While the fight for agentic commerce gears up, DoorDash CEO Tony Xu said on the company’s second quarter earnings call that agentic order volume from AI partners remains low. For DoorDash, every AI shopping assistant eventually has to hand off to something physical. Where AI Is Showing Up in the BusinessDoorDash’s own AI tools are already running, even if outside agentic traffic hasn’t arrived. Topline Results and OutlookDoorDash reported second quarter revenue of $4.5 billion, up 36% year over year, or 24% excluding the impact of Deliveroo. For the third quarter, DoorDash guided Marketplace GOV of $33 billion to $34 billion.