Why March 9 Could Be a Huge Day for Tesla Investors

Why March 9 Could Be a Huge Day for Tesla Investors

Tesla (TSLA 2.07%) is predicted to ship crucial crash knowledge on potential full-self driving (FSD) site visitors violations to the National Highway Traffic Safety Administration (NHTSA) on or earlier than March 9.

The knowledge is definitely significant, because it’s a part of an NHTSA investigation. Moreover, on condition that Tesla has reported 14 incidents involving its robotaxis (utilizing unsupervised FSD) since their inception in June 2025, the corporate and its robotaxi rollout seem beneath vital strain. But simply how dangerous is it for Tesla?

Taking an excellent view

The NHTSA hasn’t revealed something on the prolonged March 9 deadline but, so buyers are counting on others’ experiences on the matter. It’s vital to not downplay the info as a result of no person, and above all, Tesla, needs site visitors violations from FSD. It’s additionally vital to not overplay the info.

The word robotaxi in a glowing circle.

Image supply: Getty Images.

First, there have been reportedly greater than 8,300 data left that Tesla wanted to evaluate. That isn’t crashes. In reality, the NHTSA recognized solely 58 incidents when it opened the investigation. It’s clear Tesla is struggling to ship the info rapidly. But I do not suppose this implies Tesla is delaying supply.

Second, it is vital to notice that this knowledge is totally different from the robotaxi incident knowledge, which is reported and dealt with individually. More on that in a second.

Third, the info spans the early days of FSD to more moderen days and is prone to primarily cowl older variations of FSD. That would possibly show to be a blessing in addition to a curse. For instance, it will not be excellent news if the up to date variations of FSD nonetheless have the identical points, or if fixing one subject creates one other. However, will probably be optimistic if the info demonstrates a linear enchancment.

Tesla's on the road.

Image supply: Tesla.

Robotaxi incident updates

Context can also be required when analyzing the robotaxi crash experiences. They are reported beneath the NHTSA’s Standing General Order on Crash Reporting, which additionally consists of knowledge from Waymo and others.

Tesla bears will argue that the robotaxi collision fee of about one in each 57,000 miles is far worse than Tesla’s personal estimate that the U.S. common driver has a main collision each 660,000 miles and a minor collision each 222,000 miles.

However, that is an apples-to-oranges comparability.

First, robotaxis aren’t clocking up miles on interstate highways; they’re driving in a comparatively restricted city space. So the 660,000 and 222,000 miles figures above are usually not a lot use for comparability, as a result of they embrace freeway miles.

Second, it may well pay to have a look at journeys quite than miles. Alphabet‘s Waymo assumes a mean journey size of simply 4.3 miles. That quantity is important as a result of, by Tesla CEO Elon Musk’s admission, on an earnings name, “all it takes is like 1 in 10,000 trips to go wrong and you’ve got an issue.” Using the 4.3-mile-per-trip estimate and an estimate of 800,000 robotaxi miles, some easy maths will get you to at least one collision in 13,289 journeys should you take into account that Tesla has reported 14 accidents with its Austin robotaxi service.

Third, I coated this issue previously, when Tesla had seven collisions over about 250,000 miles, so it seems it took 550,000 miles to achieve the next seven collisions, implying that robotaxi is enhancing security.

Fourth, Tesla publishes security knowledge on its web site, and it clearly reveals that a main crash involving supervised FSD happens each 5.3 million miles, in comparison with the common U.S. driver’s 660,000 miles. While this does not validate robotaxis in itself, it does display the protection advantage of FSD.

Tesla robotaxi incident knowledge

Data on the 14 robotaxi collisions are publicly out there from the NHTSA, and it’s summarized under. Understanding that Tesla is obliged to report minor collisions that common drivers are unlikely to report (for instance, hitting a tree at lower than 1 mile per hour), Tesla’s robotaxi collision knowledge is definitely fairly spectacular. 

Incident Date

Crash With

Highest Injury Severity Alleged

Subject Vehicle Pre-Crash Speed (MPH)

Subject Vehicle Pre-Crash Movement

December 2025

Other mounted object

Property injury. No injured reported

17

Proceeding straight

January 2026

Bus

Property injury. No injured reported

0

Stopped

January 2026

Other mounted object

Property injury. No injured reported

2

Backing

January 2026

Pole / Tree

Property injury. No injured reported

1

Backing

January 2026

Heavy Truck

Property injury. No injured reported

4

Proceeding straight

October 2025

Other

Property injury. No injured reported

18

Proceeding straight

July 2025

SUV

Minor with Hospitalization

2

Making a proper flip

November 2025

Other

No injured reported

0

Stopped

September 2025

Animal

No injured reported

27

Stopped

September 2025

Cyclist

Property Damage. No Injured Reported

0

Stopped

September 2025

Passenger Car

Property injury. No injured reported

6

Proceeding straight

September 2025

Other Fixed Object

Property injury. No injured reported

6

Making a left flip

July 2025

SUV

Property injury. No injured reported

0

Stopped

July 2025

Other Fixed Object

Minor with out hospitalization

8

Other

Data supply: National Highway Traffic Safety Administration.

In addition, many collisions occurred at very low or zero velocity, or the robotaxi reportedly got here to a cease earlier than the collision. As a reminder, the experiences don’t attribute fault.

What it means for Tesla buyers

The robotaxi knowledge is not good, and it is arduous to know what would possibly come out by March 9, the subsequent deadline. Still, the present knowledge is a lot higher than some headlines may need you consider.

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