You may see headlines state that Teslas were involved in nearly 70 percent of advanced vehicle technology crashes, however this statistic doesn't paint an accurate picture.
The U.S. Department of Transportation released the initial data it has collected since the agency advised more than 100 automakers to report collisions related to automated driver-assist systems.
Of the 392 crashes submitted to the NHTSA, Tesla had the largest amount of incidents, with Honda coming in second.
Tesla: 273
Honda: 90
Subaru: 10
Other: 19
The other 19 incidents are divided between nine manufacturers.
NHTSA is saying that this data shouldn't be used to make any conclusions on the safety of these systems.
The data provided by NHTSA lacks context, such as the number of vehicles equipped with the system, the number of miles driven, or how individuals are using the system.
While Tesla has the most incidents, Tesla's Autopilot is very actively used. Autopilot is likely used more than 3x than Honda's system, which would instantly change the takeaway people are getting out of this report.
This data also doesn't show how these systems are preventing accidents. Autopilot is a much more advanced system than those available on other vehicles, so while it was involved in more accidents, it also prevented additional accidents.
Tesla runs Autopilot safety systems passively in the background. It's ready to hit the brakes or even move out of the way of a vehicle to help avoid an accident.
I'd encourage Tesla to follow up on NHTSA's report with exact figures of how many vehicles have Autopilot, how many miles have been traveled, and how many times Autopilot has moved within its lane to avoid potential accidents.
The video below shows many of these situations where Autopilot has prevented collisions.
What NHTSA is trying to find out is whether these systems are safe. However, without proper context and additional information, NHTSA is adding confusion about the capabilities of Autopilot.
In a day and age where consumers read headlines and not articles, this report is causing more harm than good.
Due to this report, two senators are now calling on NHTSA to take further action. Senator Ed Markey said, "we are seeing a never-ending parade of reports about Autopilot operating in ways that skirt our safety laws and endanger the public, from rolling through stop signs and phantom breaking. Tesla has argued Autopilot makes us safer, but this report provides further evidence slamming the breaks on those claims."
This report comes just one week after NHTSA upgraded its probe into Tesla's Autopilot. The initial investigation started after a dozen crashes involving Teslas and parked emergency vehicles.
In fact, the agency has 35 active crash investigations where Autopilot is believed to have been used. Several news agencies reported they reached out to Tesla but did not receive a comment on the report.
I was lane changing while a motorcyclist very aggressively lane changed and accelerated from behind the car behind me. Autopilot aborted the lane change and was right.
It's likely the company predicted it would have higher numbers, due to the large number of miles driven with Autopilot.
ADAS, which stands for advanced driver assistance systems, includes driver assistant systems for steering and speed and provides traffic-aware cruise control. Tesla is a frontrunner in this technology and has 830,000 of these vehicles on the road in the U.S. Tesla also has far more advanced crash reports, which is lacking in other automakers.
NHTSA calls this report a first of its kind and plans to release the data monthly. Dr. Steven Cliff, NHTSA's Administrator, said, "new vehicle technologies have the potential to help prevent crashes, reduce crash severity, and save lives, and the Department is interested in fostering technologies that are proven to do so; collecting this data is an important step in that effort. As we gather more data, NHTSA will be able to better identify any emerging risks or trends and learn more about how these technologies are performing in the real world."
The report is admittedly not comprehensive. The NHTSA admits it lacked data to provide immediate information from all automakers. It also stated that some companies were more "robust" with data because their vehicles are equipped with telematics (Tesla). In contrast, several other manufacturers do not have telematics capabilities.
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The long long wait for FSD (Supervised) in Australia and New Zealand may be coming to an end. Thom Drew, Tesla’s Country Director for Australia & New Zealand, has confirmed on LinkedIn that Tesla has been working with local authorities in both countries and that there are no regulatory blockers for the release of FSD in the region.
The confirmation came in response to questions following Tesla’s FSD demo video in Sydney, Australia.
Hurdles Cleared
For many years, the main question surrounding the release of FSD in other Asia-Pacific countries, especially Australia, has been the status of regulatory approval. Drew’s statement provides the clearest answer yet regarding regulatory barriers, and it appears that the path is clear from a governmental standpoint.
“We have been working with local authorities across AU & NZ and there are no regulatory blockers for release. We are running through the final stages of validation prior to public release. Looking to start with HW4 on certain vehicles and then release in phases from there.”
