I had the same thought. But a couple things come to mind. I believe they said in the call they want to spend $10B in CapEx next year. Ye gads, that's a lot to blow in one year. So suddenly that $29B cash on hand doesn't look so excessive. Or egregious. This sounds to me like the year of planting enough seeds for a MASSIVE harvest.
Second, the US still lags greatly on charging infrastructure. There are 2 aspects to this of course: road trip (DCFC/Superchargers), and L2/overnight chargers. We are so incredibly lacking on L2 charging here that flooding the market with a bunch of EVs that apartment dwellers can afford would create more problems, more actual bad experiences, and overcrowd those chargers that we DO have, making EVERYONEs experience worse. This slows adoption, which hurts the mission.
There is an ideal ratio between increasing car volumes and increasing charging locations. We don't know the ratio, but Tesla has enough data to make a good stab at it, and they likely have.
We have seen some actions from them, reported in this thread.
Tesla has made huge deals in L2 charging in things like hotel chains. They have made software/bookkeeping enhancements to allow big businesses like that to oversee large L2 charger banks. They can't go to every mom & pop apartment complex, but it is worth their time to talk to massive chains, and they have been.
On the DCFC end, they continue to increase the already exponential curve of installations (supercharge.info has a good graph of this), but throwing money at that only goes so far. The major delays seem to be "permitting" and connection to the local grid, which rely on outside-of-Tesla timelines.
TL;DR
Tesla must fight on all fronts at once and in Balance: slow charge, fast charge, vehicle volumes...or things get out of whack and the mission slows.