Auto 2.0 Tracker: Tesla robotaxis still with no major safety incidents, pricing below competitors

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Auto 2.0 Tracker: Tesla robotaxis still with no major safety incidents, pricing below competitors

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Auto 2.0 Tracker

Tesla robotaxis still with no major safety

incidents, pricing below competitors

Industry Overview

AV safety still a concern; data shows better than humans 17 June 2026

Survey data from AlphaRoc shows that 47% of consumers still do not trust self-driving Equity

vehicles “at all”, which is down 2pts from last year indicating that consumers appear to Global

be warming up to the idea of autonomous vehicles. A separate survey showed that Autos/Car Manufacturers

“safety features” remains the number one factor that influences a consumer’s decision Alexander Perry

to use a self-driving car. Autonomous vehicle operators, including Tesla, are required to Research Analyst

report incidents for vehicles engaged with automated driving systems to the National BofAS+1 646 855 1365

Highway Traffic Safety Administration. According to data through May 15th, Tesla has aperry3@bofa.com

reported 18 incidents, all minor. Based on Tesla robotaxi miles driven (through March) Jack Joyce, CFA

Research Analyst

this shows that Tesla had an incident for every ~101K miles driven, which is slightly BofAS

worse than Waymo which had an incident for every ~108K miles driven (based on data +1 646 556 2798

jack.joyce@bofa.com

through December). Tesla has not reported any serious injuries or fatalities, compared to

11 reported for Waymo since inception. Still Waymo safety data indicates a serious

incident for every 19.3mm miles driven, which is ~90% better than our estimate for

human drivers at a serious incident for every 1.9mm miles driven.

FSD: Full self-driving

Tesla robotaxis priced below competitors, waits longer AV: Autonomous vehicle