The YouTube stars explain why they're moving reality show Inside to Netflix for its second series.

No surprise, I thought, as I disposed of the 12-volt charging adapter I had purchased for my car. I’d bought the thing on Temu, the Chinese low-cost-shopping app, as part of a larger haul of random other stuff that the app had marketed to me: chargers to plug into my adapter and car-seat gap-filler crumb-catchers to flank them.

The charger cost $2.43 and took weeks to arrive. Because it came from China, I knew I had no hope of returning it, but $2.43 is less than a Diet Coke these days, so who cares? It turned out I cared, because I wanted to use the gadget to charge things. So I felt disappointment, though not affront, when the gizmo’s plastic pins broke loose mere days after arrival, making the device unusable. I should have just bought a Diet Coke instead.

This week, Amazon announced a new store, Amazon Haul, that hopes to compete with Temu, Shein, and other purveyors of such items. When I opened Haul, which is available only on Amazon’s mobile app, it presented me with an array of “unbelievable finds” at “crazy low prices”: a $3.99 table runner; a pair of blue-and-white zebra-printed women’s swim bottoms for $5.99; a barrage of smartphone cases as low as $2.99; a $2.99 set of foundation brushes; a $2.99 silicone sink strainer; two dozen cork-bottomed chair-leg floor protectors for $6.99.

Temu and Shein have been popular for a long time. But Amazon’s entry into this market officially makes it mainstream. The result isn’t just “low cost” shopping, but a different kind of shopping. Now people buy low-quality goods that they don’t necessarily expect to use, and knowing full well that they’re maybe worthless, for the experience of having bought them.

Of course, people have always shopped just to shop: to hang out at the mall, to experience the relief of retail therapy, to adopt the identity of a label or a style, to pass the time between events. But the internet changed shopping. First, e-commerce made it more standardized and efficient. Instead of fingering through the garments on a rack or rummaging through a discount bin, shoppers clicked product images set against stark white backgrounds. They searched for keywords, which assumed that shopping was driven by need rather than desire. Shopping became more rational, more structured.

[Read: Will Americans ever get sick of cheap junk?]

It consolidated, too. Amazon.com became a so-called everything store, and others, including Walmart.com, followed suit. They offered consumers, well, everything; people no longer needed to visit specialized websites. Then online sellers deployed algorithmic recommendations to steer shoppers toward goods that might benefit the sellers or that might lead buyers to buy more. Slowly, over years, online shopping became disorienting. When I recently searched Amazon for a 16x16 gold picture mat, I was shown a family of products, none of which was a 16x16 gold picture mat. The one I finally bought took forever to arrive—it was not eligible for Prime shipping—and was damaged in transit. I wish I’d made different choices, but which ones? I couldn’t find this product in a local store, and I wasn’t willing to pay for a custom-made one from a specialty shop. This experience is now commonplace. I buy things online that I fully expect to be unfit for purpose, necessitating their return (which has become its own kind of hell). Now shopping neither satisfies a need nor sates a desire. It burns up time and moves money around.

Haul is the perfect name for a habit that contributes to this feeling. On early YouTube, circa the mid-aughts, beauty vloggers seeking topics for vlogging started sharing the goods they had recently purchased, online or in person. They produced what became known as “haul videos.” Eventually, as vloggers gave way to influencers on YouTube, Instagram, and elsewhere, direct sponsorships, feed advertisements, and other incentives drove haul or haul-adjacent content: People would make money for posting it.

Shein started recruiting these influencers to promote its service in the West. The products it sold were so cheap, it didn’t really matter if they were any good. One decent fast-fashion top or accessory out of a $20 haul was still cheaper than Abercrombie or American Eagle. Soon enough, you couldn’t even go to those stores anyway, because of pandemic lockdowns; by 2022, Shein accounted for half of fast-fashion sales in the United States. Shopping became a kind of gambling: Roll the dice and hope that you come out a winner, whatever that would mean.

[Read: Amazon returns have gone to hell]

Showing off has always been a part of shopping, but hauls set use aside entirely, replacing it with exhibition. For the YouTuber or Instagram influencer, it wasn’t important if the clothing or skin-care products were useful or even used, just that they afforded the content creator an opportunity to create content—and, potentially, to get paid by sponsors to do so. Not everyone is an influencer, but lots of people wished to be, and dressing for the job you wanted started to entail hauling as a way of life. Shein, Temu, and now Amazon Haul encourage bulk purchases to justify low costs and minimize freight, while slipping in under the $800 threshold of U.S. import tax. These shops made the haul a basic unit of commerce.

At the same time, Chinese sellers—including some that appear to sell the very same goods found on Shein, Temu, Alibaba, and more—began to dominate Amazon’s third-party-seller platform, known as Marketplace. By 2023, Amazon acknowledged that nearly half of the top 100,000 Marketplace sellers were based in China. If you’ve ever searched for goods and been presented with weird, nonsense-name brands like RECUTMS (it’s “Record Your Times,” not the other thing), these are likely China-based Marketplace sellers. For some time now, cheap products of questionable quality and dubious fitness for purpose have dominated Amazon search results—especially because those sellers can also pay for sponsored ads on Amazon to hawk their wares.  

Amazon Haul closes the gap between normal e-commerce and the haul retail that social-media influencers popularized. Now ordinary people can get maybe-useful, maybe-garbage goods purchased for little money in bulk.

Great to have the choice, perhaps. But likely also irritating, because the phone case, table runner, or makeup brush you might purchase that way are probably garbage. Nobody is hiding this fact—thus Amazon’s carefully chosen language of “unbelievable finds” and “crazy low prices,” and not “high-quality goods.” And consumers are now ready to expect crap anyway, having spent years buying random wares from Instagram ads, TikTok shops, Shein, or the discount manufacturers that dominate Amazon itself. When I open a box that arrives at my door, I don’t really expect delight anymore. Instead, I hope that what’s inside might surprise me by bearing any value at all.

Haul might sound like the latest curiosity of concern only to the very online, but it could be an omen. Over time, Amazon has devolved from an everything store that sold stuff I liked and wanted into a venue for bad things that don’t meet my needs. Haul is just one way to shop, not the only way. But that was also true of Marketplace, which slowly took over Amazon’s listings. For now, you can still buy what you want or think you do. But eventually, hauls could take over entirely, and all shopping could become a novelty-store, mystery-grab-bag experience.

The images and videos were hard to miss in the days leading up to November 5. There was Donald Trump with the chiseled musculature of Superman, hovering over a row of skyscrapers. Trump and Kamala Harris squaring off in bright-red uniforms (McDonald’s logo for Trump, hammer-and-sickle insignia for Harris). People had clearly used AI to create these—an effort to show support for their candidate or to troll their opponents. But the images didn’t stop after Trump won. The day after polls closed, the Statue of Liberty wept into her hands as a drizzle fell around her. Trump and Elon Musk, in space suits, stood on the surface of Mars; hours later, Trump appeared at the door of the White House, waving goodbye to Harris as she walked away, clutching a cardboard box filled with flags.

[Read: We haven’t seen the worst of fake news]

Every federal election since at least 2018 has been plagued with fears about potential disruptions from AI. Perhaps a computer-generated recording of Joe Biden would swing a key county, or doctored footage of a poll worker burning ballots would ignite riots. Those predictions never materialized, but many of them were also made before the arrival of ChatGPT, DALL-E, and the broader category of advanced, cheap, and easy-to-use generative-AI models—all of which seemed much more threatening than anything that had come before. Not even a year after ChatGPT was released in late 2022, generative-AI programs were used to target Trump, Emmanuel Macron, Biden, and other political leaders. In May 2023, an AI-generated image of smoke billowing out of the Pentagon caused a brief dip in the U.S. stock market. Weeks later, Ron DeSantis’s presidential primary campaign appeared to have used the technology to make an advertisement.

And so a trio of political scientists at Purdue University decided to get a head start on tracking how generative AI might influence the 2024 election cycle. In June 2023, Christina Walker, Daniel Schiff, and Kaylyn Jackson Schiff started to track political AI-generated images and videos in the United States. Their work is focused on two particular categories: deepfakes, referring to media made with AI, and “cheapfakes,” which are produced with more traditional editing software, such as Photoshop. Now, more than a week after polls closed, their database, along with the work of other researchers, paints a surprising picture of how AI appears to have actually influenced the election—one that is far more complicated than previous fears suggested.

The most visible generated media this election have not exactly planted convincing false narratives or otherwise deceived American citizens. Instead, AI-generated media have been used for transparent propaganda, satire, and emotional outpourings: Trump, wading in a lake, clutches a duck and a cat (“Protect our ducks and kittens in Ohio!”); Harris, enrobed in a coppery blue, struts before the Statue of Liberty and raises a matching torch. In August, Trump posted an AI-generated video of himself and Musk doing a synchronized TikTok dance; a follower responded with an AI image of the duo riding a dragon. The pictures were fake, sure, but they weren’t feigning otherwise. In their analysis of election-week AI imagery, the Purdue team found that such posts were far more frequently intended for satire or entertainment than false information per se. Trump and Musk have shared political AI illustrations that got hundreds of millions of views. Brendan Nyhan, a political scientist at Dartmouth who studies the effects of misinformation, told me that the AI images he saw “were obviously AI-generated, and they were not being treated as literal truth or evidence of something. They were treated as visual illustrations of some larger point.” And this usage isn’t new: In the Purdue team’s entire database of fabricated political imagery, which includes hundreds of entries, satire and entertainment were the two most common goals.

