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Analysis

TSLA — First Europe FSD Supervised Safety Data · 5.2× Safer Than Humans

Published · Updated · By Investus editorial desk (SUNRYU Partners)

Tesla EU · Sawyer Merritt: first EU FSD (Supervised) safety data · 5.2× fewer collisions than humans · 8.5× safer on highway · Q3 expansion to France/Denmark/Belgium · data covers Apr 10-Jul 28, 2026.

TSLA — First Europe FSD Supervised Safety Data · 5.2× Safer Than Humans

EU FSD Safety Data Detail

Tesla Europe/ME + Sawyer Merritt on Q2 FSD (Supervised) first safety data:

- **Overall**: 5.2× fewer collisions than humans

- **Highway**: 8.5× safer (FSD 49,394 km/collision)

- **Auto Emergency Braking (AEB) events**: 13.4× fewer

- **Pedestrian braking events**: 9.2× fewer

- **Lane keep events**: 7.1× fewer

- **Hard swerve events**: 7.6× fewer

- **Data period**: Apr 10-Jul 28, 2026

- **Coverage**: FSD-approved EU countries

Why This Data Matters

1. **First quantitative EU safety data**: Until now only US/China data · first EU-approved-country data

2. **Regulatory approval basis**: Quantitative basis for follow-on approvals (France/Denmark/Belgium)

3. **Multi-dimensional metrics**: Not just collisions but also AEB/pedestrian/lane/swerve — 7 metrics

4. **Competitive edge**: Waymo/Cruise also publish safety data but 5.2× gap exists

Q3 Expansion

Tesla Q3 target countries:

- France

- Denmark

- Belgium

Consistent with recent TCMV (EU FSD approval body) approval flow.

Combined With FSD Growth Metrics

Recent FSD flow:

- **7/25 report**: FSD miles 315M/day · exponential expansion from 28.8M months ago

- **7/27 report**: FSD v14.3.8 · v14 Lite 6th batch

- **Today**: EU 5.2× safer · Q3 3-country expansion · $6.5B licensing revenue (separate)

FSD expanding into US/China/EU multi-region, multi-platform story.

Watch Next

(1) France/Denmark/Belgium approval timing, (2) other EU countries (Germany/Italy/Spain/Netherlands) follow-on, (3) EU FSD attach rate data, (4) safety metric time evolution.

Sources & further reading

See the body and ticker IR links for sources on this note.

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Disclaimer

This article is editorial research for informational purposes only. It is not investment advice, a recommendation, or a solicitation to buy or sell any security, and does not guarantee any return. Markets carry risk of loss. Verify figures against the primary sources before making decisions.

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