• Home
  • Latest
  • Fortune 500
  • Finance
  • Tech
  • Leadership
  • Lifestyle
  • Rankings
  • Multimedia
NewslettersFortune Tech

What happened when Waymo robotaxis met a San Francisco blackout

Andrew Nusca
By
Andrew Nusca
Andrew Nusca
Editorial Director, Brainstorm; author, Fortune Tech
Down Arrow Button Icon
Andrew Nusca
By
Andrew Nusca
Andrew Nusca
Editorial Director, Brainstorm; author, Fortune Tech
Down Arrow Button Icon
December 22, 2025, 6:08 AM ET
Updated December 22, 2025, 6:08 AM ET
A Waymo robotaxi unable to detect traffic lights after a major power outage in San Francisco, California on December 20, 2025. (Photo: Tayfun Coskun/Anadolu/Getty Images)
A Waymo robotaxi unable to detect traffic lights after a major power outage in San Francisco, California on December 20, 2025. Tayfun Coskun/Anadolu/Getty Images

Good morning.  Extremely lean and mean (well, merry, really) for the rest of this week as we head into our annual winter break.

We’ll hang things up for the year on Dec. 24 and pick things back up on Jan. 5. 

Happy holidays. (Yippee-Ki-Yay.) —AN

Want to send thoughts or suggestions to Fortune Tech? Drop a line here.

What happened when Waymo robotaxis met a San Francisco blackout

A Waymo robotaxi unable to detect traffic lights after a major power outage in San Francisco, California on December 20, 2025. (Photo: Tayfun Coskun/Anadolu/Getty Images)
A Waymo robotaxi unable to detect traffic lights after a major power outage in San Francisco, California on December 20, 2025.
Tayfun Coskun/Anadolu/Getty Images

An extraordinary experiment happened over the weekend in San Francisco.

What would a fleet of autonomous vehicles do when a widespread power outage knocked out traffic lights across one-third of the city? 

We quickly found out—and the results were plastered all over social media. 

On Saturday afternoon, Waymo vehicles throughout SF opted to stop where they were or pull over and throw on their hazard lights—“blocking intersections” and “compounding gridlock,” observed the San Francisco Standard—leading the Alphabet-owned robotaxi operator to suspend service throughout the city. (It resumed Sunday evening.)

In a statement, Waymo said that its vehicles are “designed to treat non-functional signals as four-way stops” but “the sheer scale of the outage led to instances where vehicles remained stationary longer than usual.” 

As locals worked through the outage, a moderate debate about the robotaxi fleet continued online. Was it so wrong to expect Waymo’s vehicles to play it safe when infrastructure stopped working? After all, aren’t human drivers predictably chaotic when things go sideways? What exactly should robotaxis optimize for: traffic flow or citizen safety? 

And: Just how safe is stopping if you prompt traffic to go around you?

Waymo resumed service Sunday evening, no doubt grappling with these questions (and what city officials might have to say about them). “We are already learning and improving from this event,” it said. —AN

More tech

—Pirates scrape Spotify. Activists Anna's Archive release hundreds of terabytes of music and metadata via torrent files.

—Shield AI: Sitting at a global inflection point for fully autonomous warfighting.

—SoftBank cashes out to back OpenAI. The Japanese conglomerate is looking under every rock to fulfill its “all in” OpenAI funding promise.

—Chaos at CISA. A failed, unsanctioned polygraph by its acting director has the U.S. cybersecurity agency in disarray.

—PE firms acquire Clearwater Analytics for $8.4 billion. Permira and Warburg Pincus lead the investor group seeking to buy the fintech firm.

—Uber goes to London. A robotaxi trial in partnership with Baidu will begin in the first half of next year.

—Data center deals reach $61 billion worldwide in 2025, according to S&P Global.

—Chatbots’ uncanny valley. Making AI agents more human-like creates cognitive dissonance and trust issues, researchers say.

—Daylight between David Sacks and tech lobbyists. Tech reps say the AI czar’s push to use Trump’s executive order to suppress state AI regulation is the right idea, wrong execution.

This is the web version of Fortune Tech, a daily newsletter breaking down the biggest players and stories shaping the future. Sign up to get it delivered free to your inbox.
About the Author
Andrew Nusca
By Andrew NuscaEditorial Director, Brainstorm; author, Fortune Tech
Instagram iconLinkedIn iconTwitter icon

Andrew Nusca is the editorial director of Brainstorm, Fortune's innovation-obsessed community and event series. He also authors Fortune Tech, Fortune’s flagship tech newsletter.

