The Driverless Download

Research evidence excerpt

The Driverless Download

Global Research

31 July 2026ab

The Driverless Download Equities

Americasv2026.30

Automobiles

Joseph Spak, CFA

Zoox receives first U.S. commercial exemption for purpose-built paid robotaxis. Analyst

NHTSA granted Zoox a temporary exemption allowing commercial deployment of up to joseph.spak@ubs.com

2,500 steering-wheel-free robotaxis annually for two years, subject to enhanced +1-212-713 3089

reporting and oversight. Zoox said the approval lets it begin charging riders, first in Las Robert Saltzman

Vegas, while additional markets remain subject to state and local approvals (Source). Analyst

robert.saltzman@ubs.com

NHTSA accelerates AV framework implementation. The agency announced a +1-212-713 2992

broader AV policy package that includes a temporary Zoox exemption, a three-year Alejandro Nuno

$5mm A2SCEND consortium with SAE Industry Technologies Consortia to develop AV Associate Analyst

performance standards, an interim final rule addressing exemption eligibility for pre- alejandro.nuno@ubs.com

exemption vehicles, and updated guidance for Part 555 exemptions. The actions +1-212-713 3886

continue NHTSA’s effort to modernize rules originally written around human-operated Gabriel Gonzales, CFA

vehicles while preserving oversight of deployed fleets (Source). Associate Analyst

gabriel.gonzales@ubs.com

+1-212-713 4866

Waymo News:

Patrick Hummel, CFA

Waymo resumes freeway routing after construction-zone fixes. Waymo is Analyst

gradually bringing freeway routes back, starting with Phoenix, after pausing high- patrick.hummel@ubs.com

speed service for more than two months over robotaxi behavior near construction +41-44-239 52 54

zones. The company said it is resuming freeway operations after software updates Paul Gong