The Core

The problem with all this news is that it just makes me want to keep my ICE vehicle longer.

My intuition tells me that in two years, Debbie's intuition will be telling her that you need to hold out 2-3 more years.

Debbie might be saying it in 5 years too. I would say she will be saying it every year until she's finally right. My sense is that before she's right with respect to real battery advances showing up in mass-market cars, it will be 6-12 years.

I would say 12 years based on the normal time to get something from the lab to mass market, but the appetite for this is so strong and the first-mover advantage so great, I think it will happen much faster. This isn't like, say, SSD drives replacing spinning platters.