So how many months and how many miles went by without a single incident? Two in one month would mean something if it were the first month the cars were on the road.
I'm not an expert in statistics, but I don't think this is quite true. If you have a "fair" coin and toss it 99 times and 99 times it comes up heads, the odds are still 50% that the next toss will come up tails. So that no fires happened for the first 10-12 months and now happened twice the same month doesn't mean the recent occurrences are freaks - it could be the initial stretch was a freak.
And then you have to factor in the known variables. In the first months there were only a small number of cars on the road - as each month goes by not only have more cars been put on the road, but the rate at which they're entering the roads is increasing. There could be other factors as well - as drivers get used to their Teslas and overcome range anxiety, and as more chargers and super chargers come online, more people are taking more trips on roads they don't normally travel.
The Model S design is akin to putting a small gas tank in the chassis of the car. I don't think any ICE car company does that. Yes, there's a 1/4inch of steel helping protect it, but from the first accident we know that steel armor can be penetrated by running over something, and the latest appears (yes, I'm jumping the gun here) to be similar. Perhaps there's something about speed and leverage that creates the enormous vertical forces needed to reach the battery. It'll be interesting to read the detailed mechanics of what happened in the latest fire.
Perhaps someone with more statistics knowledge than myself can weigh in here. I do remember reading this:
The Three Door Puzzle - A Probability Question And Answer and not believing it, so perhaps I should run the example with some friends. It says that if you get to choose 1 door out of 3 and then Monty shows you one of the other doors and asks if you want to change you choice, statistics says you should, even though it doesn't feel like it would help.This isn't applicable to the Model S fires, but my point is that statistics aren't always obvious.