AI-driven (robot) cars on the road affect us all and are macroeconomic as this new technology is developed by major and startup companies and safety-tested on public roads.
For all of you health- and medically-aware people, this is like a clinical trial for an experimental drug except
- we are all forced to participate when we share the road with AI drivers
- the experiments are not controlled, replicated and randomized like a proper clinical trial (although more conscientious companies can take steps to work towards the rigor of a proper experiment)
Welcome to the experiment!!!
As best I understand what has been reported:
In its initial 11 vehicle taxi fleet (I think 11 distinct plates have been observed, initially) in Austin, Texas, Tesla has reported to NHTSA 3 accidents from June 22 through July 15.
The taxis are human-supervised using Tesla’s FSD software (“Full Self Driving”), meaning a Tesla employee in the vehicle is legally responsible for the driving decisions and outcomes by always monitoring the software and intervening manually to control the vehicle, if needed.
(I believe there is a 2-month lag from accident to public disclosure for more minor accidents. Tesla has 1 month to report and there is another 1 month lag until the data are public. More serious accidents are reported within 5 days from the event.)
So as of September 15, we are now seeing disclosed minor accidents through July 15. And more serious accidents through about mid August.
Tesla was accruing about 7k miles per month as of July 15 in total for their small fleet (mentioned on Q2 earnings call).
While this is a tiny sample size (3 events, 7k miles), it is the best data we have publicly disclosed on the performance of Tesla’s AI driver (Tesla is very opaque in its disclosures of its AI driving performance and even redacts what might otherwise be helpful info in its NHTSA reporting).
So the best estimate we have is that the Tesla FSD accident rate is about 3 accidents (1 with minor injury) per 7k miles or about 429 (= 3 x 143) accidents per million miles (fault not attributed to Tesla or other entity).
So a human driving 14k miles per year with this accident rate would have 6 accidents per year, 2 of which would include a minor injury.
For reference, Waymo has about (ballpark) 1 accident per million miles (fault not attributed to Waymo vs other entity) within the cities and geofences it has been operating (in a May 2025 analysis). For the range of driving scenarios Waymo considered (accounting for the effects of specific routes in specific cities), Waymo’s rate was about 80% better (fewer accidents per mile) than a human driving similar scenarios (this is an attempt to have data closer to a controlled experiment, by accounting statistically for other variables, such as geographic route).
I believe Waymo’s categorization of accidents is more severe than Tesla’s (Waymo may not include minor accidents), so the accident sets may not be directly comparable between Waymo and Tesla.
Caveats I can think of:
- Tesla is human-supervised, which would underestimate the true Tesla AI driver accident rate (because the human will sometimes intervene and prevent an accident, one would expect, thereby reducing the observed accident rate below the actual AI rate).
- Definition of what is an accident may differ between Tesla and Waymo.
- Driving scenarios (cities, routes) might be different between Tesla and Waymo (eg, one could be driving inherently less/more safe routes)
Tesla’s 7k miles of data is only the very beginning of the data needed to assess safety. With only an estimated 16-17 taxis now in Austin (a recent 50% increase in fleet from the initial 11) and a similar number in San Francisco, about 3 months into their “robotaxi” rollout, with this tiny scale (assuming these taxis will be their only source of safety data - maybe they have another source?), it will take Tesla a very long time to measure its safety (for reference, Waymo has over 100 million miles of true autonomous (unsupervised) driving with 50+ million miles disclosed in a public analysis).
Tesla article (https://electrek.co/2025/09/17/tesla-hide-3-robotaxi-accidents/)
Waymo data (https://www.tandfonline.com/doi/full/10.1080/15389588.2025.2499887)
Some more on estimating accident rate posted here: