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Tesla Model Y mishap shows urgent need for aggressively better quality control
Tesla currently stands at the top of the auto market, and for good reason. Its vehicles provide an experience unlike any other, their performance is incredible for their price, and their tech is top-notch. Yet as the company pursues its target of delivering 500,000 cars this year, something is becoming evident: Tesla needs to aggressively emphasize its quality control, especially with regards to the Model Y.
Just recently, EV enthusiast u/Indescribables shared a verified anecdote at the r/TeslaMotors subreddit, stating that their new all-electric crossover lost its glass roof while they were driving in California’s 238 highway. According to the Tesla owner, he and his dad started noticing some wind noise inside the cabin while they were driving. They initially thought that a window had been open, but before they could check, the Model Y’s entire glass roof reportedly got blown off.
After overcoming the initial shock of the incident, the pair drove back to the Tesla delivery center. Upon inspection, the manager at the Tesla location reportedly noted that the incident was caused by either a faulty seal on the glass roof, or someone from the factory forgot to seal the roof on. The new Tesla owners were then given a loaner as well as the option to repair or replace the Model Y. The pair declined a repair, instead opting to have the vehicle replaced.
So Tesla’s quality control is really bad. Our brand new model y’s entire roof just fell off from r/teslamotors
Granted, such an account is strictly anecdotal, but it does highlight a notable point of improvement for Tesla. As the company grows, after all, the electric car maker must make it a point to ensure that its quality control matches its pace of innovation. This ensures that every new Tesla owner gets to experience the same type of experience that has inspired such a strong and dedicated following for the company and its CEO, Elon Musk. This becomes challenging if some vehicles end up leaving the factory without being properly checked for potential build issues.
This is especially notable with this recent Model Y mishap, since Elon Musk himself has proven in the past that he is not content with Tesla making cars that have subpar build quality. During the middle of the Model 3’s “production hell” in 2018, reports were abounding that some vehicles being delivered to customers were not up to par in quality compared to the company’s previous cars like the Model S. Musk then sent a letter to Tesla employees calling for vast improvements in build quality. Musk’s intent was clear.
“We will keep going until the Model 3 build precision is a factor of ten better than any other car in the world. I am not kidding… Our car needs to be designed and built with such accuracy and precision that, if an owner measures dimensions, panel gaps, and flushness, and their measurements don’t match the Model 3 specs, it just means that their measuring tape is wrong,” Musk wrote.
Tesla Convertible???
The improvements in the Model 3’s build quality did not happen overnight, but once the company was able to get better, even legacy auto veterans could not deny that the all-electric sedan was being built with world-class standards. Longtime GM executive Bob Lutz, who is typically critical of Tesla, pretty much threw in the towel when he encountered a Model 3 in the wild. The following excerpt from a post Lutz shared on Road and Track explains his observations best.
“When I spied a metallic-red Model 3 in an Ann Arbor parking lot, I felt compelled to check it out. I was eager to see the oft-reported sloppy assembly work, the poor-fitting doors, blotchy paint, and other manifestations of Tesla CEO Elon Musk’s ‘production hell’ with my own eyes.”
“But, when next to the car, I was stunned. Not only was the paint without any discernible flaw, but the various panels formed a body of precision that was beyond reproach. Gaps from hood to fenders, doors to frame, and all the others appeared to be perfectly even, equal side-to-side, and completely parallel. Gaps of 3.5 to 4.5mm are considered word-class. This Model 3 measured up,” Lutz wrote.
What is rather interesting is that Tesla, especially the Model 3, enjoys widespread support from its consumer base. A thorough study from Bloomberg which polled 5,000 Model 3 owners found that buyers of the all-electric sedan were extremely happy about their cars despite the occasional cosmetic issue. Almost 99% of Model 3 owners remarked that they would recommend the car to friends and family. These are remarkable results, and it speaks volumes about the disruption that Tesla is really bringing to the auto market.
But the company could do better. Adopting a more aggressive quality control system is one way to do this.
Tesla has grown at a pace that is almost unprecedented, transitioning from a maker of premium cars like the Model S and Model X to a mass-market automaker that produces the Model 3 and Model Y in but a few years. With this transition came challenges, as evidenced in the well-documented “production hell” that Tesla experienced during the initial Model 3 ramp. The company has since overcome its quality issues with the Model 3, but it appears that the same pattern is somewhat happening with the Model Y’s ramp. This has to improve.
Considering the company’s goals, from its 1-million-vehicle-per-year target and more importantly, its mission, Tesla must simply not tolerate errors such as releasing a vehicle without proper glass roof sealant to delivery centers. These errors must be beneath Tesla’s Fremont plant at this point, especially since cars from the company’s China factory, Giga Shanghai, have been heavily praised for their build quality, as per data from Chinese quality complaint company CheZhiWang.
