I think this is right.... it's just really hard for me to look at what happened last night and see how running, say, Gretchen Whitmer or Josh Shapiro, changes much. Maybe a little on the margins, maybe Bob Casey wins the PA Senate seat if Shapiro is the nominee, but this was a referendum on the last four years of Biden, and I think any other candidates would have faced considerable headwinds in this environment.
Also, if Biden had stayed in, this would have been much much worse. I think the switch, even if she isn't the ideal candidate, did provide some energy that helped in downballot races.