Uber only fulfilled 4 rides from AI agents last quarter

Uber executives revealed that third-party AI agents accounted for only 4 rides and 500 food deliveries out of 320 million transactions in the third quarter of 2026. This is the first time Uber has disclosed the number of third-party AI agents using its platform. Despite concerns about AI disintermediation, Uber's executives expressed openness to working with third-party AI companies and confidence in the appeal of their direct services. Uber CEO Dara Khosrowshahi stated that the company wants to make its services available in a 'delightful, easy way' and is 'very well positioned' in the current environment.