That doesn’t mean these images and videos are merely playful or innocuous. Outrageous and false propaganda, after all, has long been an effective way to spread political messaging and rile up supporters. Some of history’s most effective propaganda campaigns have been built on images that simply project the strength of one leader or nation. Generative AI offers a low-cost and easy tool to produce huge amounts of tailored images that accomplish just this, heightening existing emotions and channeling them to specific ends.

These sorts of AI-generated cartoons and agitprop could well have swayed undecided minds, driven turnout, galvanized “Stop the Steal” plotting, or driven harassment of election officials or racial minorities. An illustration of Trump in an orange jumpsuit emphasizes Trump’s criminal convictions and perceived unfitness for the office, while an image of Harris speaking to a sea of red flags, a giant hammer-and-sickle above the crowd, smears her as “woke” and a “Communist.” An edited image showing Harris dressed as Princess Leia kneeling before a voting machine and captioned “Help me, Dominion. You’re my only hope” (an altered version of a famous Star Wars line) stirs up conspiracy theories about election fraud. “Even though we’re noticing many deepfakes that seem silly, or just seem like simple political cartoons or memes, they might still have a big impact on what we think about politics,” Kaylyn Jackson Schiff told me. It’s easy to imagine someone’s thought process: That image of “Comrade Kamala” is AI-generated, sure, but she’s still a Communist. That video of people shredding ballots is animated, but they’re still shredding ballots. That’s a cartoon of Trump clutching a cat, but immigrants really are eating pets. Viewers, especially those already predisposed to find and believe extreme or inflammatory content, may be further radicalized and siloed. The especially photorealistic propaganda might even fool someone if reshared enough times, Walker told me.

[Read: I’m running out of ways to explain how bad this is]

There were, of course, also a number of fake images and videos that were intended to directly change people’s attitudes and behaviors. The FBI has identified several fake videos intended to cast doubt on election procedures, such as false footage of someone ripping up ballots in Pennsylvania. “Our foreign adversaries were clearly using AI” to push false stories, Lawrence Norden, the vice president of the Elections & Government Program at the Brennan Center for Justice, told me. He did not see any “super innovative use of AI,” but said the technology has augmented existing strategies, such as creating fake-news websites, stories, and social-media accounts, as well as helping plan and execute cyberattacks. But it will take months or years to fully parse the technology’s direct influence on 2024’s elections. Misinformation in local races is much harder to track, for example, because there is less of a spotlight on them. Deepfakes in encrypted group chats are also difficult to track, Norden said. Experts had also wondered whether the use of AI to create highly realistic, yet fake, videos showing voter fraud might have been deployed to discredit a Trump loss. This scenario has not yet been tested.

Although it appears that AI did not directly sway the results last week, the technology has eroded Americans’ overall ability to know or trust information and one another—not deceiving people into believing a particular thing so much as advancing a nationwide descent into believing nothing at all. A new analysis by the Institute for Strategic Dialogue of AI-generated media during the U.S. election cycle found that users on X, YouTube, and Reddit inaccurately assessed whether content was real roughly half the time, and more frequently thought authentic content was AI-generated than the other way around. With so much uncertainty, using AI to convince people of alternative facts seems like a waste of time—far more useful to exploit the technology to directly and forcefully send a motivated message, instead. Perhaps that’s why, of the election-week, AI-generated media the Purdue team analyzed, pro-Trump and anti-Kamala content was most common.

More than a week after Trump’s victory, the use of AI for satire, entertainment, and activism has not ceased. Musk, who will soon co-lead a new extragovernmental organization, routinely shares such content. The morning of November 6, Donald Trump Jr. put out a call for memes that was met with all manner of AI-generated images. Generative AI is changing the nature of evidence, yes, but also that of communication—providing a new, powerful medium through which to illustrate charged emotions and beliefs, broadcast them, and rally even more like-minded people. Instead of an all-caps thread, you can share a detailed and personalized visual effigy. These AI-generated images and videos are instantly legible and, by explicitly targeting emotions instead of information, obviate the need for falsification or critical thinking at all. No need to refute, or even consider, a differing view—just make an angry meme about it. No need to convince anyone of your adoration of J. D. Vance—just use AI to make him, literally, more attractive. Veracity is beside the point, which makes the technology perhaps the nation’s most salient mode of political expression. In a country where facts have gone from irrelevant to detestable, of course deepfakes—fake news made by deep-learning algorithms—don’t matter; to growing numbers of people, everything is fake but what they already know, or rather, feel.

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In the aftermath of Donald Trump’s victorious reelection bid, Democrats are searching for an explanation of Kamala Harris’s loss in order to begin rebuilding for the future. So it goes every election cycle—a loss, a scramble for causality, and competing narratives begin to set.

Just one week out from Election Day, there are multiple dissenting and overlapping arguments being made to try to make sense of the results. In 2016, many Democrats believed that Trump’s attack on trade policies was core to his victory. As a result, the Biden-Harris administration pursued Trump-like policies on trade, none of which seem to have made a significant difference in increasing the union vote share, reducing Trump’s likelihood of victory, or stemming the flow of working-class voters out of the Democratic Party.

Now, again, various parts of the Democratic coalition are seeking to define the party’s loss. But what do we actually know about why the Democrats were defeated? There are still theories forming, but on today’s episode of Good on Paper, I talk with the former Republican strategist and current host of The Bulwark Podcast, Tim Miller about the postelection narratives jockeying for power.

“But for those of us who do have a belief that there’s something kind of special about the American system and that have revered America, that understand that America is flawed and has made mistakes, that still is a unique experiment in the world. That “America is an idea” type of thing. The idea is pretty dim at this point,” Miller argued.

The following is a transcript of the episode:

[Music]

Jerusalem Demsas: In the aftermath of a bruising electoral loss, the losing party begins participating in a well-worn democratic tradition: slinging takes about what happened.

This is democracy! When the voters send a dissatisfied response, the messy work of recalibration requires parsing the signal from the noise.

Were voters mad because of a global inflationary environment that no Democrat could dig their way out of? Did they want to see specific breaks between Harris and Biden on policy? Were they frustrated by a candidate they saw as too left on cultural issues?

There are data points in favor of many different theses. Here’s where I’d put my stake in the ground, with the caveat that we still don’t have a complete analysis on subgroup dynamics, or even a final vote count on all the races:

First, incumbents worldwide were facing tough election odds. Electorates were frustrated by the COVID inflationary years and were clearly seeking change. In Australia, Sweden, the Netherlands, France, and beyond, ruling coalitions lost power across the political spectrum.

Second, I don’t think Kamala Harris was ever going to be a great candidate. After Biden’s disastrous debate effort in late June and it seemed he might be pressured to drop out, I wrote an article calling on Democrats not to coronate their vice president, and pointing to key vulnerabilities she displayed and the value of an open democratic process.

Figuring out how much of this is in the campaign’s control—would it really have mattered that much if she’d gone on Joe Rogan’s podcast?—or figuring out what this means for America’s two political parties will take months, if not years. As you’ve heard on this podcast, I’m still arguing about what 2016 really meant on trade and immigration.

My name’s Jerusalem Demsas, I’m a staff writer at The Atlantic, and this is Good on Paper, a policy show that questions what we really know about popular narratives. As a disclaimer, I worked for the Harris primary campaign in 2019 before becoming a journalist, and my guest today, Tim Miller, is a political strategist who was Jeb Bush’s 2016 communications director on his presidential campaign. He’s been an anti-Trump conservative since then and is the host of The Bulwark Podcast.

Today we’re going to talk through some of these inchoate narratives and debate which ones we think are likely to hold water.

[Music]

Demsas: Tim, welcome to the show.

Tim Miller: Hey Jerusalem. What’s happening?

Demsas: Well, we’re recording this six days after Election Day. And—as you have seen on Twitter, and I’m sure in your various interviews—the takes are already coming in very, very hot. And this is a show where we often look at narratives that have already baked, and kind of look at the research and data behind how these narratives formed and what truth is there and what sorts of things have gotten ahead of themselves.

But we’re in an interesting moment right now where we’re seeing very important narrative formation happen in real time. In the aftermath of an election, everyone’s scrambling to define what happened in order to maybe wrest control of the future of the party from an ideological perspective or just a pure power perspective. And so we’re seeing a bunch of people arguing about why Trump won and why Harris lost in a time where there’s a bunch of unknowns. So we’re going to go through a few of these different narratives that are coming up.

But Tim, right off the bat, I wanted to ask you: What’s your perception of why Trump won and Harris lost?

