AI agents won't be stealing Uber's lunch any time soon.
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.
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 …