Europe’s self-driving car industry has fallen far behind the United States and China. Self-driving taxis developed by Tesla and Waymo have become commonplace in several American cities. Waymo overtook Lyft’s market share in San Francisco in June. China operates a thriving robotaxi industry led by Baidu, WeRide and Pony AI. Europe has no established player and runs pilot projects in only a handful of cities. The most promising is Volkswagen-backed Moia in Germany.

Markus Villig, chief executive of Estonian ride-hailing company Bolt Technology, told Brussels officials in mid-October that Europeans will move about their cities in American robotaxis by 2030 unless the Eur…

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