News
Tesla vehicles are 8x less likely to be involved in fires, shows latest safety report
Tesla has released its vehicle safety report for the second quarter of 2019. Similar to previous quarters, the report showed that Teslas operating on Autopilot are less likely to meet accidents on the road compared to vehicles operating without the driver-assist system enabled. Tesla’s report this quarter also included statistics on vehicle fires for the first time.
Fires involving Teslas are quite rare, with some quarters having recorded no vehicle fires at all. This, according to Tesla, results in some challenges, as an increase from one fire per quarter to two fires per quarter would result in a raise of 100%. Tesla has thus stated that it will provide annual vehicle fire data to avoid a misrepresentation of numbers and assure a meaningful comparison to the industry average.
The electric car maker’s data shows that between 2012-2018, there was approximately one Tesla vehicle fire for every 170 million miles traveled. Considering that the National Fire Protection Association (NFPA) and the US Department of Transportation record one vehicle fire for every 19 million miles traveled, Tesla’s figures make its electric cars over eight times less likely to be involved fires.
It should also be noted that Tesla’s vehicle fire statistics for 2012-2018 are not exclusive to incidents where the electric cars actually catch fire. Instead, Tesla’s data includes incidents resulting from structure fires, arson, and several other factors unrelated to the vehicles themselves.
Tesla’s Q2 2019 vehicle safety report also showed one accident for every 3.27 million miles driven with Autopilot engaged. Vehicles without Autopilot but have Tesla’s active safety features engaged, on the other hand, recorded one accident for every 2.19 million miles driven. Cars operating with no Autopilot and active safety features enabled recorded one accident every 1.41 million miles.
-->These figures are an improvement to Tesla’s first-quarter results, when the company recorded one accident for every 2.87 million miles driven on Autopilot, 1.76 million miles driven with active safety features but no Autopilot, and 1.26 million miles driven with no Autopilot and active safety features enabled. These results, while below the figures for the second quarter, are still notably superior to the NHTSA’s data, which currently stand at one accident for every 498,000 miles driven.
Tesla’s electric cars are among the safest vehicles on the road. The Model 3, for example, has earned stellar safety ratings from both the NHTSA and the Euro-NCAP, where the electric sedan set a new benchmark for safety. The Model 3 was granted a perfect 5-Star rating by the Euro NCAP in all four of its safety tests’ categories: Adult Occupant Protection, which tests how the vehicle protects its driver and passenger; Child Occupant Protection, which gauges the protection of younger occupants; Vulnerable Road Users, which tests a vehicle’s safety features for cyclists and pedestrians; and Safety Assist, which evaluates a car’s active safety capabilities.
Tesla’s Q2 2019 vehicle safety report could be read below.
Accident Data
In the 2nd quarter, we registered one accident for every 3.27 million miles driven in which drivers had Autopilot engaged. For those driving without Autopilot but with our active safety features, we registered one accident for every 2.19 million miles driven. For those driving without Autopilot and without our active safety features, we registered one accident for every 1.41 million miles driven. By comparison, NHTSA’s most recent data shows that in the United States there is an automobile crash every 498,000 miles.
Vehicle Fire Data
Tesla vehicle fires are exceptionally rare events, and in some cases, there have been zero Tesla vehicle fires in a quarter. That means that an increase from one fire per quarter to two per quarter represents an increase of 100%. In order to avoid misinterpretation of these numbers and provide a meaningful comparison to industry data, Tesla will publish an update to vehicle fire data annually.
-->From 2012 – 2018, there has been approximately one Tesla vehicle fire for every 170 million miles traveled. By comparison, data from the National Fire Protection Association (NFPA) and U.S. Department of Transportation shows that in the United States there is a vehicle fire for every 19 million miles traveled.
In order to provide an apt comparison to NFPA data, Tesla’s data set includes instances of vehicle fires caused by structure fires, arson, and other things unrelated to the vehicle, which account for about 15% of Tesla vehicle fires over this time period.
News
Tesla sees sharp November rebound in China as Model Y demand surges
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
-->For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
Tesla bear Michael Burry got blunt with his beliefs over the company’s valuation, which he called “ridiculously overvalued” in a newsletter to subscribers this past weekend.
“Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time,” Burry, who was the inspiration for the movie The Big Short, and was portrayed by Christian Bale.
Burry went on to say, “As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots — until competition shows up.”
Tesla bear Michael Burry ditches bet against $TSLA, says ‘media inflated’ the situation
For a long time, Burry has been skeptical of Tesla, its stock, and its CEO, Elon Musk, even placing a $530 million bet against shares several years ago. Eventually, Burry’s short position extended to other supporters of the company, including ARK Invest.
Tesla has long drawn skepticism from investors and more traditional analysts, who believe its valuation is overblown. However, the company is not traded as a traditional stock, something that other Wall Street firms have recognized.
While many believe the company has some serious pull as an automaker, an identity that helped it reach the valuation it has, Tesla has more than transformed into a robotics, AI, and self-driving play, pulling itself into the realm of some of the most recognizable stocks in tech.
Burry’s Scion Asset Management has put its money where its mouth is against Tesla stock on several occasions, but the firm has not yielded positive results, as shares have increased in value since 2020 by over 115 percent. The firm closed in May.
In 2020, it launched its short position, but by October 2021, it had ditched that position.
Tesla has had a tumultuous year on Wall Street, dipping significantly to around the $220 mark at one point. However, it rebounded significantly in September, climbing back up to the $400 region, as it currently trades at around $430.
It closed at $430.14 on Monday.
Tesla appears to be making a change to its exterior side repeater cameras, which are used for the company’s Full Self-Driving suite, and other features, like Sentry Mode.
The change appears to be a potential upgrade in preparation for the AI5 suite, which CEO Elon Musk said will be present on a handful of vehicles next year, but will not be widely implemented until 2027.
Currently, Tesla uses a Sony sensor lens with the model number IMX963, a 5-megapixel camera with better dynamic range and low-light performance over the past iteration in Hardware 3 vehicles. Cameras in HW3 cars were only 1.2 megapixels.
However, Tesla is looking to upgrade, it appears, as Tesla hacker greentheonly has spotted a new sensor model in its firmware code, with the model number IMX00N being explicitly mentioned:
Looks like Tesla is changing (upgrading?) cameras in (some?) new cars produced.
Where as HW4 to date used exterior cameras with IMX963, now they (might potentially) have something called IMX00N— green (@greentheonly) December 1, 2025
Sony has not announced any formal specifications for the IMX00N model, and although IMX963 has been used in AI4/HW4 vehicles, it only makes sense that Tesla would prepare to upgrade these external cameras once again in preparation for what it believes to be the second hardware iteration capable of fully autonomous self-driving.
Tesla has maintained that AI4/HW4 vehicles are capable of self-driving operation, but AI5 will likely help the company make significant strides, especially in terms of overall performance and data collection.
Tesla last updated its exterior cameras on its vehicles back in early 2023, as it transitioned to the 5-megapixel IMX963. It also added additional cameras to its vehicles in January with the new Model Y, which featured an additional lens on the front bumper to help with Full Self-Driving.
Tesla’s new self-driving computer (HW4): more cameras, radar, and more
Tesla sees sharp November rebound in China as Model Y demand surges
Tesla bear gets blunt with beliefs over company valuation