Miller: I’m going to preempt my answer by saying that I think that uncertainty is important in this moment, and that false certainty can lead to some very mistaken and disastrous results. I say this from experience, having worked on the Republican autopsy in 2013, when the conventional wisdom congealed very quickly that Republicans, in order to win again, needed to moderate on immigration and cultural issues to appeal more to Hispanics and women. And not only was that wrong, but the person that became the nominee and then the president used that autopsy for toilet paper and went exactly the opposite direction.

It also always didn’t also work out in Trump’s favor. In 2022, the conventional wisdom was that Trumpism was badly hurt and that Ron DeSantis was ascendant. Right? So anyway, in the week after the election, bad takes abound.

Demsas: [Laughs.]

Miller: That said, my answer is, I’m open to a variety of different things that the Democrats might have to do, among them being maybe nothing and watch Trump self-implode. Might be as simple as that. That said, the one thing that I think is certain that the Democrats need to reflect on when it comes to this question of why Trump won and why Harris lost—it’s that the Democratic message is not landing outside of a particular demographic of middle- to upper-income, college-educated, not particularly religious, urban- and suburban-dwelling white Americans, in addition to Black women, right? Those are the demos that the Democrats are doing well with, that Kamala Harris grew her share with from last time, at least in the case of college-educated women. And I think that the Democrats are doing a very poor job of communicating to people in all of those other demographics.

On what they need to do, I’m very open to various possibilities about whether it’s about affect or vibe or policy or whatever. But I’m certain that there is—fair or unfair, there’s a perception that the Democrats don’t care about these other demographics, particularly working-class demographics, particularly working-class men. And that they did not offer them something that was more appealing than the nostalgia and promises of gold bullion that they got from Donald Trump. And so we can hash through all the different theories about why that was. But I think the fact that what happened—you can’t argue with.

Demsas: Yeah. I think that that’s very descriptively true. But I guess what I would want to know from you is do you feel like there are specific things that Democrats have done that tipped the scales against them? I think that what you’re outlining here is very sound. There’s a difference between why Harris may have lost and what the Democrats need to do going forward to be a more electorally relevant party at the presidential level. And so from your perspective, though, is there something about the Democratic argument around the economy or other issues that you think was particularly relevant this time around?

Miller: I think that, for starters, people were unhappy with the economy. And I don’t think that the Democrats presented a message to them about how they plan to change that for the better. But, again, I’m also not even really ready to concede that, with the exception of inflation being annoying and that broadly hurting people, the Democrats were hurt based on their economic argument. It might simply be cultural. It might be the way that they spoke, and having people feel like they weren’t being heard.

I think the Democrats in particular—I always want to immediately go to, What is the policy prescription that would have appealed? And I’m like, It’s possible that there wasn’t one.

Demsas: Yeah. An important backdrop that I think you’re alluding to here, as well, is that the inflationary environment was really, really bad for incumbents across the world, right? You’re kind of going into an election where the fundamentals are sort of rigged against incumbents because the inflationary episode was just really, really hard for people. I think one narrative that I’m seeing come up a lot is about campaign strategy. And this seems like something that’s going to be hashed out significantly. But I guess the question I have here is whether you think Harris could have won with a campaign run differently, even given the shortened timeline.

Miller: I’m giving another “I don’t know” answer to that question: I don’t know. I think that she, by all accounts, ran a strong campaign that was based on her strengths. And I think she had an undeniably dominating debate performance. They ran a nice convention. Her speeches were good. The messaging pivot, the launch was good. There wasn’t a lot of drama inside the campaign, right? There are other things that she isn’t particularly strong at. I don’t think that she is that great in unscripted moments. Sometimes she’s better than others.

And so then that’s the other thing that people come to, which is like, Oh, she should have done Rogan and all this. And I agree. I think she should have done more of those interviews, but they also weren’t really her strong suit. And I think that this was something that might’ve borne out had there been a longer primary, and maybe somebody else would have emerged. But that said, I don’t think so. I think Kamala Harris was going to emerge from a primary, no matter when Joe Biden dropped out.

And so I’m not saying, Oh, this was inevitable. Just give up. Life is pain. [Laughs.] That’s not really what I’m saying. Any specific thing that people are like, Oh, if this tactic had been different, that would have helped—I don’t really buy that. I mean, I think that broadly speaking, her having the ability to separate herself from the administration would have been helpful, and I think that was very challenging to do given the situation Joe Biden left her in and the time period that was left. And I think that it’s very likely that she might have separated herself from the administration more and still lost, and we would have been here on this podcast with people saying, Why did she distance? [Laughs.] You know what I mean? Why did she break up the Democratic coalition?

Demsas: Yeah. I mean, it’s funny. I think that, on the tactics, I’m sort of with you here. I was looking at some of the data analyses that are coming out now, and it looks like, at this point, given the data we have, while the national average from 2020 to 2024 shifts roughly six points, in battlegrounds, that number is going to end up closer to three points. And that speaks to campaign effects. That speaks to the fact that in battleground states where, again, the majority of the money is going, people are putting ads in battleground states, the campaign is putting rallies there, she’s visiting, they’re really working the press in those places to get her story and message out in a way that you’re not really going to do in a safe, Dem county in Illinois or something.

And so as a result, what they see is that the campaign effects were good on a tactical level. Their ads were persuasive. There’s evidence from Dan Rosenhack at The Economist that it looks like the campaign effects were more effective than Trump’s on things like—indicating things like ads and rallies were better for Harris.

I think on this kind of broader meta question that you kind of raised, right, about Harris as the nominee, I don’t think this is inevitable. I mean, I wrote an article on July 9th arguing that she was unlikely to be a good nominee and the party shouldn’t coronate her, and Nancy Pelosi to The New York Times—I don’t know if you saw this quote, after Harris’s loss—she says that she had expected that if the president were to step aside that there would be an open primary. And that maybe Kamala would have been stronger going forward if she’d gone through a primary and that the president endorsed Kamala Harris immediately, which made it impossible to have a primary at the time. But it sounds like you’re saying that you think that, regardless, this would not have really changed the game that much.

Miller: Yeah, I mean, I think that had Joe Biden followed the—you can argue whether it was a promise or whether it was an indication that he was going to be a one-term [president] and pass the torch. And had there been a two-year process, maybe Kamala Harris does not emerge. But, look, there are three things that I think of when I hear this counterfactual about what would have happened had it been a more open process. The first thing is, the Democrat—one of the things that the Democrats have a lot of baggage around is identity politics. I think it would have been very challenging for a Black woman to be passed over.

Demsas: But the Democratic primary voters did this in 2019, right? There was this argument being made, but they said, no, we care most about electability and they chose Joe Biden.

Miller: Right, that’s true. But Joe Biden had been the vice president in that case. Kamala Harris was the vice president. You already saw this on social media. I saw this on social media, and I was basically for Kamala but also, at the same time, was like, maybe I think it’d be healthy to have an open process. And I guess if you could wave a magic wand, I probably would want Shapiro, Whitmer. Because hopefully that would win two of the three states you need to win the presidency. And that just seems like a safer bet to me. That was my position: It was like pro-Kamala and/but. And I had hundreds of people calling me a racist over that.

So, I think that it would have caused a lot of turmoil within the party.

Now, again, in a longer, two-year process, is that a lot of heat that then just dies out after a while, and you settle on something that’s a little bit more electable and everybody gets behind it except for a few people who have hurt feelings? Maybe.

No. 2, an open process opens up Gaza [as a] wound and rips that apart even wider, and I think creates potentially even greater turmoil than she already was dealing with on that issue. And that’s cost her, frankly. And then No. 3 is then if the theory of the case is a more electable person with someone that could get more distance from the Biden-Harris administration, that assumes that the Democratic voters were looking for somebody to do that.

And that is really where the tension is here, Jerusalem, because if you look at the data, a majority of the Biden-Harris Democrats were basically happy with the administration, right? There were surely big parts of the Democratic coalition, particularly younger voters, particularly working-class Black and Hispanic voters, the types of people that they lost ground with, that were unhappy with the Biden administration. But I think that there was a plurality within the party that was not going to be for somebody—look at the response to Dean Phillips, not exactly the most talented candidate, but total rejection and mockery for somebody who ran trying to get distance from the Biden-Harris administration.

So I think it would have been very challenging to run as a candidate and get distance. So to me, it’s like if we lived in an imaginary world where identity politics wasn’t an issue, Gaza wasn’t an issue, and there was no backlash to distancing yourself from Biden, then certainly the Democrats could have come up with a stronger option.

We don’t live in an imaginary world. And I think that within the world that we live in, within all those constraints, I think it’s very challenging to see a situation where you end up with somebody stronger than Harris.

Demsas: Yeah, I mean, all those points I think are very well taken. And I think I’m seeing a lot of people make that argument of both Harris’s inevitability as the vice president, and also this sort of sense of It would have been a worse candidate. I do think that kind of my general belief is sort of, when you think you’re behind, you run a high-variance play. If you’re gonna lose anyway, you just kind of throw everything you can at the kitchen sink.

