In my last post I mentioned this data analysis GOP pollster and consultant Pat Ruffini has put together looking at Senate polling going back through the last four cycles, so 2018 through 2024. Ruffini is a very partisan Republican in all the meanings of that word. But I think of him as broadly reliable when it comes to compiling and analyzing hard data. His analysis, probably not surprisingly, shows that polling in aggregate over-estimated Democrats in each cycle. Needless to say, there’s a lot of “cope” in this analysis, reassuring fretful Republicans that it’s not as bad as it looks. But I was curious because this at least broadly matches with my observations. Not always but more often than not.

You can read the analysis here. You have to subscribe to his Substack to read the whole thing. But you can get the gist before you get to the paywall. I’ve reached out to several polling analysts whose judgment I trust to get their sense of the analysis. So perhaps I’ll have more to say based on any responses.

In any case, here are the main takeaways.

Today I’m going to discuss two tidbits from the world of polling. In a second post I’m going to discuss an interesting and, for Democrats, somewhat chastening look at the last four cycles of Senate polling compiled by GOP pollster/consultant Pat Ruffini. But first some stunning news today about an out-of-nowhere polling outfit called Median Strategies. They polled a number of races but their survey showing DSA-backed Wisconsin gubernatorial candidate Francesca Hong with a 23-point lead got the most attention. Today the firm announced it is ceasing operations, says it withdrawing all its previous polls and says they should not be treated as “genuine polling data.”

They then go on to make this almost unbelievable statement: “Median Strategies was created as a short-term social experiment examining how purported polling information could enter and spread through the political information ecosystem wihtout independent verification.” They then follow with a “Thank you for your understanding.”

Here is an update on a story you may not yet have heard of. It manages to be at once fascinating, deeply disturbing and a perfect living metaphor of our age. AI models are vulnerable to something called “model collapse.” In the early days of LLM-based AI there was a seemingly limitless store of online content to train it on. But that’s mostly been used up. Meanwhile, a rapidly growing percentage of online content is produced by AI. If you try to train AI on the product of AI it’s a bit like locking a person in a sealed room and watching them slowly suffocate as they breath in the product of their cellular respiration (CO2) rather than the fuel (oxygen) that makes the body function. Not a perfect analogy but you get the idea. This has made the creators of AI increasingly desperate in their search for new artifacts of human intellection — a phrase I heard once from the great Chaucer scholar John V. Fleming who died this past May — to feed into large language model AI systems.

The solution? Physical books published before 2022. You can guarantee as a matter of absolute certainty that whatever their quality, their merits, whatever they’re about, they are the product of human minds.

It’s relatively easy to scan a book without damaging it. But if you’re doing it at scale the costs of scanning and digitizing a book’s contents without damaging it are vastly higher. So what AI companies appear to be doing is buying up books, cutting off the spines, feeding them into industrial scale scanners and then throwing away.

With the growing attention being given to Trump handler/confidante Natalie Harp, I looked up this November 2024 Times article which captures some of the relationship …

“You are all that matters to me,” she wrote in one of the letters, which were seen by The New York Times. The letters’ authenticity was confirmed by two people with direct knowledge of them.

“I don’t ever want to let you down,” Ms. Harp wrote, thanking Mr. Trump for being her “Guardian and Protector in this Life.”

In another letter, she told Mr. Trump that she wanted to get back to “that synergy” she used to have with him, where “we’d talk about everything and nothing.”

“I want to bring you joy,” she wrote, “to feel like we can get through a day without ever having to talk ‘work.’”

At the White House, Ms. Harp is likely to serve a role unlike any presidential adviser in modern history.

Given that Natalie Harp is not only a conventionally attractive women but also Trump’s type, there’s an obvious and understandable inclination to imagine that they are involved in a sexual relationship. Perhaps they are. But my best guess is that the relationship is more akin to an emotional support pillow/blanket. If they are having an affair, mostly who cares? There are so many other higher priority dangers this rapidly-fading, degenerate man-child poses to our country and our future. If he’s receiving some kind of emotional soothing from Harp in whatever form better he get it there than from invading more countries.

