Trying to give pretty precise resolution criteria-- will do my best to refine and resolve in the spirit of the question and will not be betting.
Resolves YES if anything like these happen:
Alphabet sells off Waymo to a competitor and no longer has controlling ownership (e.g. no longer has >50% of voting shares). - IPO does not count
Waymo's driverless (Level 4 or 5) aspirations are abandoned for the immediate future. (For example, instead Waymo could aim for more conservative long-term self-driving goals: Level 3 [manned self-driving] or Level 2 [ADAS like Tesla "FSD"]). This would require Waymo or Alphabet announcing such.
All public robotaxi ride-hail operations are shut down. ("Public" meaning non-Waymo/Alphabet employees, regardless of fares or waitlists).
Resolves NO if nothing like this happens by the end of 2025.
Some examples of things that wouldn't result in an immediate YES resolution:
Paid ride-hail operations shut down, but unpaid rides to some members of the public continue.
Waymo decides to pivot back to persuing self-driving trucking for some reason (but meanwhile public ride-hail operations continue).
Seems like they're finally scaling up, and this is without an increase in the number of cars
https://www.sfchronicle.com/sf/article/waymo-service-driverless-robotaxi-19386537.php