See full bioRight Arrow Button Icon

Latest in Newsletters

Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025

Most Popular

Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Fortune Secondary Logo
Rankings
  • 100 Best Companies
  • Fortune 500
  • Global 500
  • Fortune 500 Europe
  • Most Powerful Women
  • World's Most Admired Companies
  • See All Rankings
  • Lists Calendar
Sections
  • Finance
  • Fortune Crypto
  • Features
  • Leadership
  • Health
  • Commentary
  • Success
  • Retail
  • Mpw
  • Tech
  • Lifestyle
  • CEO Initiative
  • Asia
  • Politics
  • Conferences
  • Europe
  • Newsletters
  • Personal Finance
  • Environment
  • Magazine
  • Education
Customer Support
  • Frequently Asked Questions
  • Customer Service Portal
  • Privacy Policy
  • Terms Of Use
  • Single Issues For Purchase
  • International Print
Commercial Services
  • Advertising
  • Fortune Brand Studio
  • Fortune Analytics
  • Fortune Conferences
  • Business Development
  • Group Subscriptions
About Us
  • About Us
  • Press Center
  • Work At Fortune
  • Terms And Conditions
  • Site Map
  • About Us
  • Press Center
  • Work At Fortune
  • Terms And Conditions
  • Site Map
  • Facebook icon
  • Twitter icon
  • LinkedIn icon
  • Instagram icon
  • Pinterest icon

Latest in Newsletters

Morning meeting at work.
NewslettersCFO Daily
Companies want battle-tested CFOs. There aren’t enough of them
By Sheryl EstradaMay 14, 2026
3 hours ago
Cisco CEO Chuck Robbins, interviewed by Fortune’s Andrew Nusca, at Fortune Brainstorm Tech 2016 in Aspen, Colo. (Photo: Stuart Isett/Fortune)
NewslettersFortune Tech
Cisco shares soar almost 20% as AI infrastructure orders jump
By Andrew NuscaMay 14, 2026
3 hours ago
Boeing could be the biggest winner on Trump’s trip to China
NewslettersCEO Daily
Boeing could be the biggest winner on Trump’s trip to China
By Diane BradyMay 14, 2026
4 hours ago
How HubSpot got all engineers to use AI without any mandates
NewslettersCIO Intelligence
How HubSpot got all engineers to use AI without any mandates
By John KellMay 13, 2026
22 hours ago
Mrs. Dow Jones on what women get wrong about money
NewslettersMPW Daily
Mrs. Dow Jones on what women get wrong about money
By Sydney LakeMay 13, 2026
1 day ago
Aidan Viggiano, CFO of Twilio
NewslettersCFO Daily
What Twilio’s CFO learned about management from spending nearly 20 years at GE
By Sheryl EstradaMay 13, 2026
1 day ago

Most Popular

The Bezos family just donated $100 million to help achieve one of Mayor Zohran Mamdani’s top campaign promises
Politics
The Bezos family just donated $100 million to help achieve one of Mayor Zohran Mamdani’s top campaign promises
By Jake AngeloMay 12, 2026
2 days ago
Despite having a $165 million net worth, Scarlett Johansson says work-life balance doesn’t exist—and the first step to success is admitting that
Success
Despite having a $165 million net worth, Scarlett Johansson says work-life balance doesn’t exist—and the first step to success is admitting that
By Preston ForeMay 13, 2026
23 hours ago
Nearly 50,000 Lake Tahoe residents have to find a new power source after their energy source looks to redirect lines to data centers
Travel & Leisure
Nearly 50,000 Lake Tahoe residents have to find a new power source after their energy source looks to redirect lines to data centers
By Catherina GioinoMay 12, 2026
2 days ago
It’s not just Canadian tourists snubbing U.S. cities. Business leaders are cancelling more trips to America as geopolitical tensions continue
North America
It’s not just Canadian tourists snubbing U.S. cities. Business leaders are cancelling more trips to America as geopolitical tensions continue
By Sasha RogelbergMay 12, 2026
2 days ago
Anthropic’s Daniela Amodei says entrepreneurs should go on vacation to road test potential cofounders—if they’re a drain, they’re ‘the wrong choice’
Success
Anthropic’s Daniela Amodei says entrepreneurs should go on vacation to road test potential cofounders—if they’re a drain, they’re ‘the wrong choice’
By Emma BurleighMay 12, 2026
2 days ago
I spent 8 years building Google Sheets. Now I think apps are on their way out
Commentary
I spent 8 years building Google Sheets. Now I think apps are on their way out
By Zach LloydMay 13, 2026
1 day ago

© 2026 Fortune Media IP Limited. All Rights Reserved. Use of this site constitutes acceptance of our Terms of Use and Privacy Policy | CA Notice at Collection and Privacy Notice | Do Not Sell/Share My Personal Information
FORTUNE is a trademark of Fortune Media IP Limited, registered in the U.S. and other countries. FORTUNE may receive compensation for some links to products and services on this website. Offers may be subject to change without notice.