On Thursday, California regulators voted to approve round-the-clock robotaxi service in San Francisco from two rival companies: Waymo and Cruise. By Friday night, a group of Cruise vehicles had stopped short in the city’s North Beach neighborhood, flashing hazard lights and causing a traffic backup, according to reports.
The service expansion, approved in a 3 to 1 vote by California’s Public Utilities Commission, made San Francisco the first major U.S. city to allow two robotaxi companies to compete for service “at all hours of day or night.” It allows Waymo, owned by Google parent-company Alphabet, and Cruise, owned by General Motors, to expand their fleets as needed and charge for fares at any time of day.
But on Friday night at about 11 p.m., pedestrians reported spotting as many as 10 of Cruise’s driverless cars stopped on and around Vallejo Street in North Beach, trapping human-driven vehicles for at least 15 minutes, according to reports. The company cited cell phone service issues related to a nearby music festival, which it said hampered its ability to route the vehicles.
Cruise did not respond to a request for comment.
The weekend traffic jam followed strong opposition to the regulators’ decision from some groups, including San Francisco’s police and fire departments. In a hearing last week, officials from the city’s fire department, police department and municipal transportation agency prepared a report of at least 600 incidents with driverless vehicles since June 2022, including unpredictable operations near an emergency response zone, obstructing travel to an emergency, contact or near misses with personnel or equipment and more.
Before Thursday’s vote, both Waymo and Cruise were limited in their ability to operate in San Francisco. In Cruise’s case, if there wasn’t a safety driver present in the vehicle, it could offer fared service in certain areas from 10 p.m. to 6 a.m. If the rides were free, it could offer that service at any time. If the vehicle did have a safety driver, then the company could charge for fares around-the-clock.
In Waymo’s case, before regulators’ decision, the company could not charge fares for ride-hailing at any time if there wasn’t a safety driver. But if a safety driver was present in the car, then the company could charge passengers for rides at any time.
Waymo said it had more than 100,000 signups on a waitlist for service, and in a statement Friday, Tekedra Mawakana, co-CEO of the company, said that the service expansion “marks the true beginning of our commercial operations in San Francisco.”
Waymo declined to share the weekend’s ride-hailing numbers with CNBC, or comment on whether the Cruise traffic jam impacts its operations plans moving forward. But Chris Ludwick, the company’s product management director, told CNBC in a statement that the company is seeing “incredibly high demand” for its service.
“We’ve always taken an incremental approach to deploying our technology and will continue to expand our service and fleet in SF gradually, with safety and the needs of local communities in mind,” Ludwick added.
In a July 25 earnings call, Cruise CEO Kyle Vogt discussed plans to “blanket a city like San Francisco” with Cruise vehicles, saying the company would need to ramp up manufacturing if it did so, and expressed potential plans to introduce several thousand robotaxis in the area.
“There’s over 10,000 human ride-hail drivers in San Francisco, potentially much more than that, depending on how you count it,” Vogt said on the call. “Those drivers, of course, aren’t working 20 hours a day like a robotaxi could. So it does not make a very high number to generate significant revenue in a city like San Francisco. But certainly, there’s capacity to absorb several thousand per city at minimum.”
Inside a secretive set of buildings in Santa Barbara, California, scientists at Alphabet are working on one of the company’s most ambitious bets yet. They’re attempting to develop the world’s most advanced quantum computers.
“In the future, quantum and AI, they could really complement each other back and forth,” said Julian Kelly, director of hardware at Google Quantum AI.
Google has been viewed by many as late to the generative AI boom, because OpenAI broke into the mainstream first with ChatGPT in late 2022.
Late last year, Google made clear that it wouldn’t be caught on the backfoot again. The company unveiled a breakthrough quantum computing chip called Willow, which it says can solve a benchmark problem unimaginably faster than what’s possible with a classical computer, and demonstrated that adding more quantum bits to the chip reduced errors exponentially.
“That’s a milestone for the field,” said John Preskill, director of the Caltech Institute for Quantum Information and Matter. “We’ve been wanting to see that for quite a while.”
Willow may now give Google a chance to take the lead in the next technological era. It also could be a way to turn research into a commercial opportunity, especially as AI hits a data wall. Leading AI models are running out of high-quality data to train on after already scraping much of the data on the internet.
“One of the potential applications that you can think of for a quantum computer is generating new and novel data,” said Kelly.
He uses the example of AlphaFold, an AI model developed by Google DeepMind that helps scientists study protein structures. Its creators won the 2024 Nobel Prize in Chemistry.