Thom Drew, Tesla’s Country Director for Australia & New Zealand (LinkedIn)
With the regulatory question answered, the timeline for the release is now entirely in Tesla’s hands. According to his statement, Tesla is in the final phases before a public rollout, likely meaning Tesla is doing some final testing and veritifcation on local roads before flipping the switch.
— Tesla Australia & New Zealand (@TeslaAUNZ) July 17, 2025
The Rollout Plan: HW4 First
Drew also provided the first details on how Tesla plans to launch FSD in the two countries, and it seems to be a similar approach to the one Tesla took in China.
That means that the release will begin with AI4 (HW4) equipped vehicles first. Once those vehicles are up and running, they will slowly begin to phase in older AI3 (HW3) vehicles over the next few releases.
For owners of HW3 vehicles (everything we know about the HW3 upgrade), this phased release means that they’ll be waiting a little longer than other owners, but at least there’s progress and some clear next steps now. A little more waiting isn’t too bad, especially when you consider just how long many owners in Australia and New Zealand have been waiting for any semblance of FSD in their nations. Tesla initially outlined Q2 2025 as the target availability date for FSD in RHD markets, so this timing is roughly on track with what Tesla initially announced in September 2024.
Hopefully, Tesla also opens up the opportunity for FSD transfer for HW3 owners in both countries, as we’re sure many people would upgrade alongside the official release of FSD to the latest hardware.
And just in case you thought the first video wasn’t true because it wasn’t upside down - well, Tesla provided us the original too.
Another quarter has passed, and that means it’s time to submit questions and vote for Tesla’s Q2 2025 Earnings Call. While Q1 was a tough quarter for the company, Q2 saw some recovery in sales, although there’s still some work to be done.
However, there’s always a lot to be excited about during Tesla’s Q&A session, where we usually learn a lot about future software improvements and upcoming vehicles. We may hear more about FSD Unsupervised, Robotaxi, or the more affordable vehicle, or its upcoming larger 6-seater Model Y, the Model Y L. Tesla also mentioned a potential FSD price hike back in the Q1 2025 Earnings Call, so that could be something that is brought up as well.
Tesla’s Q2 So Far
Tesla has already released their Q2 2025 Production and Delivery numbers, which were up from Q1 of this year, but still down compared to Q2 last year.
Production
Deliveries
Model 3/Y
396,835
373,728
Model S, X, and Cybertruck
13,409
10,394
Total
410,244
384,122
How to Submit & Vote
Tesla lets shareholders submit a question that will be voted on and may be answered during the Q&A session. To submit your own question or vote on an already submitted question, you’ll need to be a verified shareholder. You can go to Say’s platform and link your brokerage accounts.
Once it is verified, you’ll be able to log in and vote your shares on your own question, or on someone else’s question.
Here’s the link to get started on Say’s Tesla Q&A. You must submit your questions and votes by July 23rd, 2025, at 4:00 PM EDT.
Top Questions So Far
Unsurprisingly, people have already been submitting questions, and here are the top ones so far.
Can you give us some insight how robotaxis have been performing so far and what rate you expect to expand in terms of vehicles, geofence, cities, and supervisors?
What are the key technical and regulatory hurdles still remaining for unsupervised FSD to be available for personal use? Timeline?
What specific factory tasks is Optimus currently performing, and what is the expected timeline for scaling production to enable external sales? How does Tesla envision Optimus contributing to revenue in the next 2–3 years?
Can you provide an update on the development and production timeline for Tesla’s more affordable models? How will these models balance cost reduction with profitability, and what impact do you expect on demand in the current economic climate?
Are there any news for HW3 users getting retrofits or upgrades? Will they get HW4 or some future version of HW5?
When do you anticipate customer vehicles to receive unsupervised FSD?
And here are some other ones we found interesting:
Have any meaningful Optimus milestones changed for this year or next and will thousands of Optimus be performing tasks in Tesla factories by year end?
Are front bumper cameras going to be necessary for unsupervised full self driving? If so, what is the companies plan to retrofit vehicles that do not have them?
Will there be a new AI day to explain the advancements the Autopilot, Optimus, and Dojo/chip teams have made over the past several years. We still do not know much about the HW4.
Earnings Call Details
Tesla will hold its earnings call on Wednesday, July 23rd, at 4:00 PM EDT. It's still early for an access link, but we’ll make sure we have a link up on the site before the earnings call that day.
If you do miss the earnings call, no worries. We will provide a full recap following the call, and we’ll also do some in-depth dives into what was said and what we know.
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