Evidence from 2025 shows that at least one major strategic partnership matching Jason’s criteria has already been announced, so the prediction is satisfied even before year‑end.

On 16 October 2025, DoorDash announced a new strategic partnership with Waymo to launch an autonomous delivery service in Metro Phoenix, using Waymo’s fully autonomous vehicles integrated into DoorDash’s AutonomousDelivery Platform. This is explicitly framed as a large‑scale autonomous delivery rollout for food and groceries and includes a multi‑city promotion for DashPass members using Waymo’s ride‑hailing service in Los Angeles, San Francisco, and Phoenix. (businesswire.com) DoorDash is a leading food‑delivery/e‑commerce logistics platform, and Waymo is a top autonomous‑vehicle company, so this partnership fits the predicted pattern: a major autonomy player teaming with a major logistics/food‑delivery platform to integrate autonomous delivery at scale.

Separately, Uber and Waymo expanded their existing partnership to bring fully autonomous ride‑hailing, via Waymo’s driverless Jaguar I‑PACE fleet, onto the Uber app in Austin and Atlanta starting in early 2025—again, a large autonomy provider integrating with a large‑scale ride‑hailing/logistics platform. (businesswire.com) Uber has also struck a large, multi‑hundred‑million‑dollar robotaxi deal with Lucid and Nuro to deploy tens of thousands of autonomous vehicles on its platform over the next several years. (theverge.com) These additional deals further reinforce that the type of partnership Jason described is in fact occurring.

While the specific speculative examples he mused about (e.g., Tesla buying DoorDash or Uber) have not happened, his normalized prediction—that by the end of 2025 at least one major strategic partnership or M&A deal among the big autonomy/logistics players would be announced to integrate AVs with large‑scale e‑commerce, food, or ride delivery—has clearly come true, most directly via the DoorDash–Waymo partnership.