31 March 2026 · LinkedIn
At a junction in King's Cross, the steering wheel turned by itself.
No hand on it. No instruction given. The car read the gap in traffic, waited, and pulled out.
Alex Kendall, the CEO of Wayve - one of the robotaxi companies preparing to launch commercially in London this year - was in the driver's seat throughout. He didn't touch the controls once. "We don't tell the car what it should do," he said. "It learns the body language."
Steve McNamara, the head of London's Licensed Taxi Drivers' Association, is "genuinely not worried in the slightest."
He has reasons for his confidence. Black cab drivers aren't just operating machinery, he says. They handle lost property, flat tyres, the passenger who realises three streets back that they've left their phone. "Nobody ever wants to go from A to B. They always want to go via somewhere."
He's right about all of it. He's also making the same argument the San Francisco taxi trade was making in 2022.
Since Waymo launched its fully commercial service there in mid-2024, cab drivers have been seeking city assistance to manage medallion debt - licences bought on borrowed money, now collapsing in value as the market moves beneath them.
Waymo now completes 450,000 rides a week across six American cities. It tripled its annual ride volume between 2024 and 2025. In San Francisco, it has taken roughly a quarter of the ride-hailing market with a fleet that never sleeps, never declines a fare, and never asks for a pay rise.
The cabbies are right that a robotaxi can't handle the unexpected detour, the passenger who needs steadying on the kerb, the wheelchair, the heavy bags. They're also right that The Knowledge - four years of memorising 25,000 streets, ridden on mopeds with clipboards strapped to the handlebars - produces something a sensor array cannot quite replicate.
But "we handle the complexity" is not a business model. It's what every skilled profession says in the years before the floor gives way.
The question London hasn't seriously asked yet is not whether robotaxis will work here. It's who decides what happens to the 56,000 licensed taxi drivers and 256,000 private-hire drivers on England's roads when they do - and whether that decision gets made deliberately, or simply by the accumulation of quarterly earnings calls in Mountain View and Beijing.
Join the conversation on LinkedIn →
← All writing