DoorDash已在美国开放一款AI智能体的候补名单。这款智能体可以在苹果“信息”应用内代用户下单，并调用其历史订单和已保存的支付方式。彭博测试发现，它报出的价格与应用中的价格不一致；在欧洲，这涉及消费者法律问题，而非软件漏洞。
DoorDash has opened an American waitlist for an AI agent that takes food orders inside Apple’s Messages app, using your order history and stored payment method. Bloomberg’s testing found it giving prices that differed from the app, which in Europe is a consumer law question rather than a bug.
DoorDash开发了一款可以在苹果“信息”应用内代用户下单的AI智能体。用户只需输入“把我常点的高蛋白餐品送到办公室”即可完成下单。美国候补名单于周三开放。
DoorDash has built an AI agent that takes food orders inside Apple’s Messages app. Typing “order my usual protein bowl to the office” is meant to be enough. An American waitlist opened on Wednesday.
据彭博报道，该智能体会根据电话号码匹配DoorDash账户、读取历史订单，并使用已保存的银行卡扣款。它还会根据冰箱照片推荐食谱。
It matches a phone number to a DoorDash account, reads the order history and charges the stored card, as Bloomberg reported. It also suggests recipes from a photograph of a fridge.
彭博测试了一个早期版本，发现其中存在错误。它报出的价格与应用中的价格不一致，根据冰箱照片推荐的食谱也与照片内容不符。DoorDash表示，候补名单用户将使用更新版本。
Bloomberg tested an early version and found errors. It gave prices that differed from the app, and photographs that did not match what it recommended. DoorDash says waitlist users get a newer version.
在美国，这属于软件漏洞。在欧洲，报价与实际扣款不一致就是一个法律问题，而DoorDash在该市场占有很大份额。
In America that is a bug. In Europe a quoted price that does not match the one charged is a legal question, and DoorDash owns much of that market.
去年，DoorDash以29亿英镑收购Deliveroo，此前还收购了Wrot，如今业务已覆盖40多个国家。
It bought Deliveroo for £2.9B last year, having taken Wolt before that, and now covers more than 40 countries.
《不公平商业行为指令》将有关“价格或价格计算方式”的虚假信息视为误导性行为。这种行为还必须足以使普通消费者改变决定。聊天窗口中的错误价格比菜单中的错误价格更容易构成这种情况。
The Unfair Commercial Practices Directive treats false information about “the price or the manner in which the price is calculated” as a misleading action. It must also be likely to make an average consumer decide differently. A wrong price in a chat window fits that more readily than one in a menu.
相关市场正在整合。Uber已同意以148亿美元收购Delivery Hero，Just Eat Takeaway则被Prosus收购。欧洲外卖市场如今主要由两家美国公司掌控。
The market around it is consolidating. Uber has agreed a $14.8B takeover of Delivery Hero, and Just Eat Takeaway went to Prosus. European delivery is now largely two American companies.
DoorDash联合创始人Andy Fang表示，智能体代表一种新的应用范式，公司正为此布局。他表示，人们下单已经更加频繁。
Andy Fang, a DoorDash co-founder, said agents are a new app paradigm and the company is building for it. People are already ordering more frequently, he said.
其他智能体也在争夺同一批客户。Instinct为一款可以主动致电餐厅的智能体筹集了10亿美元资金，彭博行业研究警告称，此类工具可能将流量和客户从现有平台分流出去。
Other agents circle the same customers. Instinct raised $1B for one that rings restaurants itself, and Bloomberg Intelligence warns such tools could shift traffic and customers away from established platforms.
DoorDash正在与Meta公司商讨建立官方合作关系，以便将DoorDash的配送服务平台“Muse”整合到Meta的服务体系中。DoorDash的首席执行官Tony Xu同时也是Meta公司的董事会成员。
DoorDash is talking to Meta about an official link to its agent, Muse. Tony Xu, DoorDash’s chief executive, sits on Meta’s board.
“Muse”负责为顾客预订商品、下单以及处理相关交易流程——这些原本都是DoorDash希望自己掌握的职能。Fang认为这一合作趋势对DoorDash来说是一大助力，因为所有的配送数据都掌握在DoorDash手中。
Muse books, buys and negotiates for people, the position DoorDash would rather hold. Fang called the trend a tailwind, because the delivery data is his company’s.
DoorDash还推出了另一项产品，允许公司内部员工批量下单；此外，公司内部使用的聊天机器人可以自动收集员工的回复并生成集体订单，无需人工干预。SpaceXAI、Cognition和Mercor等公司也在内部使用类似的系统。
A second product lets company assistants order in bulk. A workplace chatbot can collect replies and place a group order with no human. SpaceXAI, Cognition and Mercor use it internally.
不过，这些技术和服务目前尚未在欧洲市场推出。根据《人工智能法案》（AI Act）的规定，自8月2日起，当用户与人工智能系统交互时，必须被告知相关信息。当这些技术和服务被引入Wolt平台时，哪条法规会首先被执行将成为值得关注的重点。
None of it has reached Europe. The AI Act has required since 2 August that people be told when they deal with an AI system. Which rule bites first when this reaches Wolt is the thing to watch.