Hang on I'm still listening through it, just got out of their livestream.
Their live stream was also about the parade but wasn't particularly educational, since they can't show the actual photos they just cut out silhouettes of the parade items Pokemon style and try to guess what each was.
One thing from the podcast was their said there was one truck with two really boxy launchers. If that thing reminds you of DF-100/CJ-100 from the 2019 parade then you are on the right track, they are related. They liken it to the same concept but developed with latest technology and nick named it "DF-1000/CJ-1000". The implication seems to be it's a DF-100/CJ-100 type deal, but scramjet instead of ramjet.