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The Verge November 4, 2026 neutral

Uber only fulfilled 4 rides from AI agents last quarter

MetaOpenAIAI / LLM
<figure> <img alt="ASCII hand holding dollar bills." data-caption="" data-portal-copyright="Image: Cath Virginia / The Verge, Getty Images" data-has-syndication-rights="1" src="https://platform.theverge.com/wp-content/uploads/sites/2/2026/10/STKS539_AI_AGENTS_SHOPPING_C.jpg?quality=90&#038;strip=all&#038;crop=0,0,100,100" /> <figcaption> </figcaption> </figure> <p class="wp-block-paragraph">AI agents won't be stealing Uber's lunch any time soon. </p> <p class="wp-block-paragraph">Only four rides were arranged by third-party AI agents during the third quarter of 2026, Uber executives disclosed during an earnings call this morning. The volume of Uber Eats orders fulfilled by AI agents was a little higher, with the company recording "around 500" during the week of Halloween, out of a total 320 million Uber rides and Uber Eats deliveries. </p> <p class="wp-block-paragraph">This is the first time that Uber has disclosed the number of third-party AI agents that have arranged deliveries or rides on its platform. With the rise of AI agents like Meta's Muse or OpenAI's Dots, some experts are predictin …</p> <p><a href="https://www.theverge.com/transportation/1026306/ber-ai-agents-q3-earnings-disintermediation">Read the full story at The Verge.</a></p>
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