And on this kind of inevitability point, right, I think there is this burgeoning sense that Democrats were just repudiated across the board here. You kind of brought this up, this idea that Democrats do not have a good answer on economic issues or on the issues that Americans care about.

But I don’t know, how do you reconcile that with the clear ticket-splitting you see going on here? [Nebraska’s Dan] Osborne ran seven points ahead of the Harris ticket. [Montana Senator Jon] Tester ran seven points ahead of the ticket. Amy Klobuchar ran six points ahead. That’s just in the Senate. And in the House, we see over-performances from everyone from AOC to Jared Golden in Maine, who’s a much more moderate member of the Democratic coalition. Doesn’t that indicate at some level that candidate quality was important here and that there were other candidates that were much more electable?

Miller: For starters, running the presidential race is so far different from running a Senate or House race that it’s almost not even the same sport.

It’s literally like T-ball versus the major leagues. What people expect from their—I mean, nobody’s like, Oh man, does Amy Klobuchar have to go on Joe Rogan? Nobody watches Amy Klobuchar’s debates. Obviously it’s a little different in Montana, where you’re running a competitive race. But again, just the interest in Senate races is different. I think that the Democrats have a coalition that is perfectly durable and able to win nonpresidential elections. I think that this trade in the voters that has happened where the Democrats are picking up more high-trust, more middle- to high-income, more college-educated voters, and the Republicans are picking up more low-trust, more middle- to low-income, and less educated voters. As a trade, that accrues to Democrats benefits in off-year elections and midterms and special elections, just because it’s the type of person that shows up for those types of things, and it accrues to the Republicans benefit in presidential elections. So that’s not good when the Republicans are nominating Donald Trump, and the Republicans’ presidential nominee is an existential threat to the fabric of our republic. And so that’s a problem.

And so I agree that you can’t look at the data and say, oh, the Democratic brand is irreparably harmed. Like, no, the Democrats won. And a lot of these Senate races are going to end up very narrow minorities, in the House and the Senate, that they will probably be able to win back in the midterms, depending on what happens.

But I think that there are two things, which is, No. 1, the Democrats are not well suited to running presidential elections right now, in this media environment, and then No. 2 is that the Democrats have abandoned huge parts of the country where they are not viable. And that’s particularly problematic, given the Senate and Electoral College and the way that’s set up.

So okay, back to No. 1. Democrats are really good at running campaigns that are set pieces. They have professionals that are running these campaigns: the ads, the conventions, the speeches, the going to the editorial-board meetings, the 2004-type campaigns. And that’s how Senate and House campaigns are basically still run in most of the country, and even governor’s races, right? People just don’t care about those races at that deep of a level. But the presidential race is—the media environment around it is so different. I mean, people are consuming information about the presidential race on their TikTok, listening to sports talk, listening to their random podcasts that aren’t about sports at all that are cultural, on women’s blogs, at a school function, people are talking about it casually, you know what I mean?

I’m a parent, and obviously this is a little bit of selection bias since I’m in politics and people know that, but people don’t come up to me and ask me what I think about the House race in my district. Nobody’s mentioned Troy Carter to me at any events,, at any school functions or any of my kids’ sporting events.

Demsas: He’s got to get his name out there. [Laughs.]

Miller: And so the information environment is just a total category difference. And Trump and even J. D. Vance in certain ways were able to take advantage of that by running campaigns that are a little bit more unwieldy, that are better for viral clips, that are also better for sitting down for two hours and broing out with the Theo Von and talking about how you can’t even do coke in this country anymore because the fentanyl is in it, right?

She wasn’t doing any of that. And doing one of those interviews isn’t really the answer, right? It’s like, can you communicate in a way that feels authentic? It might be fake authenticity, but in a way that feels authentic to people in their Instagram Stories, in their TikTok, in their podcasts, whatever.

And Democrats are not producing a lot of candidates who I feel are good at that.

Demsas: But I think there’s also this broad concern that the media ecosystem itself is not producing convincing, progressive-sounding or left-leaning media personalities. There’s a 2017 AER study that I remember being very, very shocking to people when it first came out, right after Trump’s election in 2016. And there are a couple economists, they look at the effect of Fox News, and they find that watching Fox News for an additional 2.5 minutes per week increases the vote share by 0.3 percentage points. But watching MSNBC has essentially no effect, and they see that Fox News is actually able to shift viewers’ attitudes rightward. And they look at 2004 and 2008 and find that Republican presidential candidates’ share of the two-party vote would have been more than three points lower in 2004, and six points lower in 2008 without Fox News.

And so that’s something where I’m just like—there is something to the fact that the media ecosystem does not have that sort of targeted apparatus. But my usual belief about these sorts of things is that we’re discounting the fact that so much of the media is so liberal that Fox News can have this large effect because it I think stands out among a pack of more liberal institutions, but I am kind of surprised at MSNBC.

Miller: Yeah, I mean, as a person on MSNBC, did that study go on before I was a political contributor? I think it did. So we might need to update the study and have them focus on my hits and see if that changes anything.

I guess I want to noodle on that for a little bit. That does surprise me a little bit as well, but I would say this: I think that I’m less concerned. I think there’s a category of person out there, and maybe this is right, that is focused on Republicans have better propaganda outlets than the Democrats do.

Demsas: Yeah.

Miller: And maybe that’s true. I don’t know. So to me, then the question is, okay, what can be done? What is realistic in this media environment? And it goes back to this question of, can the Democrats speak more through using existing outlets or finding a candidate who has a compelling story in their own right, or compelling communication skills to figure out how to speak to people that don’t watch mainstream news?

And that’s just really what it comes down to. The Democrats are very good at talking to people that are high-information, high-engagement, high-education, middle-to-high-income, and offering persuasive arguments. I think that they’re not good at talking to anybody else. And Obama was good at that, and Clinton was good at that. And we’re in a totally different media environment now than we were back then. But I think that there’s still things that can be learned from that.

[Music]

Demsas: After the break, why the abortion-ballot-measure strategy didn’t pan out for the Harris campaign.

[Break]

Demsas: I want to pull us out of this media conversation here, because I think that there’s also this, let’s say things go a little bit differently—and again, the margins here are not very big—and Harris has won.

I think one of the big things we’d be hearing right now is that she won because of abortion, right? And looking at Election Night, you see a lot of wins for abortion. There are 10 states that have referendums on abortion policies, and seven of them win: New York, Maryland, Arizona, Nevada, Colorado, Montana, Missouri. And in Florida, where it loses, the threshold is 60 percent and it earns 57 percent, so it lost, but there’s clearly a majority in favor.

And, going in, I mean, especially after the midterms, there was a real feeling, kind of the big narrative that came out of those midterms was that abortion is the place where Democrats can clearly distinguish and can clearly win over Republican candidates, even in deeply Republican states, and especially in deeply purple states.

And I’m trying to think through this. What explains in your mind the sort of difference between how many voters were saying, Yes, I do have more liberal views on abortion; I’m willing to express those in these ballot measures; but no, I’m not going to then reward Democratic presidential candidate Kamala Harris for it?

Miller: Well, a couple of things. No. 1, this tension has always existed as old as time, and it’s particularly existed as old as time in places like Florida. I did one of these, you know, time is a flat circle—

Demsas: [Laughs.]

Miller: I forget which election it was at this point, but it was like, how did the minimum-wage-increase ballot initiative in Florida pass at the same time that Ron DeSantis won by 18 points or whatever, whichever election that was.

And it’s like, voters are complicated. Voters have complex views. And so you see this as kind of just a common thing in voter habits. In this case, I think that there are a couple of complicating factors in addition. No. 1 was, Donald Trump muddied the waters on his views.

Demsas: Yeah.

Miller: And I think that Donald Trump’s whole brand and vibe—I know we’re getting outside of the data space that you like to be in, Jerusalem, but there’s a certain group of people that are like, Yeah, that guy’s not gonna ban abortion. You know what I mean? And there’s just some percentage of voters out there that that’s just it. He doesn’t come off like Ted Cruz on abortion. He comes off as different, because they assume that he paid for an abortion or whatever, that he doesn’t care about it, and that he’s not gonna—this isn’t gonna be what he’s focused on. There are going to be people that are pro-choice that prioritize their economic views or their nativist views, right?

So that is going to be some of it. I think less so in Florida, but more in Arizona. To me, I think that there is actually a strategic backfiring of having these ballot initiatives on the ballot almost gave some people an out to do both, right? People that did not like Kamala Harris or that were more center-right and said, Oh, okay, great, I can protect abortion in Arizona and also vote for Donald Trump. I can have my cake and eat it, too.

Demsas: Yeah, I mean, I think my read of it is more that when you think about the specific argument being made about abortion, it was largely, he’s to blame for all these horrible things that are happening to women in states that have made abortion inaccessible. And by he, I mean Trump is to blame for that. And also, you know, he appointed these Supreme Court nominees who overturned Roe v. Wade. But as a prescription for the future, I feel like there was not a real clear argument made to voters of how Kamala Harris is going to actually protect abortion.

