Before the First Robotaxi Carries Its First Passenger, London Needs Five Answers
Last December 2025, a fire at a San Francisco substation knocked out power to one third of the city. Traffic signals went dark. Waymo's robotaxi fleet, hundreds of vehicles on city streets, stopped. Not at the curb. At intersections. Hazard lights blinking, blocking human traffic, obstructing emergency vehicles – the works.
Tow trucks spent hours clearing them. The Mayor of San Francisco had to personally call Waymo's CEO to get the cars off emergency routes. There was no protocol. There was no direct line. There was no plan for that night.
Since I’ve been spending more time in London than I do in NYC, it’s lovingly become my second home and right now, London has companies lining up to secure commercial licenses for their robotaxi launches. Waymo had previously planned sometime in Q4 2026 as its target launch. Wayve and Uber are already in live trials. And right now, not one operator has been asked what their fleet does the night London's grid fails. Delaying license issuance is the right move because now is the time to build the protocols, requirements and expectations of what good looks like – now.
The Mayor of London has 3 things San Francisco's Mayor didn’t: (1) advance warning, (2) consent authority, and (3) time.
Totally get it. London isn’t San Francisco, but London had its own grid outage on May 12, 2025, a fault on National Grid’s transmission network caused a brief voltage dip in London that triggered a substation fire in Maida Vale, destroyed about three meters of high-voltage cabling, and disrupted the Elizabeth, Bakerloo, Jubilee, and Northern lines for hours during the afternoon rush hour. Thousands of commuters were stranded during the afternoon rush hour. The underlying transmission fault lasted seconds. But the disruption to passengers lasted hours.
A little over 7 weeks earlier, on March 20, 2025, a fire at North Hyde substation in Hayes, near Heathrow, cut power to Heathrow Airport and tens of thousands of nearby customers. More than 1,000 flights were cancelled or disrupted, affecting around 200,000 passengers. The UK government commissioned an investigation into energy resilience, and the Energy Secretary called the disruption unacceptable.
These aren’t isolated incidents. GLA-commissioned research on climate interdependency risks for London's transport sector identifies the power grid as the transport network's primary upstream vulnerability, one that grows substantially as electrification and decarbonization increase the sector's dependency on a stable electricity supply. The research identifies 114 climate interdependent risks, with power sector failures carrying the highest consequence for cascading transport disruption.
National Grid's London Power Tunnels program a £2 billion two-phase project begun in 2011, is completing the replacement of legacy South London high-voltage cables in 2026. Phase 1 rewired North London between 2011 and 2018. Phase 2 covers 32.5 kilometers from Wimbledon to Crayford across seven South London boroughs. The final circuits are being energized this year. Source: National Grid, London Power Tunnels 2 project page.
London's grid infrastructure is completing a decade-long replacement program at the same time commercial driverless taxi fleets are lining up launch. No operator seeking London consent has filed a protocol for what their vehicles do the night a substation catches fire.
The Automated Vehicles Act 2024 gives Transport for London consent authority over operators. That authority is real, it’s sufficient, and no new legislation is needed. However, learning from what’s not working well on this side of the pond; London needs 5 core requirements, written into consent conditions before any operator carries a paying passenger.
5 Core Requirements
Crash Reports
Crash reports within 24 hours when autonomous mode was engaged.
Monthly Reporting
Monthly disengagement data showing how often the AI fails.
London Specific Pedestrian Detection
Pedestrian detection accuracy tested against London's demographics, not Phoenix's.
Full Crash Disclosures
Full crash narrative disclosure, no redactions.
Infrastructure Resilience Protocol
Written protocol specifying exactly what happens to every vehicle when London's power goes out.
That last requirement? It’s the one nobody has asked for yet and it’s also the one that means you never be forced to manage the San Francisco-like scenario without a plan.
On the demographic point: Research from King's College London and Peking University tested eight AI-powered pedestrian detection systems across 8,311 images and found a 7.52% accuracy gap between light-skin and dark-skin individuals, rising to 9.86% at night.
Waymo's operating record was built primarily in Phoenix and San Francisco, cities that are 74% and 47% white respectively. Wayve trained in London and generalizes across cities by design. But no operator, regardless of where their system was built, has been required to publish pedestrian detection accuracy disaggregated by London's demographics. The AV Act self-driving test doesn’t ask.
These aren’t academic concerns; but are the questions that determine whether London's robotaxi program becomes a civic legacy or a liability.
What I’m about say next is trenchant. The operators entering this market are not uniformly resistant to transparency. Waymo has published 170 million miles of peer-reviewed safety data and has every commercial reason to support a rigorous London standard. The operators who resist these consent conditions are the operators whose systems cannot survive scrutiny.
Taking this approach doesn’t mean you are creating a burden for good actors. You are, however, creating a clear and present line that separates them from the ones who should not have consent.
London can be the city that set the global standard for responsible robotaxi deployment. California built its safety data architecture reactively, after incidents forced it. London can build it before.
As the CEO of Fusion Collective, an ISO 42001 Lead Auditor and adviser to US Congress and UK public support organizations on AI regulation; I’ve spent years documenting the specific gaps in autonomous vehicle governance that most regulators discover too late.
I’ve already built the technical specification for what I’m calling the London Autonomous Vehicle Safety Standard: a named, dateable initiative using existing consent powers. I’m willing to make my full research, the global comparison, an actionable Infrastructure Resilience Protocol template, the operator assessment framework, and white paper available to you and your team. I’m confident we can build this before the first vehicle carries its first passenger.
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