I've been through long blackouts.
My own experience has given me a somewhat more-nuanced take.
At first, it's akin to the path of evil. Way too many people just zoom through intersections with dark traffic lights like they're cruising unimpeded down the Interstate, obvious to their surroundings. Some people get grumpy and lay on the horn as if to motivate those in front of them to fly through themselves.
But many people do stop, observe, and proceed when it is both appropriate and safe.
After awhile, it calms down substantially. The local municipality rounds up enough stop signs to plant in the middle of the intersections that people seem to actually be learning what to do (as unlikely as that sounds).
By day 2 or 3, it's still somewhat chaotic -- but it seems "safe" in that the majority of the people understand what to do (it's just stop sign -- it may be a stop sign at an amazingly-complex intersection, but it's still just a stop sign) and the flyers are infrequent-enough to look out for.
By day 5 or 6, traffic flows more-or-less fine and it feels like the traffic lights were never necessary to begin with. People stop. They take turns. They use their turn signals like their lives depend on it. And the flyers apparently have flown off to somewhere else. It seems impossible to behold, but I've seen it.
But SF's outage seems likely to be a lot shorter than that timeline, and I definitely agree with Waymo taking the cautious route.
(but I also see reports that they just left these cars in the middle of the road. That's NFG.)