Adrian Yao, founder of Stanford's STEER program and board member of EnPower, delves into the potential of sodium-ion batteries. He highlights their cost-effectiveness and supply chain stability compared to lithium-ion counterparts. While addressing misconceptions about safety, Adrian discusses the significant challenges of energy density and cost competitiveness. He also explores how manufacturers might shift to sodium-ion and contrasting investment strategies between China and the West, shedding light on future market dynamics.