Elon Musk
Tesla CEO Elon Musk drops massive bomb about Cybercab
“And there is so much to this car that is not obvious on the surface,” Musk said.
Tesla CEO Elon Musk dropped a massive bomb about the Cybercab, which is the company’s fully autonomous ride-hailing vehicle that will enter production later this year.
The Cybercab was unveiled back in October 2024 at the company’s “We, Robot” event in Los Angeles, and is among the major catalysts for the company’s growth in the coming years. It is expected to push Tesla into a major growth phase, especially as the automaker is transitioning into more of an AI and Robotics company than anything else.
The Cybercab will enable completely autonomous ride-hailing for Tesla, and although its other vehicles will also be capable of this technology, the Cybercab is slightly different. It will have no steering wheel or pedals, and will allow two occupants to travel from Point A to Point B with zero responsibilities within the car.
Tesla shares epic 2025 recap video, confirms start of Cybercab production
Details on the Cybercab are pretty face value at this point: we know Tesla is enabling 1-2 passengers to ride in it at a time, and this strategy was based on statistics that show most ride-hailing trips have no more than two occupants. It will also have in-vehicle entertainment options accessible from the center touchscreen.
It will also have wireless charging capabilities, which were displayed at “We, Robot,” and there could be more features that will be highly beneficial to riders, offering a full-fledged autonomous experience.
Musk dropped a big hint that there is much more to the Cybercab than what we know, as a post on X said that “there is so much to this car that is not obvious on the surface.”
And there is so much to this car that is not obvious on the surface
— Elon Musk (@elonmusk) January 2, 2026
As the Cybercab is expected to enter production later this year, Tesla is surely going to include a handful of things they have not yet revealed to the public.
Musk seems to be indicating that some of the features will make it even more groundbreaking, and the idea is to enable a truly autonomous experience from start to finish for riders. Everything from climate control to emergency systems, and more, should be included with the car.
It seems more likely than not that Tesla will make the Cybercab its smartest vehicle so far, as if its current lineup is not already extremely intelligent, user-friendly, and intuitive.
Investor's Corner
Tesla Q4 delivery numbers are better than they initially look: analyst
The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.
Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear.
Munster shared his thoughts in a post on his website.
Normalized December Deliveries
Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.
“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.
“For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.“
Tesla’s United States market share
Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States.
“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter. For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.
“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.“
Elon Musk
Tesla analyst breaks down delivery report: ‘A step in the right direction’
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026,” Ives wrote.
Tesla analyst Dan Ives of Wedbush released a new note on Friday morning just after the company released production and delivery figures for Q4 and the full year of 2025, stating that the numbers, while slightly underwhelming, are “better than feared” and as “a step in the right direction.”
Tesla reported production of 434,358 and deliveries of 418,227 for the fourth quarter, while 1,654,667 vehicles were produced and 1,636,129 cars were delivered for the full year.
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Interestingly, the company posted its own consensus figures that were compiled from various firms on its website a few days ago, where expectations were set at 1,640,752 cars for the year. Tesla fell about 4,000 units short of that. One of the areas where Tesla excelled was energy deployments, which totaled 46.7 GWh for the year.
🚨 Wedbush’s Dan Ives has released a new note on Tesla $TSLA:
“Tesla announced its FY4Q25 delivery numbers this morning coming in at 418.2k vehicles slightly below the company’s consensus delivery estimate of 422.9k but much better than the whisper numbers of ~410k as the…
— TESLARATI (@Teslarati) January 2, 2026
In terms of vehicle deliveries, Ives writes that Tesla certainly has some things to work through if it wants to return to growth in that aspect, especially with the loss of the $7,500 tax credit in the U.S. and “continuous headwinds” for the company in Europe.
However, Ives also believes that, given the delivery numbers, which were on par with expectations, Tesla is positioned well for a strong 2026, especially with its AI focus, Robotaxi and Cybercab development, and energy:
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026. We look forward to hearing more at the company’s 4Q25 call on January 28th. AI Valuation – The Focus Throughout 2026. We believe Tesla could reach a $2 trillion market cap over the coming year and, in a bull case scenario, $3 trillion by the end of 2026…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
It’s no secret that for the past several years, Tesla’s vehicle delivery numbers have been the main focus of investors and analysts have looked at them as an indicator of company health to a certain extent. The problem with that narrative in 2025 and 2026 is that Tesla is now focusing more on the deployment of Full Self-Driving, its Optimus project, AI development, and Cybercab.
While vehicle deliveries still hold importance, it is more crucial to note that Tesla’s overall environment as a business relies on much more than just how many cars are purchased. That metric, to a certain extent, is fading in importance in the grand scheme of things, but it will never totally disappear.
Ives and Wedbush maintained their $600 price target and an ‘Outperform’ rating on the stock.
Tesla CEO Elon Musk drops massive bomb about Cybercab
Tesla Q4 delivery numbers are better than they initially look: analyst
