People observe an area affected by a blackout that hit about 130,000 residents, according to the Pacific Gas and Electric Company, in San Francisco on Dec. 21, 2025.
Carlos Barria | Reuters
Alphabet-owned Waymo has suspended its driverless ride-hail service in the San Francisco Bay Area after blackouts plagued the city Saturday afternoon.
“We have temporarily suspended our ride-hailing services in the San Francisco Bay Area due to the widespread power outage,” a Waymo spokesperson tells CNBC. “Our teams are working diligently and in close coordination with city officials, and we are hopeful to bring our services back online soon. We appreciate your patience and will provide further updates as soon as they are available.”
Waymo notice of service outage in San Francisco.
Source: Waymo
As power outages spread yesterday, videos shared on social media appeared to show multiple Waymo vehicles stalled in traffic in different parts of the city.
San Francisco resident Matt Schoolfield said he saw at least three Waymo vehicles stopped in traffic Saturday around 9:45 p.m. local time, including one he photographed near Arguello Boulevard and Geary Street.
“They were just stopping in the middle of the street,” Schoolfield said.
The power outages began around 1:09 p.m. Saturday and peaked roughly two hours later, affecting about 130,000 customers, according to Pacific Gas and Electric. As of Sunday morning, about 21,000 customers remained without power, mainly in the Presidio, the Richmond District, Golden Gate Park and parts of downtown San Francisco.
PG&E said the outage was caused by a fire at a substation that resulted in “significant and extensive” damage, and said it could not yet provide a precise timeline for full restoration.
San Francisco Mayor Daniel Lurie said in a 9 p.m. update on X that police officers, fire crews, parking control officers and city ambassadors were deployed across affected neighborhoods as transit service gradually resumed. “Waymo has also paused service,” Lurie said.
Amid the disruption, Tesla CEO Elon Musk posted on X: “Tesla Robotaxis were unaffected by the SF power outage.”
Unlike Waymo, Tesla does not operate a driverless robotaxi service in San Francisco.
Tesla’s local ride-hailing service uses vehicles equipped with “FSD (Supervised),” a premium driver assistance system. The service requires a human driver behind the wheel at all times.
According to state regulators — including the California Department of Motor Vehicles and California Public Utilities Commission — Tesla has not obtained permits to conduct driverless testing or services in the state without human safety supervisors behind the wheel, ready to steer or brake at any time.
Tesla is vying to become a robotaxi titan but does not yet operate commercial, driverless services. Tesla’s Robotaxi app allows users to hail a ride, but its vehicles currently have human safety supervisors or drivers on board.
Waymo, which leads the nascent industry in the West, is Tesla’s chief competitor in AVs, along with Chinese players like Baidu-owned Apollo Go.
The outage-related disruptions come as robotaxi services are becoming more common in major U.S. cities. Waymo is among a small number of companies operating fully driverless ride-hailing services for the public, even as unease about autonomous vehicles remains high.
A survey by the American Automobile Association earlier this year found that about two-thirds of U.S. drivers said they were fearful of autonomous vehicles.
Waymo did not say when service would resume and did not specify whether collisions involving its vehicles had occurred during the blackout.
Tesla and the National Highway Traffic Safety Administration did not immediately respond to requests for comment.
This is a developing story. Please check back for updates.
