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Tesla MIT study concludes that drivers maintain vigilance when using Autopilot
Tesla owners using Autopilot are highly engaged when driving with the feature despite fears to the contrary, according to a study recently published by scientists at MIT titled Human Side of Tesla Autopilot: Exploration of Functional Vigilance in Real-World Human-Machine Collaboration.
The data used in the study was generated from the over 1 billion miles driven by Tesla owners since its activation in 2015, about 35% of which were determined to be assisted by Autopilot. Of these, 18,928 disengagements of Autopilot were annotated, which indicated instances when drivers took over during challenging driving situations. Overall, the numbers demonstrate a high rate of driver vigilance.
Tesla has provided a unique opportunity to form a baseline for objective, representative analysis of real-world use of Autopilot, as stated in the study:
“Due to its scale of deployment and individual utilization, [Tesla’s] Autopilot serves as perhaps the currently best available opportunity to study and understand human interaction with AI assisted vehicles ‘in the wild’…naturalistic driving research can now begin investigating and identify both promising and concerning trends in drivers’ behavioral patterns in the context of Autopilot.”
As automation has expanded over the last several decades, a pattern of overtrust in reliable automated systems has been shown by human behavior research studies. In the context of driving scenarios where property damage, injury, or death are possible consequences, the concern with the transition to semi-autonomous systems relying on driver input to function safely is obviously significant. The results of the MIT study are therefore promising, initially showing an approach to automation in driving systems that’s more careful than other areas.
“The two main results of this work are that (1) drivers elect to use Autopilot for a significant percent of their driven miles and (2) drivers do not appear to over-trust the system to a degree that results in significant functional vigilance degradation in their supervisory role of system operation,” the MIT scientists concluded.
The study further notes that more research will be needed as more data becomes available and more familiarity grows with Autopilot’s features.
Tesla has received a fair amount of criticism and attention whenever an accident involves one of its cars, especially if Autopilot was engaged around the time of the event. However, Tesla consistently maintains its position that the feature is not yet fully autonomous and requires drivers to both pay attention and intervene when necessary while Autopilot is in operation. The program is additionally equipped with several alerts which give drivers audio and visual warnings if hands are not detected on the steering wheel, something found to have been ignored in some prior crash events, playing into concerns the MIT study sought to address.
Beginning in Q3 2018, Tesla has been releasing quarterly Vehicle Safety Reports providing updated numbers for vehicle incidents occurring both when Autopilot was engaged and when the driver-assist feature was deactivated. For Q3, the company reported one accident or crash-like event for every 3.34 million miles driven with Autopilot active and one event for every 1.92 million miles driven with Autopilot disengaged. In Q4 2018, those numbers dropped slightly, possibly due to winter conditions, to one accident for every 2.91 million miles driven with Autopilot engaged and one accident for every 1.58 million miles driven without.
By comparison, the National Highway Traffic Safety Administration’s (NHTSA) most recent data at the time showed a crash event every 436,000 miles, a figure which includes all vehicles in the US whether or not the cars are equipped with driving enhancement software. Tesla’s numbers further include both accidents that have occurred and “near-misses”, and the NHTSA’s figures only include accidents that actually transpired.
Along with touting a correlation between lower accident rates and Autopilot being engaged, Tesla also maintains its title of producing the safest cars in the world based on NHTSA test results.
Tesla stock (NASDAQ: TSLA) closed at an all-time high on Tuesday, jumping over 3 percent during the day and finishing at $489.88.
The price beats the previous record close, which was $479.86.
Shares have had a crazy year, dipping more than 40 percent from the start of the year. The stock then started to recover once again around late April, when its price started to climb back up from the low $200 level.
This week, Tesla started to climb toward its highest levels ever, as it was revealed on Sunday that the company was testing driverless Robotaxis in Austin. The spike in value pushed the company’s valuation to $1.63 trillion.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
It is the seventh-most valuable company on the market currently, trailing Nvidia, Apple, Alphabet (Google), Microsoft, Amazon, and Meta.
Shares closed up $14.57 today, up over 3 percent.
The stock has gone through a lot this year, as previously mentioned. Shares tumbled in Q1 due to CEO Elon Musk’s involvement with the Department of Government Efficiency (DOGE), which pulled his attention away from his companies and left a major overhang on their valuations.
However, things started to rebound halfway through the year, and as the government started to phase out the $7,500 tax credit, demand spiked as consumers tried to take advantage of it.
Q3 deliveries were the highest in company history, and Tesla responded to the loss of the tax credit with the launch of the Model 3 and Model Y Standard.
Additionally, analysts have announced high expectations this week for the company on Wall Street as Robotaxi continues to be the focus. With autonomy within Tesla’s sights, things are moving in the direction of Robotaxi being a major catalyst for growth on the Street in the coming year.
Elon Musk
Tesla needs to come through on this one Robotaxi metric, analyst says
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Tesla needs to come through on this one Robotaxi metric, Mark Delaney of Goldman Sachs says.
Tesla is in the process of rolling out its Robotaxi platform to areas outside of Austin and the California Bay Area. It has plans to launch in five additional cities, including Houston, Dallas, Miami, Las Vegas, and Phoenix.
However, the company’s expansion is not what the focus needs to be, according to Delaney. It’s the speed of deployment.
The analyst said:
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Profitability will come as the Robotaxi fleet expands. Making that money will be dependent on when Tesla can initiate rides in more areas, giving more customers access to the program.
There are some additional things that the company needs to make happen ahead of the major Robotaxi expansion, one of those things is launching driverless rides in Austin, the first city in which it launched the program.
This week, Tesla started testing driverless Robotaxi rides in Austin, as two different Model Y units were spotted with no occupants, a huge step in the company’s plans for the ride-sharing platform.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
CEO Elon Musk has been hoping to remove Safety Monitors from Robotaxis in Austin for several months, first mentioning the plan to have them out by the end of 2025 in September. He confirmed on Sunday that Tesla had officially removed vehicle occupants and started testing truly unsupervised rides.
Although Safety Monitors in Austin have been sitting in the passenger’s seat, they have still had the ability to override things in case of an emergency. After all, the ultimate goal was safety and avoiding any accidents or injuries.
Goldman Sachs reiterated its ‘Neutral’ rating and its $400 price target. Delaney said, “Tesla is making progress with its autonomous technology,” and recent developments make it evident that this is true.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
Tesla stock closes at all-time high on heels of Robotaxi progress
Tesla needs to come through on this one Robotaxi metric, analyst says
