Skip to main content
Techmeme Ride Home

Blackouts Take Waymo Out

22 min episode · 2 min read

Episode

22 min

Read time

2 min

Topics

Fundraising & VC, Artificial Intelligence, Science & Discovery

AI-Generated Summary

Key Takeaways

  • Autonomous vehicle limitations: Waymo suspended robotaxi service during San Francisco power outages affecting 130,000 customers because vehicles treated nonfunctioning traffic signals as four-way stops, causing extended stationary periods that created traffic congestion beyond normal operational parameters.
  • Corporate acquisition financing: Larry Ellison provides irrevocable personal guarantee of forty billion dollars through blind trust containing 1.2 billion Oracle shares to backstop Paramount's 108 billion dollar enterprise value bid for Warner Brothers Discovery after board questioned funding commitment.
  • Dynamic pricing backlash: Instacart immediately ends all item price testing after Consumer Reports reveals 437 shoppers saw thirteen percent average price differences for identical items, with some variations reaching twenty-three percent, prompting sixty million dollar FTC settlement.
  • AI chip competition dynamics: Google trains Gemini 3 exclusively on TPUs and sells chips to Meta, challenging NVIDIA's dominance, but NVIDIA maintains advantages through locked packaging capacity, volume economics, and established CUDA ecosystem that extends beyond raw performance benchmarks.

What It Covers

Waymo robotaxis stall during San Francisco blackouts, Larry Ellison backs Paramount's Warner Brothers Discovery bid with forty billion dollar personal guarantee, Google's TPU chips challenge NVIDIA's GPU dominance in AI infrastructure market.

Key Questions Answered

  • Autonomous vehicle limitations: Waymo suspended robotaxi service during San Francisco power outages affecting 130,000 customers because vehicles treated nonfunctioning traffic signals as four-way stops, causing extended stationary periods that created traffic congestion beyond normal operational parameters.
  • Corporate acquisition financing: Larry Ellison provides irrevocable personal guarantee of forty billion dollars through blind trust containing 1.2 billion Oracle shares to backstop Paramount's 108 billion dollar enterprise value bid for Warner Brothers Discovery after board questioned funding commitment.
  • Dynamic pricing backlash: Instacart immediately ends all item price testing after Consumer Reports reveals 437 shoppers saw thirteen percent average price differences for identical items, with some variations reaching twenty-three percent, prompting sixty million dollar FTC settlement.
  • AI chip competition dynamics: Google trains Gemini 3 exclusively on TPUs and sells chips to Meta, challenging NVIDIA's dominance, but NVIDIA maintains advantages through locked packaging capacity, volume economics, and established CUDA ecosystem that extends beyond raw performance benchmarks.

Notable Moment

Anna's Archive scraped eighty-six million music files and 256 million metadata rows from Spotify, releasing 300 terabytes via torrents. Analysis reveals thirty-seven percent of songs generate 99.6 percent of streams while remaining tracks represent only 0.4 percent.

Know someone who'd find this useful?

