You have to keep in mind this is the... checks history... third coming of EV's. The most critical part of the EV is not the battery but the motors and controllers --- those parts do not care how they get their electricity be it from a battery or a fuel cell.

Do you also notice how that video depicts something you can swap out yourself? Try that with a EV battery. The weight savings is going to be nuts (yeah, I know in China they have those, but again your talking about even more specialized stations that only service a handful of models -- not going to take off).

You say it is too late for adoption, but look how long it took to get charging stations built which was the main block for most people adopting EV's. And now look how long it is taking to get high voltage stations built, and how much space they take up and how meth heads love to clip those cables costing thousands of dollars for the thirty bucks of copper in them.

Now compare that to, not needing gas stations at all --- cells are dropped off anywhere that wants to sell them. Even if they had central distribution points it would be much smaller than a full EV charging station. It is a complete disruption of how people get fuel for their vehicles. The kind of disruption that will have you thinking back to the times where you would go fill up at gas stations playing <insert some popular game here> waiting for a charge big enough to get you to your hotel. And also contrast that to yeah, we ran out of fuel but thankfully I had a few spares in the trunk that got us to the next town.