But again, it all comes back to the overarching question, did voters view this as an abortion election? And it seems clear that they viewed it as an inflation election. That was the core thing that they were focused on. And I think that one thing that I’ve heard a lot is what this means for understanding America, right?

So after 2016, people were just, I think, in shock, and were saying, I can’t believe this is the country I live in. And again here I’m hearing the sort of question of, you know, this is a black mark on the conscience of America, that people would vote for someone who threatened to overturn the results of the 2020 election, who talks with such liberal disdain for women and immigrants.

Something someone said to me in 2016 was really interesting: If your entire perception of America would have shifted if a few hundred thousand people voted differently, maybe don’t completely change everything you believe about everyone. And to me, I think that this framing about Trump’s reelection means something really dark about all the people that voted for him doesn’t really sit well with me because it seems like people are voting based on cost of living. At the same time, too, I think they’re taking their signal from Democrats who, if they’d taken their own warnings about the threat of fascism or the threat to our institutions, I think would have behaved very differently over the past couple of years in trying to win.

Miller: Yeah. It doesn’t change my view of the American people, really, that there are good people and bad people everywhere, that we all have good and bad inside of us. I’ll say that what it does impact for me—and maybe this is wrong and maybe I’m raw and it’s six days out—but for those of us who do have a belief that there’s something kind of special about the American system and that have revered America, that understand that America is flawed and has made mistakes but still is a unique experiment in the world. You know, the “America is an idea” type of thing.

The idea is pretty dim at this point. And, to me, that is the change, having him win again, that I’m having trouble getting over. Mentally, it’s not that it makes me look poorly at my neighbors, but that we just might be at the end of the experiment and the sense that America is something different than Hungary or Switzerland or whatever, any country—you name the country.

It was the old fight with Republicans and Democrats during the Obama years, which is, Obama doesn’t think of America as any different than Belgium. Obama believes in Belgian exceptionalism. And that to me is kind of where I am. I think that we’re about to move into an era where America’s flaws, in addition to all of our existing flaws like gun violence and our history of racism, et cetera—the American system’s flaws look a lot more like what flaws look like in other countries.

There’s going to be oligarchy, kleptocracy, corruption. There’s no special sense that the huddled masses around the world are welcome here any more than they might be welcome anywhere else. They frankly are probably going to be welcome here less than they’re welcome in certain other places.

And so to me, that is what I see differently. I reserve the right to change my mind about that at some point, but that’s where I’m at right now.

Demsas: Yeah. I think in contrast to this large view about the American idea of maybe being different than we believed beforehand is this, I think, really popular take that’s picking up steam, which is about just Democrats need to moderate on cultural issues, whether it’s about immigration, or it’s the issue of trans women and girls in sports. They’re just too left of the median voter, and you don’t actually need to do a bunch else other than accept that people are where they are on those places and not go so far away from it.

The data point that’s kind of in favor of this, particularly on the trans-girls-in-sports one, is Kamala Harris’s leading super PAC, Future Forward, finds that the most effective, or one of the most effective, Trump ads is one of the “Kamala is for they/them, President Trump is for you” ads. They find that it shifted the race 2.7 percentage points in Trump’s favor after people watched it.

How relevant do you think that the Democratic Party’s leftward shift on cultural issues is to Harris’s loss? And I mean, there’s some people who I think are really making the claim that you could just really focus on this and you don’t need to make these kind of larger arguments about strategy or how we’re speaking to America on economic policy.

Miller: I don’t think that this was alone to account for Harris’s loss or even maybe the biggest thing to account for her loss. I think that she didn’t really respond to that ad in particular quite well, and that maybe that was a strategic mistake. I think her campaign—and she didn’t run like an overly “woke,” culturally left campaign. Ao the question is, did the Democratic brand on those issues drag her down? I think possibly.

To me, look, could Kamala Harris have squeaked out a victory this time while holding the same positions on trans issues had inflation been 20 percent better? Maybe. Probably. It was a clear victory for Trump, but it wasn’t, you know, Reagan ’84.

A couple of things changed, and had that one, the cultural stuff stayed static, could she have still won? Clearly. I mean, Biden won in 2020, when all of those issues were more high-salience, I think, than they were this time. Biden, not a Black woman—so maybe there’s something to that as well, that he was able to be a little bit more resilient against attacks on those issues.

So maybe that’s worth thinking about. I would say this, though. If the Democrats want to have 60 senators again ever, then yeah, they got to moderate on cultural issues. You know what I mean? There are two ways to look at this: Can Democrats still win elections by maintaining their views on everything? Yes. Are the Democrats giving away huge swaths of the country by not really even engaging with their concerns about the leftward shift of the party on a wide array of issues? Yeah, they are. I get the land-doesn’t-vote thing, I get it, but look at the map.

Demsas: [Laughs.] We’ve all seen the map.

Miller: The map is still the map, you know what I mean?

And Trump gained in all of those little red counties out there where it’s just land, all right? But he gained. There are a handful of people out there, and he got more of them, in every county. And the Democrats’, I think, choice to just say, Well, we’re just giving up on that and we’re just going to focus on the more dynamic parts of the growing parts of the country and, eventually, demographics are destiny and blah, blah, blah, that looks like a pretty bad bet today.

I’m not out here being like, yeah, you got to throw trans people or migrants under the bus for them to win. But certainly the cultural leftward shift has created a ceiling on Democratic support that I think has a negative effect for the party, but also for progress on a lot of those issues.

Demsas: Yeah. I think it’s obviously very up in the air here, how people are gonna take this mantle of how you should moderate, and I think that there’s bad and good ways that people can take this. And I think that there’s a level to which people—you don’t have to be throwing trans people under the bus. Maybe we need to figure out ways, whether it’s how Democrats responded to this with gay rights, where they talked about federalism a lot and made sure the country moved toward the issue before making it a national issue.

But I think the most important and damning thing that Democrats are clearly responsible for in the choices they have made is about the poor governance in blue cities and states. This is one of my hobbyhorses, but you see massive shifts, as you mentioned, in high-cost-of-living places that are heavily democratic, in New York and in California and in a lot of the Northeast. And I think it’s hard to see that as anything other than just a repudiation of Democratic governance and particularly the cost of living and the cost of housing in these places.

And so, to me, when you talked about the Democratic brand, I mean, when you’re in a cost-of-living election, yes, there are marginal effects on these cultural issues we’re talking about here. Yes, there are things that campaigns can do better. Yes, there are candidate effects. But if people are asking themselves, What does it look like, how does it feel to my pocketbook to live in a Democratically run state versus a Republican one? I feel like they’re being told a very clear story.

Miller: I think that that’s true. I’ve been ruminating on this a lot over the past week. I live in Louisiana, so there is the kind of emotional guttural response I have to this, which is, do you think Louisiana is being governed that well? Because I don’t.

Demsas: Yeah. Well, on cost, though, right? It’s cheaper, obviously, to have a house in Louisiana.

Miller: It’s cheaper to have a house in Louisiana because of the economic destruction of the state over the past couple of decades and the fact that everybody that grows up in parts of the state that’s not this corridor between New Orleans and Baton Rouge leave home. And a lot of people in these places leave home, too, looking for better economic opportunities. And that’s sad for the state.

That is my initial response, which is emotional, which is like, okay, sure. But why does Kamala Harris have to carry the baggage for the place I used to live—Oakland—but Donald Trump doesn’t have to carry the baggage for the hollowing out of big parts of Louisiana? That said, it’s true that it hurt the Democrats, right? And it’s also true that the Democrats have been badly managing these big cities. And if you just look at the numbers, suburban Democrats—and this could be a counterargument. Now, I’m going to really give you a galaxy brain, Jerusalem, to your original data point earlier that the three-point effect in the battleground states versus national speaks to a campaign effect? Maybe.

Maybe it also speaks to the fact that a lot of these battleground states are made up of places that have mixed governance and big suburbs where the Democrats are doing better. Democrats are doing better in suburban America because they know they’re not feeling the acute pain of governing issues that have plagued a lot of the big cities. And surely there are a couple of big cities in those seven swing states, but none of the ones you think of when you think of major disruptions, and that maybe that explains it and that the Republican gains were in a lot more of those places like that, Illinois, New Jersey, California. Anyway, just something to noodle on.

But I think that it is objectively true that Democrats are doing better in places that have not been plagued by some of these bad governing decisions on crime and on housing that we’ve seen for in Democratic cities, and the Democratic mayors and Democratic governors in blue states should fix that.

And it’s the No. 1 thing—the last thing I’ll say on this is—the No. 1 thing that comes to mind when I already hear stupid parlor-game stuff about 2028 and it’s like Gavin Newsom and J. B. Pritzker. And to me, the No. 1 thing Gavin Newsom and J. B. Pritzker need to do if they want to run in 2027 is make Illinois and California run better in the meantime. Otherwise, nothing against either of those two guys, but I think that they’re going to carry this baggage that you’re talking about.

