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Audio · 2026-06-29 · 1h 1m · 6 moments

Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028

(0:00) Nate Silver joins the pod! (10:02) California's ballot counting problem: Raman's late-mail surge, ballot harvesting claims, and why the US counts slower than India (25:18) Democrats' three-way civil war: The left, the abundance libs, and Newsom's "resistance lib" base (34:48) The winning 2028 playbook: Anti-oligarch messaging, why young men want control, and immigrants fleeing the Dems (45:48) How algorithmic social media entrenches polarization: Elon's X, filter bubbles, and the ✦ AI generated

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01
Claim

California's vote-counting system is completely unacceptable and a sign of atrophy, taking longer than India's, but there is no evidence of fraud in the late mail-in surge for Nithya Raman.

Nate Silver argues California's election system is accurate but unacceptably slow, and that late mail-in surges favoring Democrats are predictable outcomes of partisan voting patterns, not fraud.

transcript

Nate Silver: So I'd say I think there's no evidence of fraud is the short summary version. The mistake that can be made is to assume that each ballot like comes in independently when there are systematic differences between groups and when they tend to cast their ballots. So Democrats have long been encouraged to vote by mail. Actually, it used to be more of a Republican thing, but like under Trump, who discouraged mail voting in 2016 and 2020 and 2024 to some extent, like that shifted. So look, I think California's system is completely unacceptable. I've done some consulting work on like the Indian election, where you like literally have polling stations in the Himalayas and they actually stagger their elections. But once Election Day happens, they count their vote within 24 hours. I think it's ridiculous and very failed state that California takes longer than that. But if you have one party who systematically tends to vote later, also Democrats in both the LA race and the governorship had more of a choice to make. ... I think the California vote count is an accurate tally of the votes that were cast. ... The prior on Pratt advancing probably would be pretty low potentially. And I wish that people were less partisan. ... These blue shifts or red shifts are somewhat predictable and are going to be an inevitable consequence of having different mechanisms to vote where you have like different cues in a line, right? ... I think the system should be simplified. ... Most countries would count much, much faster than the US. ... The fact that the United States, the technological leader of the world, and the supposed like bickering of democracy can't do that, I think is a sign of atrophy of the efficacy of the system.

02
Claim

Partisanship is the gravitational force that dictates every US election — 43 of 50 states can be predicted with 97% confidence today for 2028, and this polarization, not rigging, is why Democrats keep winning California.

Silver says polarization is the dominant force in US politics — 43 of 50 states are already locked in for 2028 — and that California's Democratic machine wins because of partisanship, not because of a rigged system.

transcript

Nate Silver: Partisanship is the gravity that dictates every election in the US, right? Like my job, don't worry, I will get criticized if we say, oh, whatever, Gavin Newsom or AOC is a 55% favorite and they lose. But like, but 43 of the 50 states dated, we could probably predict right now with 97% confidence who they'll vote for in 2028. And it's not because of rigging, it's because polarization and partisanship are very powerful forces that we can't seem to escape from. ... I look, I am very concerned about polarization and partisanship. I think it leads to lower quality of governance. I think it's exacerbated by gerrymandering, this gerrymandering kind of war to the bottom. And Democrats had paid the price where like the triangulation, you pick the least worst nominee, works perfectly fine in blue states. They're going to win the general election. It hasn't given the Democrats very effective general election nominees, right?

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03
Mechanism

Democrats have three internal factions: the left (AOC/Bernie), the abundance libs (pro-market, critical of California governance), and the resistance libs (Newsom's ride-or-die base), and the establishment keeps picking the least unacceptable candidate instead of understanding that every election is now a change election.

Silver breaks down Democrats into three warring factions — the left, the abundance libs, and the resistance libs — and argues the establishment's strategy of picking the least unacceptable candidate is failing because every election is now a change election.

transcript

Nate Silver: Yeah, I think Democrats really have 3 factions as I've described them. One is the left. The avatars might be Zoran, might be AOC, might be Bernie Sanders, all of whom, by the way, are quite effective politicians in their own way. ... On the other side, there are the abundance libs kind of named after as reclined, right? They are more pro-free market. They sometimes deny that they're centrist. I think they're pretty centrist. They are the ones who are very concerned with California as a case study of poor governance. ... you have what I call the resistance Lib faction. They're the ones who say they're really fed up with the Democratic establishment, but are still often very partisan and often very like cheerleading for the blue team. They're the ones who thought that Joe Biden was railroaded out of the 2024 race, for example. They're really Gavin Newsom's constituency. ... the triangulating spirit of like, let's pick Kamala Harris because she's like the least unacceptable candidate, or Hillary or John Kerry, if you want to go back to 2004. The establishment doesn't seem to have understanding the fact that like almost every election now, Obama in 2012 was, I guess, the exception. Almost every election now is a change election.

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04
Prediction

Change elections are the new normal — Democrats are slight favorites for 2028 but would be underdogs again in 2032, and the UK's revolving door of prime ministers shows the pattern of voters punishing incumbents regardless of party.

Silver predicts Democrats are slight favorites in 2028 but could be underdogs in 2032, pointing to the UK's rapid succession of prime ministers as evidence that the global trend is toward punishing incumbents and the status quo.

transcript

Nate Silver: Like I think Democrats are slight favorites to win in 2028. It wouldn't shock me if AOC or Newsom or Shapiro or Ossoff or whomever wins. If they're underdogs again in 2032, look what's happening in the UK where, I mean, it's kind of become like a running joke, but we're going to be through like what, like 6 prime ministers in nine years or something, and they're probably the US's closest comp. It's not a good time to be a defender of the status quo. And I do think candidates like Kamala Harris, who was unable to distance herself, kind of literally unable or unwilling to distance herself from Biden, or Newsom, who's kind of defending that legacy in the same way. To me, that seems like a failed strategy

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06
Prediction

The winning 2028 playbook would combine anti-oligarch rhetoric with moderation on culture-war issues, support for small business, and a message that gives young men a sense of controlling their own destiny.

Silver suggests the most electable Democrat would be someone who combines anti-oligarch rhetoric with moderation on woke issues, supports small business, and speaks to young men who want to control their own destiny — pointing to John Ossoff as a prototype.

transcript

Nate Silver: I think a Electorally, I'm not saying morally or righteously, whatever else, right? I think combining a little bit of the right kind of anti-oligarch rhetoric with moderation on some of the issues, you know, on the woke stuff, I get that term already feels like it's becoming outdated, but like still supporting small business, especially for men, right? Young men still want to feel as though they control their own destiny. A lot of them feel like they don't do that anymore, but I don't think they necessarily want like all that much hand-holding. ... I think maybe even like having like a little bit more like optimism too. I'm kind of always a fan of like zigging where other people zag. Obama presented a more optimistic take about kind of like the American spirit, right?

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