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Applied AI·November 4, 2026·1 min read

Uber only fulfilled 4 rides from AI agents last quarter

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Four agent-driven rides in a quarter is a reality check — agentic disintermediation of marketplaces is still mostly a narrative, not a volume driver. If you're a platform worried about agents routing around your UX, you have time to experiment with your own agent APIs and incentives rather than rushing defensive restructures.