The Driverless Download "v2026.19" Spak

Research evidence excerpt

The Driverless Download "v2026.19" Spak

Global Research

15 May 2026ab

The Driverless Download Equities

Americasv2026.19

Automobiles

Joseph Spak, CFA

Waymo recalls ~4,000 robotaxis following flooded road incident. Waymo issued a Analyst

voluntary OTA recall covering 3,791 fifth- and sixth-gen vehicles after an unoccupied joseph.spak@ubs.com

robotaxi entered a flooded road in San Antonio on April 20. NHTSA noted that “on +1-212-713 3089

higher-speed roadways, the Waymo AV may slow but not stop” when encountering Robert Saltzman

potentially untraversable flooded lanes (Source). Analyst

robert.saltzman@ubs.com

Tesla authorized to test supervised FSD in Belgium. Belgium's Flemish region +1-212-713 2992

authorized Tesla to begin testing its supervised FSD software on one vehicle, with the car Alejandro Nuno

eligible to begin operating as soon as it receives a licence plate and insurance. The move Associate Analyst

follows last month's provisional approval by the Dutch RDW, which made the alejandro.nuno@ubs.com

Netherlands the first EU country to allow FSD on public roads, and signals accelerating +1-212-713 3886

EU regulatory momentum ahead of a potential broader summer rollout (Source). Gabriel Gonzales, CFA

Associate Analyst

gabriel.gonzales@ubs.com

Tesla's robotaxi rollout features high wait times, but vehicles on service still +1-212-713 4866

limited. A Reuters investigation found that Tesla's robotaxi service in Dallas and

Houston had wait times of nearly 2 hours for a 20-min trip and faced repeated "high Patrick Hummel, CFA

Analyst

service demand" or "no rides available" errors. A separate three-week April study in

patrick.hummel@ubs.com

Austin found wait times exceeded 15 min about half the time, exceeded 25 min more +41-44-239 52 54