Its a failure in the U.S. because the bet is on solid state batteries. Personally I won't take the EV plunge until they have those. The only exception for me to not wait would be the 10k BYD car. At that price point and it lasted 3 years i'd be happy.
Nobody in their right mind would put Na-ion batteries in an EV. The lawsuits would never stop. It would be worse than Asbestos lawsuits.
The constraints and priorities for EVs and grid storage are very different.
In a car it’s worth paying more for higher volumetric and gravitational density. For aircraft even more so.
For grid storage, physical space is usually not the largest issue. Cost of deployment, stability, and cycle life are bigger factors.