Uber says almost nobody books rides through AI agents yet
On Uber's Q3 earnings call, CFO Balaji Krishnamurthy said that during Halloween week the company saw only four rides booked through an AI agent, and about 500 Uber Eats orders via agents, against roughly 320 million trips and orders overall. CEO Dara Khosrowshahi called traction "very, very early" and noted booking in Uber's own app takes about 50 seconds for a ride and 90 seconds to reorder food.
Why it matters: Agent commerce hype is ahead of real transaction volume. If you are building agent checkout, measure completed bookings against app baselines, not demos.
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