The more public-relevant issue with Harp is that she appears, from pretty credible reporting, to be a key vector for Trump’s incoming and outgoing information. She notoriously carries with her a portable printer and batteries so she can print out flattering press coverage. If you’re familiar with Trump’s Truth Social feed it’s clear that he frequently bases new de facto policies, attacks, demands … what have you, on things that come from far-right sites or absurd Twitter threads. So like new claims of vandalism, justifications for his actions that need new rationales. There’s this feedback loop of randoms trying to come up with justifications, arguments, new forms of retaliation. Then Trump sees them adopts them as his own. They’re no less stupid or dangerous or absurd but like Frankenstein’s monster they become real, if no less disfigured, when he brings them to life and invests them with the power of the American presidency. Harp seems to be the vector for a lot of that. Reporting also suggests that when he fires off new demands or threats or whatever else it’s often Harp who is clicking “send”.

Needless to say there doesn’t appear to be any shortage of sycophantic idiots in the second Trump White House. She may simply have taken over some of the role once occupied by Dan Scavino who has now ascended to bigger things. So it’s not like she’s the problem. Perhaps more like she’s the current executor or actuator of the problem. In any case, she’s an important figure beyond just rumor and jokes.

This probably won’t get the attention or, frankly, outrage that it deserves because it’s kind of technical. But it’s stunning and a ‘Caligula making his horse a senator’ kind of craziness, as revealed in a new report from The Washington Post.

The US is in the process of transitioning from the Nimitz class to Ford class aircraft carriers. The USS Ford is already in service. I think one other Ford class ship is in the testing phase. (For clarity, the class of ship takes its name from the first shape in production. So there’s a USS Ford and then a Ford ‘class’ of ships which follow the same design.) The tower on the Ford class ships is swept toward the back of the ship. That has some safety advantages but it also creates a much longer launch and storage area. President Trump has decided that he prefers the look of the World War II era battleships where the tower is in the middle of the ship. And he is pushing the Navy (and considering ordering the Navy) to move the tower forward on the Ford class ships. This comes after Trump just a few days ago ordered the Navy to go back to steam-powered catapults (the thing that hurls the planes forward off the ship for takeoff) from the new electromagnetic catapults. He apparently wants to do this because he once talked to a catapult operator who told him the old kind was better.

I had a couple conversations today which turned on the role of private equity in today’s economy and the importance of business models that align with a company’s purpose. Both of them were relevant to our soon to be completed drive for the TPM Journalism Fund. In the new episode of the TPM Social Club podcast Joe Ragazzo and TPM head of product Derick Dirmaier talk about the impact of private equity on sports. This involves caricatures of course but I think of Venture Capital and Private Equity as sort of twin players, often with perverse and deleterious effects on the lives of companies, the first on the ascent of the rocket, the second on the descent. Both have had deeply negative impacts on the news and journalism industry. In both cases that’s because scale and market dominance don’t play the same role in the news business as they do for social media or the production of widgets and many other kinds of business. Most require being rooted in the lives of particular communities, often geographical communities, or having a more than transactional relationship with an audience.

A follow up to last night’s post on Mike Huckabee, now U.S. Ambassador to Israel. Axios reports that Donald Trump is pretty conspicuously declining to endorse Benjamin Netanyahu for Israel’s October election. I would be remiss I didn’t explicitly note that it is unprecedented and outrageous that a U.S. president is even considering a formal endorsement in the election of an allied country. They’ve often had preferences of course. But we used to have respect for the internal affairs of foreign governments, especially allied ones. In any case, we don’t now. And here we are.

This appears to be part of Trump’s deliberate move away from Israel and the closely related annoyance that Israel continues to complicate his other priorities, which are one part conventional geopolitics and one part corrupt deals with various Gulf States. But there’s another factor Axios points to which we’re familiar with from the U.S. endorsement game. Netanyahu’s polls look bad. And Trump doesn’t want to back a loser.

Here’s something to keep a close eye on. Mike Huckabee, who as part of Trump’s fun house diplomacy is now the U.S. ambassador to Israel, went on X yesterday and called the siege of a Palestinian family’s West Bank home by a group of Israeli settlers a “horrific act of terror.”

