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One of Munster’s most striking takeaways is Tesla’s formidable cash reserves. The company reported $41 billion in cash, a figure he emphasizes as "well-funded." This tally has increased by $4 billion sequentially, underscoring Tesla’s ability to generate cash flow while pursuing ambitious projects.

For context, Musk compares Tesla's liquidity with legacy automakers: General Motors and Ford each hold approximately $23 billion, making Tesla’s cash reserves nearly double combined. This financial strength is crucial because Tesla’s future vision — involving AI-driven autonomous networks, humanoid robots, and expansive energy storage infrastructure — is incredibly capital-intensive.