Key Takeaways
- Lars Moravy testified before the U.S. Senate Commerce Committee advocating for a federal framework on autonomous vehicles to replace patchwork state rules.
- This framework would reward innovation, boost U.S. manufacturing, and prevent falling behind rivals like China.
- Current state regulations slow AV progress by forcing companies to battle local legislators.
- Tesla’s Full Self-Driving (FSD) averages 5.1 million miles before a major collision, vs. human average of 699,000 miles.
- NHTSA data shows 94% of crashes due to human error, highlighting AV potential to reduce fatalities.
- Moravy addressed cybersecurity skeptics: No remote takeovers of Tesla vehicles due to core-embedded security and dual cryptographic signatures.
- Tesla commits to inclusive mobility via future Robotaxis for disabled, elderly, and blind individuals.
- Testimony emphasized geopolitical urgency and global benefits of U.S. AV leadership.
In a pivotal moment for the autonomous vehicle (AV) industry, Tesla’s Vice President of Vehicle Engineering, Lars Moravy, took the stage before the U.S. Senate Commerce Committee on February 4, 2026. During the hearing titled “Hit the Road, Mac: The Future of Self-Driving Cars,” chaired by Senator Ted Cruz, Moravy made a compelling case for a unified federal framework to govern AV development and deployment. ❶ ❷ Joined by witnesses from Waymo and the Autonomous Vehicle Industry Association, his testimony wasn’t just a plea—it was a wake-up call. With China racing ahead in AV tech, outdated state-by-state regulations are stifling U.S. innovation, safety advancements, and economic leadership. As a blogger who’s followed Tesla’s AV journey since the early Autopilot days, I see this as a defining crossroads. Let’s dive deep into the key points, backed by data, and explore what it means for the future of mobility.
The Regulatory Patchwork: A Major Roadblock to Progress
Moravy didn’t mince words: the current “patchwork of state-by-state rules” is slowing AV progress and forcing companies like Tesla to wage endless battles with local legislators just to test in controlled areas. ❸ ❹ Imagine trying to roll out a national product while navigating 50 different sets of rules—some states like California and Texas are AV-friendly, but others lag with stringent permitting, insurance mandates, and operational restrictions. ❺
Federal vs. State: A Clear Imbalance
- Federal Role: The National Highway Traffic Safety Administration (NHTSA) sets minimum safety standards, but lacks comprehensive AV-specific laws. No unified federal framework exists yet, leaving a vacuum. ❻
- State Dominance: Over 40 states have enacted AV legislation, covering testing, deployment, and safety reporting. This leads to inconsistencies—e.g., Arizona allows broad testing, while New York imposes heavy data-sharing requirements. ❼
- The Cost of Fragmentation: Companies spend millions on compliance, delaying scaling. Moravy argued a federal framework would standardize rules, reward safety data like Tesla’s, and streamline approvals.
My opinion? Congress must act swiftly. A federal preemption model, similar to aviation regs, could harmonize standards without stifling states’ rights on local ops. The Autonomous Vehicle Industry Association echoed this in their 2025 policy push. ❽
Tesla’s Full Self-Driving (FSD): Safety Stats That Speak Volumes
At the heart of Moravy’s pitch was Tesla’s real-world data. Tesla vehicles with FSD engaged average 5.1 million miles before a major collision—over 7x safer than the human average of 699,000 miles. This aligns with Tesla’s latest Vehicle Safety Report, which compares FSD (Supervised) collision rates to manual driving, showing consistent outperformance. ❾ ❿
Breaking Down the Numbers
| Metric | Tesla FSD (Supervised) | Human Drivers (US Avg) | Improvement Factor |
|---|---|---|---|
| Miles per Major Collision | 5.1 million | 699,000 | 7.3x safer ⓫ |
| Miles per Crash (Q2 2025) | Varies by engagement | 963,000 (no Autopilot) | Up to 10x on highways ⓬ |
| Fatality Rate Comparison | Lower than US avg of 1 per 94M miles | Baseline | 38% safer with Autopilot ⓭ |
Moravy reinforced this with NHTSA’s longstanding stat: 94% of crashes stem from human error—distraction, impairment, or poor decisions. ⓮ ⓯ AVs like FSD could slash fatalities (over 40,000 annually in the US) by addressing this core issue.
Caveat from Recent Data: While impressive, NHTSA’s latest on Tesla robotaxis shows higher incident rates in early unsupervised trials—up to 9x human rates in some metrics. ⓰ This underscores the need for federal oversight to validate and scale safely, not hinder it.
Insight: Investors and policymakers should demand transparent, telematics-based reporting. Tesla leads here with billions of miles of data—others like Waymo must catch up.
Cybersecurity: Dispelling the Myths
Skeptics raised hacking fears during the hearing, but Moravy fired back: “No one has ever been able to take over control of our vehicles.” Tesla’s architecture features a core-embedded central layer inaccessible from external connections and dual cryptographic signatures from two individuals. ⓱
Tesla’s Multi-Layered Defenses
- Sentry Mode & Cabin Camera: Monitors surroundings and interiors. ⓱
- PIN to Drive & Intrusion Sensors: Prevents unauthorized access.
- OTA Updates & Encryption: Regular patches and secure server comms. ⓲
- Bug Bounty Program: Rewards ethical hackers—no warranty voids for good-faith research. ⓳
Vulnerabilities exist (e.g., 2024 TPMS flaw), but none have enabled remote control takeover. ⓴ A federal framework could mandate such standards industry-wide.
Advice for buyers: Enable all security features and use strong app credentials. Tesla’s edge here builds trust for Robotaxi fleets.
Inclusive Mobility: AVs for All
Moravy highlighted Tesla’s commitment: “We are committed with our future products and Robotaxis to provide accessible transportation to everyone.” This targets the disabled, elderly, and blind—groups underserved by current transit.
- Robotaxi Potential: Unsupervised fleets could offer 24/7, affordable rides.
- Global Impact: Beyond U.S., AVs could transform mobility in developing regions.
Opinion: This is AVs’ moral imperative. Pair it with federal incentives for accessibility features.
Geopolitical Urgency: Don’t Let China Win the Race
Moravy warned that without updates, the U.S. risks falling behind China in AV leadership and manufacturing. Testimony blended safety proofs with a call to “maintain its position in global technological development.”
China’s Baidu Apollo and Pony.ai are deploying at scale—U.S. must match via federal innovation rewards.
My Expert Take: Action Items for Congress and Industry
As an AV enthusiast, Moravy’s testimony is spot-on. Pros: Data-driven, visionary. Cons: Needs broader industry buy-in (Waymo pushed back on some points).[21]
Advice:
- For Lawmakers: Pass the SELF DRIVE Act revival—federal preemption with safety baselines.
- For Tesla/Competitors: Share anonymized data via NHTSA portal.
- For Consumers: Advocate locally, test FSD responsibly.
- Investors: Bet on AV enablers like compute chips.
The future? By 2030, Robotaxis could add $10T to global GDP. But only with federal green lights.
What do you think—federal now or state evolution? Comment below!