Four Rides in a Week: Almost Nobody Is Booking Uber Through an AI Agent
Uber：几乎没有人在用 AI 智能体叫车
Uber 在财报电话会上披露：10 月最忙的一周（万圣节当周）仅 4 笔网约车订单通过 AI 智能体下单，外卖约 500 笔，而当周总订单量约 3.2 亿。CEO 称仍处极早期，但认为代理会带来净新增需求。
In Uber's busiest week of October, four ride orders arrived via an AI agent, against 320 million trips and orders overall. Booking already takes 50 seconds, the CEO notes.
For all the talk of AI agents that shop and book on your behalf, almost nobody is using one to call a car. Uber said on its quarterly earnings call that in its busiest week of October — the week of Halloween — four ride orders came through an AI agent.
Food did relatively better. Uber Eats handled about 500 orders placed by agents in the same week. The two platforms together processed roughly 320 million trips and orders, which puts the agent share close to nothing.
“We're seeing very limited traction right now, still very, very early days,” chief executive Dara Khosrowshahi told analysts, adding that the company naturally hopes for more.
The numbers land awkwardly, because this is the moment agent startups are being valued as though the transition had already happened. Instinct, founded last year, was recently valued at $10 billion; Meta's Muse topped the US App Store and passed 10 million users, with Meta saying many of them use it to shop.
Uber is not alone in finding the reality thin. DoorDash said on its own call last week that it receives only hundreds of agent-placed orders, with most customers still using the app.
There is a simple reason, and Khosrowshahi supplied it: booking a ride in the Uber app takes about 50 seconds, and reordering a favourite meal takes about 90. An agent does not obviously save you time on a task that is already this quick.
He remains optimistic, framing agents as another route to the platform and a source of net new demand, and noting that about eight major AI assistants exist today, a number he expects to pass ten. “Every AI systems company is talking to us,” he said.
中文翻译（全文）
关于 AI 智能体替你购物、替你下单的讨论很多，但几乎没有人在用它叫车。Uber 在季度财报电话会上表示，10 月订单最忙的一周——也就是万圣节那一周——通过 AI 智能体提交的网约车订单只有 4 笔。
外卖的情况相对好一些。同一周里，Uber Eats 处理了约 500 笔由智能体下的订单。而两个平台合计处理了约 3.2 亿次出行与订单，也就是说，智能体所占的份额接近于零。
「目前我们看到的市场反响非常有限，仍处于非常非常早期的阶段。」首席执行官达拉·科斯罗萨西对分析师说，并补充公司自然希望看到更多。
这些数字出现的时机有些尴尬，因为眼下正是智能体初创公司被按「转型已经发生」来估值的时候。去年成立的 Instinct 最近一轮估值达 100 亿美元；Meta 的 Muse 登顶美国 App Store 并突破 1000 万用户，Meta 称其中许多人用它购物。
Uber 不是唯一发现现实很单薄的公司。DoorDash 上周在自己的电话会上表示，它目前只收到数百笔由智能体下的订单，多数顾客仍在使用 App。
原因很简单，科斯罗萨西自己给出了：在 Uber App 里叫一辆车大约需要 50 秒，重新点一份常吃的外卖大约需要 90 秒。对于本就如此之快的任务，智能体并不明显帮你省时间。
但他仍持乐观态度，把智能体视为触达平台的另一条路径和净新增需求的来源，并指出目前市场上有约八款主要 AI 助手，他预计这个数字会超过十。「现在每一家 AI 系统公司都在和我们谈。」他说。
重点词汇
- traction /ˈtrækʃn/ n. — the extent to which a product is being adopted （市场）认可度；起量 We're seeing very limited traction.
- on behalf of /ɒn bɪˈhɑːf əv/ phrase — acting for someone else 代表；替…… Agents act on behalf of the user.
- process /ˈprəʊses/ v. — to handle a series of transactions 处理 The platforms processed 320 million orders.
- valuation /ˌvæljuˈeɪʃn/ n. — the assessed worth of a company 估值 Instinct was valued at $10 billion.
- net new /net njuː/ adj. — additional rather than shifted from elsewhere 净新增的 He expects net new demand.
- analyst /ˈænəlɪst/ n. — someone who studies a company's numbers professionally 分析师 He spoke to analysts on the call.
- awkwardly /ˈɔːkwədli/ adv. — in a way that causes embarrassment or difficulty 尴尬地 The numbers land awkwardly.
- reorder /ˌriːˈɔːdə/ v. — to order the same thing again 再次下单 Reordering a meal takes 90 seconds.
- assistant /əˈsɪstənt/ n. — a software agent that helps with tasks 助手 About eight major AI assistants exist.
- share /ʃeə/ n. — a proportion of a total 份额 The agent share is close to nothing.
阅读测验
共 5 道题目
How many ride orders came through an AI agent in Uber's busiest week?
How did the platforms' total volume compare?
DoorDash also reported only hundreds of agent-placed orders.
Why might an agent not save much time? (Select all that apply)
Uber's CEO expects the number of major AI assistants to pass _____.
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