“[AlphaFold] trains on data that’s informed by quantum mechanics, but that’s actually not that common,” said Kelly. “So a thing that a quantum computer could do is generate data that AI could then be trained on in order to give it a little more information about how quantum mechanics works.”
Kelly has said that he believes Google is only about five years away from a breakout, practical application that can only be solved on a quantum computer. But for Google to win the next big platform shift, it would have to turn a breakthrough into a business.
An attendee wearing a Super Mario costume uses a Nintendo Switch 2 game console while playing a video game during the Nintendo Switch 2 Experience at the ExCeL London international exhibition and convention centre in London, Britain, April 11, 2025.
Isabel Infantes | Reuters
Nintendo on Friday announced that retail preorder for its Nintendo Switch 2 gaming system will begin on April 24 starting at $449.99.
Preorders for the hotly anticipated console were initially slated for April 9, but Nintendo delayed the date to assess the impact of the far-reaching, aggressive “reciprocal” tariffs that President Donald Trump announced earlier this month.
Most electronics companies, including Nintendo, manufacture their products in Asia. Nintendo’s Switch 1 consoles were made in China and Vietnam, Reuters reported in 2019. Trump has imposed a 145% tariff rate on China and a 10% rate on Vietnam. The latter is down from 46%, after he instituted a 90-day pause to allow for negotiations.
Nintendo said Friday that the Switch 2 will cost $449.99 in the U.S., which is the same price the company first announced on April 2.
“We apologize for the retail pre-order delay, and hope this reduces some of the uncertainty our consumers may be experiencing,” Nintendo said in a statement. “We thank our customers for their patience, and we share their excitement to experience Nintendo Switch 2 starting June 5, 2025.”
The Nintendo Switch 2 and “Mario Kart World“ bundle will cost $499.99, the digital version “Mario Kart World” will cost $79.99 and the digital version of “Donkey Kong Bananza” will cost $69.99, Nintendo said. All of those prices remain unchanged from the company’s initial announcement.
However, accessories for the Nintendo Switch 2 will “experience price adjustments,” the company said, and other future changes in costs are possible for “any Nintendo product.”
It will cost gamers $10 more to by the dock set, $1 more to buy the controller strap and $5 more to buy most other accessories, for instance.
An employee walks past a quilt displaying Etsy Inc. signage at the company’s headquarters in the Brooklyn.
Victor J. Blue/Bloomberg via Getty Images
Etsy is trying to make it easier for shoppers to purchase products from local merchants and avoid the extra cost of imports as President Donald Trump’s sweeping tariffs raise concerns about soaring prices.
In a post to Etsy’s website on Thursday, CEO Josh Silverman said the company is “surfacing new ways for buyers to discover businesses in their countries” via shopping pages and by featuring local sellers on its website and app.
“While we continue to nurture and enable cross-border trade on Etsy, we understand that people are increasingly interested in shopping domestically,” Silverman said.
Etsy operates an online marketplace that connects buyers and sellers with mostly artisanal and handcrafted goods. The site, which had 5.6 million active sellers as of the end of December, competes with e-commerce juggernaut Amazon, as well as newer entrants that have ties to China like Temu, Shein and TikTok Shop.
By highlighting local sellers, Etsy could relieve some shoppers from having to pay higher prices induced by President Trump’s widespread tariffs on trade partners. Trump has imposed tariffs on most foreign countries, with China facing a rate of 145%, and other nations facing 10% rates after he instituted a 90-day pause to allow for negotiations. Trump also signed an executive order that will end the de minimis provision, a loophole for low-value shipments often used by online businesses, on May 2.
Temu and Shein have already announced they plan to raise prices late next week in response to the tariffs. Sellers on Amazon’s third-party marketplace, many of whom source their products from China, have said they’re considering raising prices.
Silverman said Etsy has provided guidance for its sellers to help them “run their businesses with as little disruption as possible” in the wake of tariffs and changes to the de minimis exemption.
Before Trump’s “Liberation Day” tariffs took effect, Silverman said on the company’s fourth-quarter earnings call in late February that he expects Etsy to benefit from the tariffs and de minimis restrictions because it “has much less dependence on products coming in from China.”
“We’re doing whatever work we can do to anticipate and prepare for come what may,” Silverman said at the time. “In general, though, I think Etsy will be more resilient than many of our competitors in these situations.”
Still, American shoppers may face higher prices on Etsy as U.S. businesses that source their products or components from China pass some of those costs on to consumers.
Etsy shares are down 17% this year, slightly more than the Nasdaq.