Yes, and I completely agree with this, but the comparison for this type of food delivery should be apples-to-apples.
If you live in a very walkable place, you're less likely to use delivery and when you do it's more likely to be someone on a bike or scooter. Waymo's probably don't apply there. The comparison would be walking vs delivery, and that would obviously come out bad for delivery.
If you don't live in a walkable place then the comparison is you driving vs the delivery driving, and that's a wash or even positive for delivery. The induced demand of delivery vs cooking at home (assuming you grocery shop for the week) would be very bad for delivery though.