Episode Transcript

Welcome to the Tech Vu ride home for Monday, 12/22/2025. I'm Brian McCullough. Today, turns out when the lights go out, Waymos don't handle that well. Larry Ellison actually puts his money on the line. Somebody is pirating music like it's 1999 and two deep dive looks at to whether or not Google's TPUs really are a threat to NVIDIA and OpenAI. Here's what you missed today in the world of tech. You may have noticed that your CRM system has become crazy with bots and agents at the Tech Brew ride home. We love AI, but not when it's used to commit fraud or launch ransomware. Fortunately, Momoto, the creator of Continuous Verification, now offers the next generation of Continuous Captcha. Momoto Continuous Captcha diverts only the agents and bots attempting to gain access to your CRM through registration forms. With Momoto, good agents can do what agents do best, enable your customers to have more productive experiences on your website or app while stopping bad agents from defrauding you or your customers. It's a win for for everyone except the cyber criminals. Right now, our listeners can purchase a year of Memoto Continuous Capture for $5,000, a 20% discount on their lowest price plan. To learn more, head to memoto.ai/ridehome. That's memoto.ai/ridehome. Waymo has resumed its robotaxi service in San Francisco after suspending it during a recent power blackout, but they say most trips did finish before vehicles returned to depots or pulled over, quoting CNBC. Yesterday's power outage was a widespread event that caused gridlock across San Francisco with nonfunctioning traffic signals and transit disruptions, a Waymo spokesperson, Suzanne Fillion, told CNBC in an emailed statement Sunday afternoon. While the failure of the utility infrastructure was significant, we are committed to ensuring our technology adjusts to traffic flow during such events, she added. 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 autonomous vehicles stopped in traffic Saturday around 09:45PM local time, including one he photographed on Turk Boulevard near Parker Avenue. They were just stopping in the middle of the street, Schoolfield said. The power outages began around 01:09PM Saturday and peaked roughly two hours later affecting about a 130,000 customers according to Pacific Gas and Electric. As of Sunday morning, about 2,100 customers remained without power mainly in the Presidio, the Richmond District, Golden State Park, and parts of Downtown San Francisco. While the Waymo Driver is designed to treat nonfunctional signals as four way stops, the sheer scale of the outage led to instances where vehicles remained stationary longer than usual to confirm the state of the affected intersections. Waymo's fill in also told CNBC this contributed to traffic friction during the height of the congestion. Waymo quote closely coordinated with San Francisco city officials, she said, and proactively paused its service as of Saturday evening …

Get the full transcript (3,053 words) + summary by email — free

One-time email with the complete transcript and AI summary of this episode. No account needed.

One email, no spam. We’ll also show you what SignalCast does.

Browse all Techmeme Ride Home transcripts →

You just read a 3-minute summary of a 19-minute episode.

Get Techmeme Ride Home summarized like this every Monday — plus up to 2 more podcasts, free.

Pick Your Podcasts — Free

Keep Reading

Books, tools, and gear mentioned in this episode

SignalCast may earn commission on purchases via these links. As an Amazon Associate, SignalCast earns from qualifying purchases.

Tools

  • by Google

    Google trains Gemini 3 exclusively on TPUs and sells chips to Meta, challenging NVIDIA's dominance.
  • SPONSORS: Momoto at memoto.ai/ridehome
  • SPONSORS: Rubrik at rubrik.com

Gear

  • by Google

    Google's TPU chips challenge NVIDIA's GPU dominance in AI infrastructure market. Google trains Gemini 3 exclusively on TPUs and sells chips to Meta.

company

  • Google's TPU chips challenge NVIDIA's GPU dominance in AI infrastructure market.
  • Larry Ellison backs Paramount's Warner Brothers Discovery bid with forty billion dollar personal guarantee.
  • Anna's Archive scraped eighty-six million music files and 256 million metadata rows from Spotify, releasing 300 terabytes via torrents.
  • Larry Ellison backs Paramount's Warner Brothers Discovery bid with forty billion dollar personal guarantee.
  • Instacart immediately ends all item price testing after Consumer Reports reveals 437 shoppers saw thirteen percent average price differences for identical items.
  • Anna's Archive scraped eighty-six million music files and 256 million metadata rows from Spotify, releasing 300 terabytes via torrents.
  • Waymo robotaxis stall during San Francisco blackouts, Larry Ellison backs Paramount's Warner Brothers Discovery bid with forty billion dollar personal guarantee, Google's TPU chips challenge NVIDIA's GPU dominance in AI infrastructure market.
  • Google's TPU chips challenge NVIDIA's GPU dominance in AI infrastructure market.

More from Techmeme Ride Home

We summarize every new episode. Want them in your inbox?

Similar Episodes

Related episodes from other podcasts

Explore Related Topics

This podcast is featured in Best Tech Podcasts (2026) — ranked and reviewed with AI summaries.

Read this week's AI & Machine Learning Podcast Insights — cross-podcast analysis updated weekly.

You're clearly into Techmeme Ride Home.

Every Monday, we deliver AI summaries of the latest episodes from Techmeme Ride Home and 192+ other podcasts. Free for one show.

Start My Monday Digest

No credit card · Unsubscribe anytime