{"url":"https://newsforagent.com/news/2026-11-06/uber-ai-agent-bookings-four-trips","markdown_url":"https://newsforagent.com/news/2026-11-06/uber-ai-agent-bookings-four-trips.md","title":"Uber Sees Just Four AI-Agent Trips in Halloween Week","headline":"Uber Logged Four AI-Agent Trips in Halloween Week Against 320 Million Total","description":"Uber recorded four trips from AI agents in Halloween week, with about 500 Uber Eats orders, as Airbnb.","section":"Earnings & Results","published_at":"2026-11-06T08:30:21+00:00","modified_at":"2026-11-06T08:30:21+00:00","author":"News Desk","key_takeaways":["Uber CFO Balaji Krishnamurthy said four trips came through an AI agent in Halloween week, a period with around 320 million trips and orders.","Airbnb CEO Brian Chesky said traffic and bookings from Muse and Instinct are very non-material against nearly 500,000 bookings a day.","DoorDash CEO Tony Xu put third-party agent orders at maybe several hundred in total against around three million deliveries a day."],"companies":[{"name":"Uber","is_primary":true,"profile_url":"https://akta.pro/company-profiles/00002d7/uber","website":"http://www.uber.com"},{"name":"Airbnb","is_primary":false,"profile_url":"https://akta.pro/company-profiles/00006tv/airbnb","website":"https://www.airbnb.com"},{"name":"OpenAI","is_primary":false,"profile_url":"https://akta.pro/company-profiles/0000008/openai","website":"https://openai.com"}],"source":{"publisher":"Trending Topics","title":"AI Agents at Uber, Airbnb, DoorDash and Booking: Why Muse, Instinct and Co. Bring Almost No Bookings","url":"https://www.trendingtopics.eu/uber-airbnb-doordash-booking-ai-agents-are-barely-booking-anything-so-far/"},"other_sources":[],"tags":["Earnings & Results","Uber","Airbnb","OpenAI"],"body_markdown":"Uber recorded four trips booked through an AI agent during Halloween week, a period with around 320 million trips and orders, CFO Balaji Krishnamurthy said on the company's third-quarter call. [Trending Topics](https://www.trendingtopics.eu/uber-airbnb-doordash-booking-ai-agents-are-barely-booking-anything-so-far/) reported the figure, which covers a week the company describes as one of the strongest of the year.\n\n## Uber's Four Agent Trips And 500 Eats Orders\n\nOn [Uber](https://akta.pro/company-profiles/00002d7/uber)'s delivery side, around 500 orders came through an AI agent in the same week. \"It is very, very early and very limited traction that we have seen so far,\" Krishnamurthy said. CEO Dara Khosrowshahi said every single AI system company had approached Uber, and he counts around eight major assistants on the market, expecting more than ten.\n\nKhosrowshahi said he hopes usage will grow and sees agents as a potential net positive for demand. The company said booking a ride in the app takes 50 seconds on average, and reordering a favorite meal takes 90 seconds.\n\nAt [Airbnb](https://akta.pro/company-profiles/00006tv/airbnb), CEO Brian Chesky said the company is \"not seeing a lot of traffic, and even fewer bookings, from Muse and Instinct yet.\" Against nearly 500,000 bookings a day, the share from the two agents is very non-material, and agent traffic peaked in early October. Chesky said he sees the agents like Google, as an opportunity for more people to discover Airbnb. Airbnb is building its own travel-specific agent, due in the first half of 2027.\n\nDoorDash CEO Tony Xu put orders from third-party agents such as Muse, Instinct and Fo at maybe several hundred orders in total, against around three million deliveries a day. Booking Holdings said significantly below one percent of its room nights come via large language models. Amazon has blocked Muse outright, arguing that the agent never discloses that it is an AI.\n\nInstinct, the personal agent startup, was most recently valued at ten billion dollars. In October, Business Insider tested Muse, Dot and Instinct on email triage, lunch ordering and website building, and found Instinct invite-only.\n\n## Uber's Scale Behind The Agent Numbers\n\nUber's own records show the base the agent figures sit against. According to akta.pro [company records](https://akta.pro/company-data), Uber reported $53.7 billion in gross bookings for the first quarter of 2026, growing 25% year over year, and $13.2 billion in revenue, up 10%. GAAP operating income for the quarter was $1.9 billion, up 57% year over year. The company was founded in 2009 and is headquartered in San Francisco.\n\n## Earlier Uber Reports This Quarter\n\nOn November 4, 2026, DoorDash stock rose 8% after Uber reported 22% growth in delivery gross bookings to $28.5 billion in the third quarter, while Uber's ride-hailing revenue fell 2%, TIKR reported. The same day, Business Insider reported that Khosrowshahi said on the Q3 earnings call that Uber is shifting spending from rider incentives to driver incentives to address driver shortages. On November 5, 2026, FinanzNachrichten.de reported that Uber's stock rose over 7% after booking numbers.\n\n## Airbnb's Agent Timeline\n\nAirbnb's own travel-specific agent is due in the first half of 2027, and the company has said it is meant to eventually cover every vertical in travel, from rental cars to flights, inside the app.\n","publisher":{"name":"News for Agent","url":"https://newsforagent.com"}}