I'd say its a safety feature. If the vehicle uses remote data to drive safely, the safe fallback is to stop when there is no remote data. They are just not fully autonomous. The big question is, if we want cars that act fully on their own.
Everybody here is assuming that the cellular network went down completely, and that the cars couldn't communicate. While possible, I would assume that Waymo uses multiple cellular providers to ensure reliable service, particularly given how spotty service on any individual provider can be in SF. If they don't, I bet they do next week. :-D
I'm also pretty sure they don't use remote data to drive safely at all. From the various articles I've read, all true safety-related data, including map data and driving-related models, should be stored in the vehicles, along with a list of areas where they aren't allowed to drive, etc. They do use the network to find out where to go for the next pickup, of course, so without a network, they are likely to all end up parked in random spots waiting for a fare.
The problem, I suspect, is that they are designed to fail safe. Specifically, when they encounter a situation that is substantially unexpected, they stop and reach out to operators to ask how to resolve the unexpected situation. Traffic lights being out en masse throughout a big chunk of SF is substantially unexpected, and I would assume that they don't let the cars handle that fully autonomously, just because that could also be caused by some major regression in their image recognition models, and they would *not* want the cars to start treating red lights as stop signs just because of a software bug, because that would be catastrophic.
That said, failsafe stops are not a safety issue, per se; they are a reliability issue. After all, a non-moving car is pretty much guaranteed not to kill someone. And if there's only one light out in some random place, it wouldn't be a big deal. A remote operator would tell it that yes, the light really is out, and it should treat it like a stop sign, and all is well.
Now imagine up to 800 vehicles all dialing in at once asking, "What the h*** is happening? There are no street lights, so everything looks different to my cameras, and the traffic light is dark!" That kind of problem is highly likely to overload the remote operators, because normally, those sorts of assistance calls are not happening simultaneously across a large geographical area.
The irony, of course, is that if my theory is correct, the way to fix it is to get Waymo into more cities so that they would have more spare human capacity to absorb the impact of unexpected surges in vehicles calling home.