Luffy may Awaken his Devil Fruit, but I think that he's actually defeated, at least for now.
Imagine saying that after Luffy has already lost against Kaido 4 - 5 times this arc:
- Kaido KOed him with Thunder Bagua in Kuri.
- He ran out of Gear 4 and was a sitting duck that needed to be babysat by Zoro on the Rooftop.
- Kaido KOed him with Rag Naraku.
- He was off paneled by Kaido after unlocking Haoshoku coating.
- Kaido KOed him again last chapter.
"Zoro can't fight Kaido again" is hypocritical giving Luffy's back to back losses against him.
If anyone other than Luffy fights Kaido going forward, it would be Zoro.