Jun. 19 at 1:08 PM
4/8: Alphabet’s Waymo initiates voluntary recall of ~3,900 U.S. robotaxis over freeway construction-zone behavior; restricts freeway operations pending software remedy
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PickAlpha View: this is a contained operational setback for Waymo, with near-term scaling constrained mainly by freeway-ride availability until the software patch is deployed and validated. The key monitor is timing and scope...