Right, practically Tesla has ways to mitigate the effects of recalls preventing new vehicle sales, so that's something for them to balance how much effort, etc. Now that FSD Capability is no longer "Coming Soon," there have been factory software such as 2023.20.100.1 that included 11.3.6, so presumably Tesla is planning on getting 11.4.x and eventually 12.x merged to the factory versions. So relative to say Mercedes with potential recall affecting new sales (nationwide? with today's announcement $2500/yr subscription), the impact is still limited to how many people would buy cars with Drive Pilot vs all new Tesla vehicles that can get FSD Capability.Tesla can (as near as matters) instantly disable any FSD feature on the cars, so a NHTSA recall wouldn't prevent sales for any length of time
NHTSA probably also focuses its attention on Tesla's higher potential impact too where even if the actual recall "only" prevents sales of new vehicles, they probably know Tesla will do a fleet-wide update to improve the safety even for existing vehicles. So given their experience in regulating Tesla's driver assistance features, it seems likely they'll continue to do so for end-to-end and more automation.