Next-generation battery technology, in the form of either Sodium-Ion batteries, or Solid-State Batteries, are beginning to come into mass production.

For example: there’s also this Solid State Battery company winning Army contracts (https://www.businesswire.com/news/home/20220427005243/en/Army-Extreme-Battery-Group-Increases-Ion-Storage-Contract).

So we’re actually on the cusp of a dramatic improvement to battery technology. I do think that companies like Tesla could be left in the dust, especially if Tesla continues to invest into (last generation) 4680 Li-ion cells.

I don’t know which “next generation battery tech” will win. But there’s so many advancements over the past year that I can confidently say that “something” will displace Li-Ion (even LFP). I just don’t know if its Sodium or Solid State yet (or some other battery chemistry). But both Sodium and Solid State tech have improved to the point of seemingly mass production.