Now what’s happening there is that and worse. In many ways, what’s been happening in the West Bank for the last year and a half is worse than what is happening in Gaza, though the death toll is orders of magnitude less. But this doesn’t sound like Huckabee. He’s one of the biggest supporters of the settler movement and the most violent and nationalistic parts of it.

So what’s up here?

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I noted a few days ago how many of the news stories of the day are knock-on effects of earlier episodes of Trump’s cupidity or grandiosity. Airport Food Truck-Gate goes back to the wildly corrupt and unconstitutional personal gift of a plane; the Reflecting Pool prosecutions go back to his whim and rushed decision to make the bottom of the Reflecting Pool blue and then the way in which he was embarrassed when his no-bid contractors messed it up. I want to return to one aspect of the plane story.

Yes, it’s corrupt, silly, stupid, etc. But Trump got the gift from the royal family of Qatar. Qatar isn’t any gulf state. It’s not UAE or Saudi or Kuwait. Qatar’s regional brand, their niche in the complex geopolitics of the Gulf, is that they’re close to both sides. They host a U.S. military base. They have decent relations with the U.S. They also have close relations with Iran. They were until recently the host of Hamas.

Over the last few days as we’ve been discussing Francesca Hong’s campaign, Thanksgiving abolition and “defunding the police,” I’ve made the same argument a number of times — most recently with TPM Reader AB whose email dispatch you can read below. I wanted to share it with you because it informs my way of understanding these things.

After Zohran Mamdani won the Democratic primary last year, there were so many powerful people eager to take him down and so many ways it would be easy to do it. It’s very, very challenging to navigation the transition from a lefty/social democratic/identity politics milieu to a broader society-wide electorate. Obviously New York City is a very blue city. It’s not Wisconsin or Michigan, let alone Texas or Ohio. But the same general point remains. It’s an incredibly challenging needle to thread, one that requires immense, innate political skill. Mamdani fielded all the standard attacks, some fair, some very unfair, and again and again he was able to finesse them. This, to me, was the biggest signal. He’s an immense political talent. Some have it; most don’t; he does.

Of course I have my own issues with him on Israel/Palestine. But even on that issue, perhaps especially on that issue, I saw how he was able to navigate a super challenging electoral thicket. Again and again.

Which brings me to Francesca Hong.

From TPM Reader AB …

I am but one anecdotal data point from Wisconsin, but as a politically engaged liberal in Madison, I’ve had plenty of conversations in the last week that align with your suppositions of how Crowley won.   

While I don’t really identify as a Socialist, I am highly motivated to support ‘socialist’ projects and see them implemented.  I put ‘socialist’ in quotes, because public education, fire dept, and public libraries are all socialist projects — but also pretty basic services. 

That said, for much of the primary, I was all in for Hong — she campaigned relentlessly and leveraged social media deftly, and she was meeting the moment with the piss and vinegar and fight that so many of us crave in this moment. She was also the first and only candidate on the Dem side to take a stand on Data Centers, calling for a 1 year moratorium (ironically, the only candidate in the gubernatorial race to support a 100% ban on data centers was Tom Tiffany’s opponent in the Republican Primary, Andrew Manske). 

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Having discussed the results and prediction markets, let me address a different question I saw brought up last night. If the polls have been this wildly off in Wisconsin and Michigan, how can we be confident that Democrats are set for a banner showing in November?

The best answer to this is that you shouldn’t be confident, or, at the very least, certain of anything. But the comparison is mostly apples to oranges. Midterm elections are fairly high turnout affairs and we have lots of historical data about turnout patterns. So the composition of the electorate is fairly predictable. Fairly. Primaries are quite different. It’s a bit like saying you have a hundred kids who are going to be in the school lunch room — a table with the jocks, one with the nerds, one each for the goths (dating myself), the richies and the stoners — and they’re going to vote for student body president. But now let’s say only 20 students are going to show up. It’s a very different result if it’s the goths and nerds who show up vs. the jocks and the richies.

