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The comparison isn't really like-for-like. NHTSA SGO AV reports can include very minor, low-speed contact events that would often never show up as police-reported crashes for human drivers, meaning the Tesla crash count may be drawing from a broader category than the human baseline it's being compared to. There's also a denominator problem. The mileage figure appears to be cumulative miles "as of November," while the crashes are drawn from a specific July-November window in Austin. It's not clear that those miles line up with the same geography and time period. The sample size is tiny (nine crashes), uncertainty is huge, and the analysis doesn't distinguish between at-fault and not-at-fault incidents, or between preventable and non-preventable ones. Also, the comparison to Waymo is stated without harmonizing crash definitions and reporting practices. |
The 3x figure in the title is based on a comparison of the Tesla reports with estimated average human driver miles without an incident, not based on police report data. The comparison with police-report data would lead to a 9x figure instead, which the article presents but quickly dismisses.
The denominator problem is made up. Tesla Robotaxi has only been launched in one location, Austin, and only since July (well, 28th June, so maybe there is a few days discrepancy?). So the crash data and the miles data can only refer to this same period. Furthermore, if the miles driven are actually based on some additional length of time, then the picture gets even worse for Tesla, as the denominator for those 9 incidents gets smaller.
The analysis indeed doesn't distinguish between the types of accidents, but this is irrelevant. The human driver estimates for miles driven without incident also don't distinguish between the types of incidents, so the comparison is still very fair (unless you believe people intentionally tried to get the Tesla cars to crash, which makes little sense).
The comparison to Waymo is also done based on incidents reported by both companies under the same reporting requirements, to the same federal agency. The crash definitions and reporting practices are already harmonized, at least to a good extent, through this.
Overall there is no way to look at this data and draw a conclusion that is significantly different from the article: Tesla is bad at autonomous driving, and has a long way to go until it can be considered safe on public roads. We should also remember that robotaxis are not even autonomous, in fact! Each car has a human safety monitor that is ready to step in and take control of the vehicle at any time to avoid incidents - so the real incident rate, if the safety monitor weren't there, would certainly be even worse than this.
I'd also mention that 5 months of data is not that small a sample size, despite you trying to make it sound so (only 9 crashes).