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Are the Polls Accurate? (Are We Doing This Again?)

by Josh Marshall
Are the Polls Accurate? (Are We Doing This Again?)
by Josh Marshall · The Backchannel

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This won’t come as huge news to most. But I’m getting asked about it a lot: can the polls be wrong? What do you think?

So let me put an answer here. They can obviously be wrong and you should be prepared for them to be wrong. If you’re running a campaign or SuperPAC, they can give you intel about where to deploy resources. If you’re just observing, they’re more about human nature and anxiety management. But whether you get excited or pushed into despair, we’ll know the actual results in about six weeks. Watch them or don’t. It’ll will be fine either way. There are no poll hubris gods. They can’t strike you down.

Let’s talk specifics.

The polls we’re seeing now are almost certainly directionally accurate. But they could be overshooting on their margins, which are quite large now. If they are we should expect to see that most in red states. (Even for someone like me who’s been bullish about this midterm cycle since mid-2025, some of these numbers are hard to believe.) States have partisan muscle memory that polls can miss. So for instance, yesterday Sabato’s Crystal Ball changed the Kansas Senate race from Likely Republican to Leans Republican, an astonishing development. The polls there are pretty close given that it’s Kansas, and the most recent, an Emerson poll, has Democratic challenger Adam Hamilton up by 1 point. But this is a classic case where you have to weigh a substantial amount of GOP muscle memory into the equation. Polls can miss that, or it can simply mean that undecideds break heavily for the state’s dominant party. To be clear, if I were a Kansas Democrat canvassing I’d be pretty pumped right now. A win is possible. But this is the cautious/realistic way to look at it. The same applies to the handful of other seemingly competitive races in deep red states.

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We Didn’t Know Until This Day … Twitter Was the Echo Chamber All Along 

by Josh Marshall
We Didn’t Know Until This Day … Twitter Was the Echo Chamber All Along
by Josh Marshall · The Backchannel

Daniel Drezner says we are now in the Wile E. Coyote phase of the 2026 midterm, the phase of six weeks or so in which everyone knows the GOP is toast but we pretend we don’t. Some of this is simply the political press’s collective suspension of disbelief. It’s neither fair nor fun to act as though the outcome is mostly known. Nor is this new. G. Elliott Morris notes that election odds makers consistently overstate the odds of the president’s party in the midterms, which is sort of another way of saying the same thing since the president’s party is usually on the losing end of the proposition. I would argue that a significant amount of this remains the structural, though not necessarily ideological, bias in favor of the Republican party — two decades on, Washington, D.C. remains wired for the GOP. But what all of this really reminds me of is the aftermath of the 2024 presidential election and what was then referred to as the “vibe shift” — both the hidden reality Donald Trump’s narrow but clear victory had purportedly revealed but also the shift in attitudes about cultural power and the future driven by that victory.

In elite circles the argument and belief went something like this. We thought that MAGA was a movement of reaction fueled by those left behind or discarded by the forward march of history and culture trying to wrench society back to an imagined 1950s. Not at all. In fact, it was the movement of the young and the most vital elements of the culture and the future. It was even expanding in the non-white constituencies which were supposed to be the anchors of the political left, the communities which were supposedly the targets and victims of MAGA, not its latest converts. Most of all, MAGA now had cultural sway to match its electoral power. And both were growing.

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Things Fall Apart (in the Middle East): The Donald Trump Story 

by Josh Marshall
Things Fall Apart (in the Middle East): The Donald Trump Story
by Josh Marshall · The Backchannel

One of the key arguments for a great power — other than the great power itself wanting to be one — is that they act as a guarantor of stability and the status quo. That is far from the only public or global good. And a great power will ensure that status quo on its own terms and mostly to its own advantage. But if you have any acquaintance with history, you know you can do a lot worse than relative peace and the status quo. Trump’s Iran War has been a bracing illustration of all these realities. Once the great power starts letting things break, those breakages can start multiplying very fast. Eventually you’ll find a new equilibrium, of course. But eventually can take a long time. And again, even a passing acquaintance with history tells us that things can suck without end for extended periods of time.

There’s an interesting New York Times piece from over the weekend that illustrates all these things. We know the outline. But it provides new details. As a knock-on effect of the U.S. war with Iran, the ongoing battle between Saudi Arabia and the Houthi rebel government in Yemen has again become hot. In recent weeks, the Houthis have partly cut off Saudi Arabia’s other path to the ocean. Put simply, the Saudis can export oil through the Strait of Hormuz or the Red Sea. The former has been mostly closed for months. Now the Houthis are in de facto or near control of the second. That’s a big crisis for the Saudis. This is part of the larger U.S.-Iran battle because the Houthis are clients of Iran. And Iran’s core strategy has been to create enough pain for the U.S.’s regional allies that they will force the U.S. to end the war. Remember, each time the U.S. attacks Iran, they respond by attacking the various Gulf emirates.