Demsas: Well, I could go on about housing in blue states forever. And there’s an article popping, I think today, listeners, as you’re hearing about this, about why I think this was a big issue for the election.

But Tim, always our last and final question.

Miller: Okay.

Miller: What is something that you once thought was a good idea but ended up only being good on paper?

Miller: Oh, okay. Hold on. I wasn’t prepared for this. I misread the question. I thought it was an idea that was only good on paper that then ended up being not good on paper.

Demsas: Idea could be good.

Miller: No, no, no. I’ll come up with one where I’m wrong. I’m happy to bet where I’m wrong. I was just saying the ideas are endless on those.

Demsas: Oh. Yeah, yeah, yeah. Something that you held, yeah, yeah, yeah.

Miller: An idea that I thought that was good on paper that ended up not being good on paper. Well, I guess I have to give the obvious answer to that question, sadly. I don’t get to rant about daylight savings time as I hoped to—an idea that was certainly good on paper in the 1800s or whenever they came up with it that’s no longer good. Falling back, that is. Permanent daylight saving time: good idea.

Changing times: not good.

Demsas: Four hundred electoral votes for whoever does this.

Miller: Yeah. The idea that I thought that was good on paper that is relevant to this podcast—because I literally put it on paper and wrote it—was the aforementioned 2013 GOP autopsy.

Demsas: Oh, yeah.

Miller: Well, how great! Compassionate conservatism. Republicans can diversify their party by getting softer on cultural issues and reaching out to the suburbs and reaching out to Hispanic voters and Black voters, criminal-justice reform, and that through criminal-justice reform and immigration reform and softening on gays, that Republicans can have a new, diverse electorate, and we can all move into a happy, bipartisan future.

That was a great idea on paper that backfired spectacularly, and now the Republicans have their most diverse electorate that they’ve had ever, I think, voting for Donald Trump after rejecting all of those suggestions that I put on paper. So there you go.

Demsas: As one vote of confidence for younger Tim, there are very many ways that history could have gone. I think that people often forget how contingent things are and how unique of a figure Trump is. And right now we’ve talked through a bunch of different ways that people are reading this moment, but there are a lot of ways that people can go, depending on what candidates do and say and how they catch fire and their charisma and what ends up being relevant in two years and in four years. So a little bit of sympathy for younger Tim.

Miller: I appreciate that. And that is true. Who the hell knows, right?

Demsas: Yeah, exactly.

Miller: Had Donald Trump not run that time and he decided he wanted to do some other scam instead, then maybe Marco Rubio is the nominee and those things do come to pass.

Demsas: [Laughs.] Yeah. If Obama doesn’t make fun of him at the White House Correspondents’ Dinner, we’re not even sitting here on this podcast.

Miller: Great job, Jon Lovett, or whoever wrote that joke.

Demsas: [Laughs.]

Miller: I’m just joking.

Demsas: Yeah. Well, thank you so much, Tim. Thanks for coming on the show.

Miller: Thank you, Jerusalem.

[Music]

Demsas: Good on Paper is produced by Jinae West. It was edited by Claudine Ebeid and engineered by Erica Huang. Our theme music is composed by Rob Smierciak. Claudine Ebeid is the executive producer of Atlantic audio. Andrea Valdez is our managing editor.

And hey, if you like what you’re hearing, please leave us a rating and review on Apple Podcasts.

I’m Jerusalem Demsas, and we’ll see you next week.

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How do you know when a democracy slips into autocracy or fascism or some other less-free and less-savory form of society? Do they hang out a sign? Post it on X? Announce it on the newly state-controlled news channel? In the run-up to Donald Trump’s election, and even all the way back to his first administration, people who study autocracies in other countries have shown us how to spot the clues. One reliable teacher has been Atlantic staff writer Anne Applebaum, author of Autocracy, Inc. and co-host of the podcast series Autocracy in America. Over the years, Applebaum has situated Trump’s musings in a broader historical context. She’s pointed out, for example, that when Trump fired government watchdogs in his last administration or talked about deploying troops against protesters, those are actions that other dictators have taken.

In the last few months of his campaign, Trump was free and open with his dictatorial impulses as he talked about punishing “enemies from within.” Now that he’s won, have we crossed the line into a different kind of country? In this episode of Radio Atlantic, Applebaum joins political writer McKay Coppins to help us know how to find the line. Does this resounding win mean the electorate gave Trump a mandate to act on all his impulses? Does he mean what he says? And how will we know?

The following is a transcript of the episode:

Hanna Rosin: This is Radio Atlantic. I’m Hanna Rosin. So Donald Trump won. It’s looking like he won every swing state and, also, like there was a rightward shift even in the states he lost. He won even though, in the last months of his campaign, he was at his darkest and most crude. None of that mattered, apparently.

So here to help us understand what happened are two Atlantic staff writers: Anne Applebaum, who covers threats to democracy—hi, Anne—

Anne Applebaum: Hello.

Rosin: —and political reporter McKay Coppins. Hi, McKay.

McKay Coppins: Hey.

Rosin: So, McKay, what do we know about how he won? The particular coalition, the demographics—what do we know so far?

Coppins: Well, you just got at it. I think that the most surprising thing is not that he won—because the polls were so tight, and everyone was warning us to be prepared for either candidate coming out victorious—but the fact that he won so decisively, making gains in almost every state and almost every demographic group is something that I think most people were not prepared for.

Just to run through a few of the highlights: He made major gains with Latino voters, according to exit polls. It depends on which exit poll you’re looking at, but Harris won Latinos by between eight and 15 points. That is a lot less than Biden’s roughly 30-point win among Latino voters four years ago.

He made some more modest gains with Black voters, especially young Black men. A lot of Trump’s gains were concentrated with men. One exit poll showed him narrowly winning Latino men; the other one showed him narrowly losing them. But in either case, that is dramatically outperforming his performance in 2020.

And so, you know, you take all this together, and what you see is that there is a rightward shift at almost every section of the electorate. And, you know, that includes parts of the Democratic coalition that Kamala Harris and her campaign thought they could take for granted coming into this race.

Rosin: And is it just men? Like, everyone you mentioned were men. It’s like, Latino men, young Black men—

Coppins: It definitely was. He definitely did better—

Rosin: (Laughs.) Sorry, McKay.

Coppins: (Laughs.) Not to speak for my entire gender here, but he did seem to do much better among men. Though, I will note that, coming into the campaign, a lot of Democrats had pinned their hopes on the idea that Dobbs would motivate a surge of women to support Harris.

And we’re so early now that it’s still hard to tell from the exit-poll data how much that happened, but it is worth noting that Trump won white women in this election. He won them narrowly, but there was some hope among Democrats that Dobbs would push independent and even former Republican white women to the Harris camp. That does not seem to have happened in the numbers that they were planning for.

Rosin: So all of that is somewhat surprising and things we have to reckon with over the next many months and years.

Anne, you have been helping us understand, over many years, what it looks like when a country or democracy drifts towards autocracy. How do you read this moment?

Applebaum: So I read this moment not so much as something new but as a continuation of things that we’ve seen in the past. I felt that, during the campaign, it would be useful for me to record some of the things the president was saying, to say how they echoed in history, to comment on how those things compared to what has happened in other countries.

I did a podcast about this with The Atlantic. It’s called Autocracy in America. When he was last in the White House, Trump ignored ethics and security guidelines. He fired inspectors general and other watchdogs. He leaked classified information. You know, he used the Department of Homeland Security in the summer of 2020 as if it were the interior ministry of an authoritarian state, kind of deploying troops in American cities.

Obviously, he encouraged the insurrection at the Capitol on January 6. When he left the White House, he took classified documents with him, and then he hid them from the FBI. I mean, all those things are indicative of somebody who is in defiance of the rule of law, who thinks he’s above the rule of law, who’s seeking to avoid normal rules of transparency and accountability, who wants to help his staff get around, as I said, things like security, clearance, guidelines, and so on.

And those things do represent a break with all previous presidents in modern history: Republican, Democrat, left wing, right wing—all of them. We didn’t have a president before who defied those kinds of rules and norms and laws and respect for some basic principles of the Constitution before.

The fact is that people either liked it that he was doing that—they found the transgressiveness attractive, along with the language that he used about his enemies, you know, calling them “vermin” and the “enemy within” and so on. Either that was appealing—and, of course, that kind of language historically has been appealing; it does appeal to people—or they didn’t care.

But that means that there has been a shift in how Americans see their government, what they understand the Constitution is for. And that shift clearly precedes Trump. I mean, probably he helped shape it during his first term. He helped shape it during the four years he was out of power. But we now have a country that is prepared to accept things from their leader that would have tanked the career of anybody else eight years ago.

Rosin: So did you wake up on Wednesday morning and think, I live in a different country than I thought I did?

Applebaum: No. I mean, I thought from the beginning of this election campaign—I thought it was possible that he would win. I mean, I suppose, particularly the last couple weeks of his campaign, when he became darker and darker and more and more vitriolic, you know, I wondered whether some of that would bother people.

