Waymo’s San Francisco blackout pause 12/22/25
TechCheck
CNBC
4.5 • 66 Ratings
🗓️ 22 December 2025
⏱️ 8 minutes
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| 0:00.0 | Waymo service is back up in San Francisco after a weekend blackout exposed what might be a blind spot for the rapidly expanding Robotaxi Company. |
| 0:08.7 | Ardur Dabosa tells us why in today's tech check. |
| 0:11.2 | Yikes, how was it, Dee? |
| 0:12.8 | It was interesting. |
| 0:14.8 | Let me just show you some of the scenes from Saturday night here in San Francisco. |
| 0:18.5 | You had Waymo stopped in the middle of intersections, |
| 0:21.6 | causing gridlock across parts of the city. |
| 0:23.9 | Now, the vehicles are designed to handle dead traffic lights and keep driving, even if they |
| 0:27.4 | lose wireless connectivity. |
| 0:28.8 | But what you're seeing here is a system that defaulted to extreme caution when too many |
| 0:33.8 | variables broke at once. |
| 0:35.2 | Now, this raises a bigger question for the alphabet subsidiary. |
| 0:38.3 | Can they generalize? |
| 0:39.3 | Because the ability to adapt in real time, that's what ultimately unlocks scale. |
| 0:43.3 | And it may be the key divide between the Waymo and Tesla approaches. |
| 0:48.3 | Now, Elon Musk posted over the weekend that Tesla robotaxies were unaffected by the power outage. |
| 0:52.3 | Now, that is not a fair comparison because Tesla does not run a driverless service here |
| 0:57.3 | in San Francisco, but it does reveal a different underlying philosophy. |
| 1:01.7 | Tesla is trying to build autonomy that behaves more like a human, so one that can improvise, |
| 1:06.9 | which can infer amid ambiguity, like in a blackout. Now, here's a simple way to think about it. |
| 1:12.6 | A Waymo Robotaxi approaching a dead traffic light |
| 1:14.6 | treats it as a four-way stop, |
... |
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