Race for robotaxi market arrives in London

LONDON – Bristling with sensors and electronic eyes, robotaxis are appearing on London’s streets, slipping silently between red buses and black cabs, as companies battle to lead Europe’s emerging autonomous-vehicle (AV) market.

British start-up Wayve, in partnership with Uber, is racing to beat US rival Waymo, owned by Google-parent Alphabet.

China’s Baidu is also set to launch in the British capital, where winding streets, roadworks and pedestrian traffic bring unique challenges.

“London has 20 times the amount of road construction than San Francisco and 10 times the amount of vulnerable road users,” said Kaity Fischer, head of business development at Wayve.

“We’ve had 2,000-year-old roads, certainly no perfect grid system,” she told AFP ahead of a ride in the company’s Ford Mustang Mach-E.

On the road, every pedestrian and intersection presents a test. The car responded smoothly though, braking where necessary.

Passengers tend to spend the first few minutes of the ride “marvelling, videoing the steering wheel moving on its own, taking selfies”, Fischer said.

Then “about three minutes in, they’re doing the exact same thing that they do in any other Uber or ride hail – they’re looking at their phone”, she added.

Britain stands ahead of the European Union in the race to getting driverless cars on the road, thanks to government efforts to speed up regulation.

The Labour government expects the AV sector to generate 38,000 jobs and £42 billion (S$72 billion) by 2035.

Londoners will be able to take their first commercial rides with Wayve in the summer of 2026, with a human operator on board in the initial stages.

Waymo, which is already operating in 11 US cities using pre-mapped routes, could follow shortly after.

The sector’s complexity means that companies competing in one city may collaborate in another, with one providing the technology and the other managing the fleet and commercial roll-out.

Baidu, in partnership with ride-sharing firm Lyft, will be testing “in the coming weeks” ahead of launching in London later in 2026, said Jeremy Bird, Lyft’s head of global growth.

At its launch, fares are likely to be “pretty similar” to traditional taxis, he told AFP.

Both companies are under pressure to get the public on their side, after a series of high-profile mishaps.

In 2026, a string of Baidu vehicles stalled in central China, leaving passengers stranded.

Waymo had to recall nearly 4,000 cars after several incidents in which its robotaxis entered closed-off highway construction areas.

“Robotaxi players know they are just one bad accident away from getting serious pushback,” McKinsey transport specialist Philipp Kampshoff told AFP.

“So you have to make sure safety is your absolute priority.”

In London, three groups of autonomous vehicles will launch trials in 2026. PHOTO: AFP

Waymo product director Saswat Panigrahi has offered assurances that its cars record 13 times fewer serious accidents than human drivers.

The system’s artificial intelligence technology is “powerful enough” to detect tiny movements that indicate a pedestrian is about to walk across the road, he said at the South by Southwest tech festival in London.

But for Steve McNamara, head of London’s taxi association, robotaxis are just “a solution to a problem that doesn’t exist”.

“They are pumping millions and millions of dollars into PR (public relations), into spin, into marketing, into convincing politicians, into convincing people that this is a great thing,” McNamara told AFP.

London’s taxi industry is still recovering from the rise of Uber, which reduced the number of its vehicles on the road to 14,800 in 2024 from 22,300 in 2009.

McNamara said robotaxis will ultimately become “a tourist attraction”, adding that AVs tend to wait until roads are completely clear before pulling out.

“There’s parts of London where it would be sitting there until Christmas Day, if you’re waiting for the road to be clear.” AFP