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Notes on the Florida Senate Race 

by Josh Marshall
Notes on the Florida Senate Race
by Josh Marshall · The Backchannel

I want to flag this poll for you. It’s a poll of the Florida Senate race by St. Pete Polls, a mid-tier regional pollster. It shows appointed incumbent Senator Ashley Moody (R) and Democratic nominee Angie Nixon tied at roughly 45% of the vote. There’s not much polling of this race. There are two other recent polls, one by Change Research a respected but generally Democratic-aligned pollster, and another from Quantus Insights, a GOP-aligned pollster with an iffy reputation. Change Research had a tied race a week ago. Quantus had Moody up by eight points a bit less than a week ago.

I want to be clear that I am not predicting or expecting Nixon to win this race. What I do expect is that Republicans will likely need to fight to hold it. And that is significant in itself. There are other signs that Republicans are facing a rough political environment in Florida this year, at least one that looks very different from where Florida has been trending since 2018-20 when the state went from a GOP-tilting purple state to something approximating bright red. Yesterday, Nicole LaFond highlighted the video put out by South Florida Rep. María Elvira Salazar (R-FL) which basically had Salazar telling Donald Trump: We didn’t know you meant mass deportation when you promised us mass deportation.

We can joke about the the substance of Salazar’s video but it speaks for itself as a measure of the political climate in the state.

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TPM VIDEO: Talking Don Jr.’s Corrupt Wedding, McConnell’s Return and Sports Stuff

by Allegra Kirkland
Updated
TPM VIDEO: Talking Don Jr.’s Corrupt Wedding, McConnell’s Return and Sports Stuff
by Allegra Kirkland

Another weird week in American politics is coming to a close, and TPM investigative reporter Hunter Walker joined publisher Joe Ragazzo to talk about it. Hunter and Joe got into Don Jr.’s lavish Bahamas wedding that was bankrolled by a Russian oligarch; the, uh, not-so-triumphant return of Sen. Mitch McConnell (R-KY) to Capitol Hill; what’s going on with Major League Baseball; and the forthcoming “To Catch a Predator” movie starring Robert Pattinson.

Check out their full conversation on YouTube Live below.

We Need to Talk about AI, the ‘Rationalists’ and ‘Longtermism’ 

by Josh Marshall
We Need to Talk about AI, the ‘Rationalists’ and ‘Longtermism’
by Josh Marshall · The Backchannel

As I’ve suggested in recent posts I’m finding it quite challenging to make sense of this roiling debate about AI safety. When I write about American politics, American history and a few other topics I have a body of knowledge that I draw on and try to share with readers — explain how it might illuminate present-day questions. I may be right or wrong. But I’m speaking from a background of some real knowledge and study. When I delve into questions like AI or AI dangers I’m seldom trying to come up with definitive answers. I lack the qualifications or foundational knowledge. What I’m trying to do is first try to educate myself, but in my writing I at least try to frame the basic questions, provide a framework for considering the issue, point to what are at least good faith and knowledgable voices if not necessarily people who are “right.” But while I’m still uncertain about dangers posed by the companies doing the most advanced and often reckless research on artificial intelligence I’ve been increasingly stuck on the prominence in the AI world of people who are in the overlapping communities of “effective altruism,” “rationalism” and “longtermism”.

Just to point to the latest examples, the Journal has a write-up on Jacob Coxon, the AI researcher whose Twitter thread quite literally triggered the current freakout/reckoning. It turns out his formative years were spent in the various parts of the “rationalist” subculture in London before he migrated to the U.S.

I’ve been loosely aware of the first and the second for a while, but didn’t have much pressing need to learn more because they didn’t seem connected to much that I care about. But they’re very big in the AI world and maybe even bigger in the AI will wipe out humanity worlds. So given the global freakout getting a handle on this becomes more pressing. Just as an aside, I will note that I don’t know how the dorks operating under the “rationalism” label secured exclusive branding rights to that term. Like, rough day for Descartes and quite a few other philosophers. But I digress. What I’m going to argue here is that at least the popularized versions of what I’ll call ERL (“effective altruism”, “rationalism” and “longtermism”) is made up of a mix of absurd and nonsensical ideas. The fact that so many AI doomers are part of that world gives me a lot of pause. But we can’t go from ERL is absurd to AI is fine.

So let’s get down to it.

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