You know, the imagining guns trained at Liz Cheney, you know, talking about his enemies as the enemy within, talking about using the expression vermin or poison blood—these are terms that are directly taken from the 1930s and haven’t been used in American politics before. So I wondered whether people would be bothered by that.

But am I entirely surprised that they weren’t? No, I’m not. I think the population is now immune to that kind of language, or maybe they like it.

Coppins: Yeah, I would just say: I think that is one of the legacies of the Trump era, is how much he has successfully desensitized the country to this kind of rhetoric and behavior that, in an era not that long ago, voters would have deemed disqualifying.

He has managed to convince enough Americans that this kind of behavior, this kind of rhetoric is okay or, at least, that it doesn’t matter that much. And looking forward, I do think that’s going to be something we live with in our politics long after Trump is gone.

Rosin: I mean, there’s one way of looking at what you both are saying, which is: We woke up today; we have confirmation that we live in a failing democracy. But we actually don’t. All we have confirmation of is that people either don’t care that he talks like an autocratic ruler, they don’t notice, they like it, or they don’t put it in a broader historical context, which is that these are actual signs of actual autocracies, which happen all the time in history and across the world. Right? That’s all we know so far.

Applebaum: Yeah, that’s all we know. That’s all we know. We also don’t know whether Trump will do some of the things that he said he would do. I mean, he talked about mass firings of civil servants. He talked about having people around him who were loyalists. That’s what political scientists would describe as “capturing the state”—so taking over government departments, government institutions, putting them not in the service of the nation and of everybody but making part of your political machine, using them for your political purposes.

He talked about doing that. Will he try it again? Maybe, if he has a House and a Senate that will support him. As we’re speaking, we don’t know about the House, so we’ll see. They might make it easy. Will the judiciary support him? Some of it will. So will he do it? I don’t know.

General John Kelly, who was his former chief of staff, has said that last time Trump was president, he talked about: We should investigate or get the IRS on—at that time he was talking about the former FBI director, James Comey, or his deputy, Andrew McCabe. Maybe now he’s talked about punishing Adam Schiff—who’s a congressman, now a senator, who he doesn’t like—or Nancy Pelosi.

Will he do it? Will he use the IRS to go after people? I mean, that’s another thing that happens in failing democracies. And it’s also something that has happened in U.S. history before, so it’s not unimaginable.

So I don’t know whether he’ll do these things, but it’s now on the record that he has said he would, or he said he wants to. In some of the documents written by people around him, there have been plans to do that. That’s what Project 2025 was, in part. And none of it bothered people, and so we have to assume that it’s a possibility.

Coppins: I do think, to answer your earlier question, that it’s worth noting that, while a lot of voters went into the ballot box thinking about democracy—and in fact, according to one exit poll, around a third of voters said democracy was their top issue—a lot of voters were not thinking about these things, and they were not voting based on hoping that Donald Trump would weaponize the IRS against his political enemies. For example, a third of voters said the economy was their top concern. And I think when we talk about the shifts among those demographic groups, we have to acknowledge that a lot of it was a very simple response to groceries costing more, inflation being up, feeling like the economy was on the wrong track, and responding to a deeply unpopular incumbent president.

And while we can sit back and look at the broad scope of history, it is clear that not all voters who went in to vote in these last few weeks were thinking about democracy. But I think it’s also good to point that out because Donald Trump is going to claim a mandate, coming out of this election, and say: I swept the swing states. The voters want me to have all this power. He’ll implicitly say, They want me to abuse my power. They’ve given me permission to do whatever I want. And I think that it’s worth noting that for a whole lot of people who voted for him, they just wanted him to make groceries cost less.

Applebaum: Yeah, but that’s not really an excuse. I mean, you are, as a voter, obligated to know what the person you’re voting for stands for. And the responsibility of the president of the United States is not merely to control inflation. The president also has a lot of power over the U.S. government, over U.S. institutions, over American foreign policy, and by deciding you don’t care about those things, you do give him that mandate.

Coppins: But my concern is that there’s a risk of a kind of democratic fatalism coming out of this election, where we will decide that: Look—Americans voted for this aspiring autocrat, therefore he will be an autocrat, and democracy has failed.

And I think that it’s worth parsing this electoral data a little bit and acknowledging that a majority of Americans did not necessarily give him an autocratic mandate. Whether they were thinking about the things that they should have been thinking about, weighing the priorities the way that we think they should have been, I don’t think we should let—it becomes almost a self-fulfilling prophecy if we let Trump and his allies claim that, because he’s said and done all these things and he won the election, he now has permission to do whatever he wants.

Rosin: Yeah. One way of seeing the vote is that it wasn’t at all a referendum on Trump. It was people saying: My life was better in 2019, so I’m going with Trump. And I think why what you’re saying is important, McKay, is because people who didn’t vote for Trump can get discouraged and overwhelmed and tell themselves, People who voted for him voted for everything he stands for. And what follows from that is a sense of alienation. Like, This is not my country, and I don’t understand what’s going on.

Anyway, Anne, you mentioned that Trump ran an explicitly vengeful campaign, that he would come after “enemies from within,” whether they were immigrants, Democrats, or us, the journalists. And you have taught us to take leaders’ words seriously. And yet a lot of people, not just voters, have said, Oh, this is hyperbole. Stop taking it so seriously. So how do we know the difference?

Applebaum: We’ll know by his actions. Maybe it’s true that by saying those things and by acting out vengeance, maybe that was appealing to people who want some kind of vengeance, who are angry at whatever—the economy or the system or the establishment or the media or Hollywood or the culture—whatever it is that they’re angry at or feel deprived by, that he acted that out for them, and that was appealing to them. I’m sure that’s a piece of the explanation.

And then another piece of the explanation is that there were people, like The Wall Street Journal editorial board or the writer Niall Ferguson, who said, Oh, these things just don’t matter. It’s just hyperbole. You know, That’s just how he talks. So we’ll see, and we’ll wait for it.

Rosin: McKay, Project 2025, which came up a lot in the campaign and has been described as a blueprint for the next administration, includes transformative ideas about everything from abortion to tax policy. How much do you think that’s a realistic roadmap for what the administration might do?

Coppins: I would take it seriously. I think that there is a risk that—because Donald Trump, realizing it was a political albatross around his neck, decided to distance himself in the final months of the campaign—that we collectively take him at his word, and I don’t think we should.

I think that what he ends up doing in his next term will rely a lot upon who he appoints to his administration. I reported, back in December, that, in talking to people in Trump world about future appointees, the watchword was obedience. They talked about how Trump felt burned in his first term by appointees, people in his cabinet who saw themselves as adults in the room, who believed that their role was to constrain him, to keep the train on the tracks. And he doesn’t want people like that in his next administration. He doesn’t want adults in the room. He doesn’t want James Mattises or Mark Milleys or John Kellys. He wants absolute loyalists, either people who share his ideological worldview or, out of a sense of ambition or cravenness, are willing to do exactly what he says without questioning it.

And so when you look at Project 2025 and the part of the plan, for example, that has to do with politicizing the civil service, taking 50,000 jobs in the federal bureaucracy and making them political appointees subject to the whims of the president, it will matter a lot whether he follows through on that and who those people are.

A big part of Project 2025 was identifying loyalists, partisans, conservatives who could fill those roles. And so I think, when we talk through his next administration, what his agenda will look like, a lot of it comes down to this kind of truism of Washington that personnel is policy. So does Stephen Miller return to his administration in some kind of role where he gets to oversee immigration enforcement? It’s entirely possible, but that will make a big difference in terms of how much he follows through on his threats of mass deportation.

Who does he appoint as attorney general? That was one role that everybody I talked to in Trump world told me he was very committed to getting right because he felt the two men who served in that role in his first term betrayed him. So is it somebody like Josh Hawley or Mike Lee or Ted Cruz? These are the questions that we’re going to have to be answering, and we’ll get a lot more clarity in the coming weeks and months as we see those appointees and those short lists emerge.

[Music]

Rosin: After the break, we’re going to get into what mass deportations under Trump could look like.

[Break]

Rosin: Something else I’ve been thinking about a lot that Trump has threatened is mass deportations. They are expensive. They’re actually quite difficult to carry out. They require a lot of manpower, local and national. Is that bombast? Is that a realistic threat? How will we know the difference?

Coppins: Yeah. Again, this is where I think personnel will matter a lot, who is head of the Department of Homeland Security, for example. But just to go through what Trump promised on the campaign trail: He said that he would build massive detention camps, implement mass deportations at a scale never before seen in this country, hire thousands of additional border agents, use military spending on border security.

He even said he would invoke the Alien Enemies Act of 1798 to expel people who were suspected of being in drug cartels or gangs, without a court hearing.

He said he would end “catch and release,” reinstate the “Remain in Mexico” policy. And I think it’s notable that he did not directly answer whether he would reinstate family separation, which was the most controversial aspect of his immigration policy in the first term.

Take all these together—I think there are some of these things he could do pretty easily on his own with executive orders, and there’s not a lot of evidence that he could be constrained by the courts or by Congress. There are some things, like building massive detention centers, that would require a lot of money. Hiring thousands of more border agents would require a lot of money. So this is where control of Congress is going to matter a lot.

