Evidence from 2025 shows that Jason’s prediction did occur.

On October 16, 2025, DoorDash announced a new partnership with Waymo to launch an autonomous delivery service in Metro Phoenix, plus a Waymo ride promotion for DashPass members in Los Angeles, San Francisco, and Phoenix. The announcement explicitly describes this as a “new partnership” between the two companies focused on using Waymo’s autonomous vehicles for DoorDash deliveries, with broader commercial operations planned for later in 2025. (ir.doordash.com)

Waymo’s own blog and multiple tech/business outlets likewise describe the deal as a partnership where DoorDash customers can opt in to have orders delivered by fully autonomous Waymo vehicles, initially from DoorDash’s DashMart convenience and grocery locations, with plans to expand to more merchants. These reports emphasize that this collaboration is part of DoorDash’s and Waymo’s broader strategies to automate local commerce and reshape last‑mile logistics, and some characterize it as the first collaboration between the two firms. (waymo.com)

This satisfies the normalized prediction criteria:

• It occurred in 2025.
• It involves two of the specified “cohort” of large autonomy/e‑commerce/logistics players: DoorDash and Waymo.
• The partnership is explicitly centered on autonomy and delivery/food delivery (autonomous vehicles handling DoorDash orders), making it a clear strategic partnership in the autonomy/logistics space.

Therefore, the prediction that at least one major strategic partnership among that group (Amazon, DoorDash, Uber, Tesla, Waymo and similar players) would form in 2025 around autonomy, delivery, food delivery, or e‑commerce is fulfilled.