Part 2/7:
Tesla is poised to change the way it reports its income, specifically regarding software revenue. Analysts speculate that the upcoming segregations in income statements will indicate profits from software operations. With the anticipated launch of Tesla's cyber taxi service, attention is directed toward how Wall Street will reevaluate Tesla in their financial models.
However, the speaker argues that this year might not yield the expected spike in Tesla's stock due to the gradual rollout and small pilot initiatives of robo taxis. Initial operations might only include a few hundred cyber taxis, thus failing to generate substantial immediate growth in stock value.