Investor Andy Lubershein argues military drones, not EVs, will drive next-gen battery development because the Pentagon will pay a premium for triple-density cells. AeroVironment holds a $1.1B funded backlog, Ondas posted 1,080% quarterly revenue growth, and Red Cat could benefit from improved battery density.
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Summary by ByteBrief
Factorial's Siyu Huang: Solid-state batteries could change EV game