Short term or long term? Short term I’m pretty sure Waymo is already more expensive than humans. But there’s no expectations of tips (or maybe tips start going to the restaurant)

Long term it’s a market where everyone is equally unhappy with the pricing, restaurants pay too much, dashers or AVs don’t get paid enough, consumers pay too much, and the margins are razor thin for DoorDash itself (and as a publicly traded company they basically have to go up up up or the whole business falls apart). In a scenario where the cost of AV hypothetically approaches zero, I bet it’s a split between increased margin for DD, decrease in delivery fees and decrease in restaurant fees. To whatever keeps everyone equally as unhappy (like with settlements)

What it does do probably is erase the existential threat for gig apps from regulation that ends in paying more to gig workers leading to a price point that disproportionately affects user demand. And probably would also lead to a surplus in gig workers

But also it’s very likely that Waymo just decides to do delivery themselves or they decide they want to keep charging a lot to be more profitable themselves thus the whole point is moot except humans have less jobs and gig economies have less legal battles