We went late into the evening waiting for absentee ballots in Milwaukee County last night. But Milwaukee County executive David Crowley will become the Democratic nominee for governor in Wisconsin, despite it seeming like a certainty that Francesca Hong would be the winner. As of yesterday, every recent poll had shown Hong at least 20 points ahead. The two most recent public polls had her 22 and 25 points ahead. (The most recent poll from Crowley’s own camp showed Hong 19 points ahead!) We’ll come back to the question of why these polls have been so wildly off. But there was a different casualty from the night’s results that I personally enjoyed witnessing because it’s a hobbyhorse or pet peeve of mine — and it seems to be as well of the numbers crunchers/data nerds whose Twitter feeds I watch on elections night. I’m talking here about the “prediction markets.”

John Light has a run-down of results from last night’s major primaries in South Carolina, Wisconsin and Minnesota in this morning’s Brief. The evening saw DSA-backed progressive Francesca Hong lose her bid to become Wisconsin’s Democratic gubernatorial candidate in an upset, prominent election denier Mike Lindell lose his own gubernatorial bid in Minnesota, and more surprises.

Check out John’s post for the TLDR on a busy primary night.

The Democratic Wisconsin governor’s primary is looking a bit like a replay of the near upset in Michigan but with a twist. It looks like the more conventional Democrat (Crowley) is going to beat the progressive insurgent (Hong).

It’s too close to call. But as of about 10:15 p.m. ET it doesn’t look like Francesca Hong is getting the number of votes in the counties she needs them in to win. The current totals show David Crowley with less than a one point margin. But if you look at where the votes are coming from and how many have been counted, it’s probably not that close. One potential wildcard is that if this is really close, Milwaukee County, counts its absentee ballots last, and a non-trivial number were likely cast before Crowley even got back into race. So who knows how that would play out. Assuming Crowley wins this is going to launch a complicated debate about the degree to which this was a pretty gargantuan polling error vs. whether there was just a big, big consolidation of the vote for Crowley in the final days. Either way, the odds currently seem to favor Crowley.

Meanwhile, and as expected, the Trump-backed election denier Rep. Tom Tiffany (R-WI) — who was really a major over-achiever about his 2020 election denialism, both voting against certifying President Biden’s win in key states and signing on to a failed lawsuit to overturn the results in his own — easily won the Republican nomination for governor in Wisconsin tonight. Khaya Himmelman has more on his devotion to the cause here.

Update 10:31 PM ET: The current results and where the race is likely to end up have tightened a bit. But what looks to be the remaining vote still seems to favor Crowley, just less clearly.

Update II 11:03 PM ET: This race has gotten much, much tighter. The result is much more in doubt. It looks like it will come down to absentee ballots in Milwaukee County, with the uncertainty created by Crowley briefly not being in the race.

Late-Sen. Lindsey Graham’s (R-SC) sister Sen. Darline Graham Nordone (R-SC) and Rep. Ralph Norman (R-SC) will both advance to an Aug. 25 runoff to determine which Republican will appear on the ballot in November to replace Graham after his unexpected death earlier this summer. The Associated Press projected Graham’s sister would advance early in the night, but it was unclear if Norman or Rep. Russell Fry (R-SC) would clear the hurdle until moments ago when the AP determined Norman would advance as well. None of the candidates were able to secure the majority of the vote to avoid a runoff.

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Just a short time ago TPM reporters Layla Jones and Josh Kovensky exclusively published the new draft rule by which the Trump White House aims to violate the Constitution by changing who gets counted in the federal census and thus the number of representatives allotted to each state. It aims to drastically shift power to smaller and more rural states — in other words, the MAGA heartlands.

It’s a great piece and builds on topics TPM has followed closely for 25 years.

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It’s sitting right there in front of us. But it’s still worth noting. The political stories of the moment are heavily geared to the long-tail effects of Donald Trump’s antic and ego-driven escapades: the decision to make the Reflecting Pool “American flag blue”; the eagerness to get a plane as a present (which he could take home with him after his presidency) from the royal family of Qatar. There are countless examples. In each case, the initial driver is the president’s personal cupidity and grandiosity, things which have no relation to any aspect of public policy or really any public support. They begin unknown and pretty quickly end up unpopular. He does them because he can, with the Supreme Court having removed basically all of the immediate brakes on a president’s power. But those initials gambits — the hunger for gifts and cash prizes — lead to bad news stories, legal impediments, or often technological snafus. Those in turn lead to embarrassment, anger, outbursts which repeat the process of bad news stories, legal impediments or technological snafus.