公司成立于去年，最近一轮融资的估值已达100亿美元。

Meta’s Muse also became the No. 1 app in Apple’s U.S. App Store last month, topping 10 million users, per Meta’s own reporting. The company said many were using it to shop and transact with businesses. OpenAI, Anthropic, Google, and SpaceXAI (Grok) are also now offering their own AI agents, as are numerous smaller startups.

据 Meta 自己的报告显示，Meta 的 Muse 上个月也成为了苹果美国应用商店排名第一的应用程序，用户数超过1000万。该公司表示，许多用户正在使用它进行购物和商业交易。OpenAI、Anthropic、谷歌和 SpaceXAI (Grok) 现在也都在提供各自的人工智能代理，许多小型初创公司也加入了这一行列。

Still, early numbers from public companies indicate the agentic web still has a long way to go. DoorDash, for instance, said last week on its earnings call that it has only received a few hundred orders from AI agents so far, as most customers are still placing orders through the DoorDash app.

尽管如此，上市公司的早期数据表明，“代理网络”（agentic web）仍有很长的路要走。例如，DoorDash 在上周的财报电话会议上表示，到目前为止，它仅收到了几百份来自人工智能代理的订单，因为大多数客户仍然通过 DoorDash 应用程序下单。

Uber is seeing the same behavior, it seems. Khosrowshahi pointed out that the average time to book a ride is only 50 seconds in the company’s app, and re-ordering a favorite food only takes 90 seconds. That suggests an AI agent isn’t necessarily saving anyone time.

优步似乎也看到了同样的行为模式。科斯罗萨西指出，在公司应用程序中预订行程的平均时间仅为50秒，而重新订购喜爱的食物只需90秒。这表明人工智能代理并不一定能为用户节省时间。

Despite the low number of AI-driven transactions, Khosrowshahi seemed bullish on the idea of agents in general. “We think that is another opportunity to reach our platform. We think it will be a net positive in terms of demand on the ecosystem,” he said.

尽管人工智能驱动的交易数量很少，但科斯罗萨西似乎总体上对代理的概念持乐观态度。他说：“我们认为这是接触我们平台的另一个机会。我们认为，就生态系统的需求而言，这将是一个净正面影响。”

Right now, there are around eight major AI assistants on the market, Khosrowshahi noted, and he expects that number to grow to more than 10 in time. “Every single AI system company is talking to us,” he added.

科斯罗萨西指出，目前市场上大约有八个主要的人工智能助手，他预计随着时间的推移，这个数字将增加到10个以上。他补充说：“每一家人工智能系统公司都在与我们洽谈。”