China has built the world's largest battery industrial system, and manufacturers are capturing a growing global market share. The industry is entering a new phase--one shaped by solid-state batteries, recycling, and increasingly fierce global competition. At the same time, Tesla is also pushing its EV story forward, launching limited driverless ride-hailing services in Austin, Texas, with its Cybercab. The vehicles have no steering wheel or pedals. As batteries, AI, and autonomous driving converge, where will the next competitive edge in the global EV industry come from?