Rosin: Are there others on his list that are top of mind for either of you? Aid to Ukraine is one that I’m thinking of. Are there others where you’re going to be vigilantly watching: Okay, he said X. Is he going to do X?

Applebaum: Aid to Ukraine is in a slightly different category. It’s not about American autocracy and democracy. It’s a question of our position in the world. Are we going to remain the leader of a democratic camp, which is opposing the growing and increasingly networked autocratic camp? Will we oppose Russia, which is now in alliance with Iran and North Korea and China? Or will we not?

And this, again, from Trump world, I know a lot of people who spent a lot of time in the run-up to the election trying to find out what Trump meant when he said, I’ll end the war in one day, which has been his standard response when asked about it. And you can literally find almost as many interpretations of that expression as there are people in Trump’s orbit.

I mean, it ranges from, We’re just going to cut off all the funding, to, We’re going to give Ukraine to the Russians, to something quite different. There are people who said: No. We’re going to threaten the Russians. We’re going to tell them we’re bringing in a thousand tanks and a thousand airplanes unless you pull back. And so that’s another version that I’ve heard. There are versions that suggest offering something to Russia—you know, some deal. But honestly, I don’t know.

Rosin: But those are legitimate foreign-policy debates. You can be an isolationist democracy. Those are not fundamental threats in your mind to the nature of this country and what it should be?

Applebaum: No, although there are connections and have always been—we haven’t always acknowledged them—between America’s alliances and America’s democracy. So the fact that we have been aligned in the past with a camp of other democracies, that we put democracy at the center of our foreign policy for such a long time during the Cold War, was one of the reasons why our democracy was strengthened.

It’s well known that during the Cold War, one of the reasons why there was an establishment shift towards favoring civil rights and the civil-rights movement was the feeling that: Here’s this thing we stand for. We stand for democracy. We stand for the rule of law, and yet we don’t have it in our own country. And there were a lot of people who felt that very strongly. And it’s not a bad reason why that happened, but it’s part of the explanation.

You know, Who are your allies? Who are your friends? This affects, also, what kind of country you are and your own behavior. Who are your relationships? You know, if our primary political and diplomatic and economic relationship is with Russia and North Korea, then we’re a different kind of country than if our primary relationship is with Britain and France.

Coppins: The only other kind of policy area that I’ll be keeping an eye on is tariffs. He has said that he would impose between 10 and 20 percent across-the-board tariffs on all U.S. imports and a 60 percent tariff on all Chinese goods.

A lot of economic experts pointed out that this would very likely cause massive inflation. And given that he was just elected, in large part, on voter frustration with inflation, it’s an open question whether he’ll follow through on this. He clearly does not believe—and this is one of the few issues that he’s been pretty consistent on his entire life—he does not believe it would cause inflation. Almost every economics expert disagrees with him.

And in his first term, there were people in the White House who blocked him from imposing more tariffs than he actually did, in fact to the point where we saw reporting from Bob Woodward that his staff secretary was literally taking executive orders off his desk before he could sign them and kind of losing them in the bureaucracy of paperwork. Will there be somebody like that this time? Will there be somebody who can get his ear and convince him not to go through with this? That is something that I think a lot of people will be looking at because the economic implications for this country and globally could be pretty profound.

Rosin: And what are the bigger implications of tariffs? Like, that could just be a legitimate economic debate. Some people believe in tariffs. Some people don’t believe in tariffs. And it’s an experiment and, you know, economic protectionism.

Coppins: I would not say that this is one of those kind of core democratic issues, that certainly, to various degrees, there have been protectionist policy makers and politicians in both parties over the last several decades. It could cause a trade war. It could interfere with our diplomatic relations with the countries that we’re imposing tariffs on. There are a lot of trickle-down implications.

But yes, I do think it’s important. And I like that what you’re doing here is separating the issues that are kind of more typical policy disagreements from those things that Anne has been talking about, which are fundamental to American democracy. I don’t think tariffs are, but they could have an effect on a lot of Americans, and so that’s why I think it’s worth keeping an eye on.

Rosin: Okay. There’s obviously going to be some resistance to Trump. Let’s start simple: McKay, who is going to be the leader of the Democratic Party?

Coppins: So, obviously, if Democrats take control of the House, Hakeem Jeffries, the next speaker, would, I think by default, become the kind of leader of the Democratic opposition to Trump, at least for a while.

If Democrats don’t take control of the House, I think it’s a very open question and, frankly, it’s one that Democrats probably should have been trying to answer two years ago. Joe Biden deciding to stay in the race after the 2022 midterms will probably go down as one of the most consequential political decisions in this era. The fact that he stayed in for so long, only to drop out in the final months of the election, meant that Democrats didn’t really have time to have the big intraparty debate about what they should stand for, who their standard-bearer should be.

That debate will be happening now. And it’s going to be contentious and noisy and unsettling to a lot of left-leaning voters. I also think it’s healthy to have these conversations. And I think Democrats, in some ways, are kind of innately averse to that kind of contention. And I think that they might need to kind of get comfortable with it, because one way to look at the two elections that Donald Trump has won is that he really benefited from the fact that Democrats cleared the field for the two nominees he ended up beating: Hillary Clinton in 2016, Kamala Harris in 2024.

One takeaway that I think a lot of Democrats will have is that Democrats need to decide that they’re okay with a little messiness in letting their voters decide who their nominee will be.

Rosin: Anne, when other countries have faced a moment like this—a moment when you have to be vigilant, things are in the balance, the opposition feels alienated, it’s unclear who the opposition leaders are at the moment—how do you move through a moment like that? Like, how have other countries successfully moved to a healthier place?

Applebaum: I mean, it almost entirely involves building broad coalitions. The only real example I can give: I live part of the time in Poland. We had an autocratic, populist government takeover in 2015. They did try to capture the state.

They did it pretty successfully. They took over state media, which is a big deal in Poland, and they made it into a kind of propaganda tube. Poland has some state companies, and they took over the companies and began using the money to fund themselves and their party and so on. They enriched themselves, and they tried to create a system whereby they would never lose again.

Remember that another sign of autocracy and a very, very important thing to watch for is corruption. Because when you remove guardrails and when you remove inspectors general and when you weaken the media, then it becomes much easier for people to be corrupt. And we’ve already got that problem in our system, and it’s going to get a lot worse.

Essentially, what happened was the building of a coalition that went, in their case, from the center-left to the center-right—kind of center-left liberal, center-right—of people who wanted something. It was, in part, an anti-corruption coalition, so it wasn’t so much built around fighting for democracy, although that was a piece of it.

The coalition was also seeking to fight against corruption and for good government. But it took eight years. It was a long process. And along the way, a lot of money was stolen. And the institutions declined, and the country is worse governed, and there are a lot of problems that are not going to be easy to solve.

But there’s a look for coalitions. There was some internal soul-searching about what it was we did that—Why did we lose? But I’m not sure even how useful all of that was. I mean, what mattered, in the end, was the reconstruction of an opposition that had a clear message, that had a clear critique, and offered a vision of a different kind of future that was led by somebody who was charismatic.

Rosin: Yeah. That is actually really useful, even to know that the coalitions don’t have to be for the restoration of democracy. They can be against mass deportation, against tariffs. Like, you can form coalitions, if you tell yourself, No, the voters did not give a mandate to Donald Trump to do whatever he wants and carry out all of his policies. That is not what happened in the last election, coalitions can form—popular coalitions—around all kinds of issues.

Applebaum: Yeah. I mean, you could have a coalition that really cares about women’s issues and women’s rights and abortion rights. And you can have another one that really cares about the environment. And you can have another one that really cares about corruption. And you link them together, and then you have a movement.

Rosin: Right.

Applebaum: And that’s sometimes more effective. I mean, democracy is an abstract word that doesn’t necessarily mean things to people. It has to be made real through something that people experience. And maybe that’s how we have to look at it too.

Rosin: Yeah. I think the thing that catches me in this election, which we haven’t quite touched on, is the truth-and-lies problem. I find that so overwhelming, like, the idea that people believe an untrue thing about what happened on January 6 and an untrue thing about what happened at Springfield, Ohio. And, as a journalist, I always find that an impossible barrier to cross. But maybe you’re suggesting ways to cross that barrier is: Well, people believe smaller truths.

Applebaum: It’s one of the ways. We now have an information system that enables the creation of alternate realities. For me, one of the really striking things about the election campaign wasn’t so much Trump. It was Musk. Elon Musk, who owns a big and important social-media platform, was saying things that he must have known not to be true: falsehoods about immigration, about the election.

He was allowing the platform to deliberately promote them. And he seemed to be doing that as a way of demonstrating his power. He was showing us that he can decide what people think. And he was working hard to create this alternate world in which things that aren’t true seem true. And that—I’m afraid it was really successful.

Rosin: Right.

Coppins: And the other thing that I think we’ve seen is that a big purpose of propaganda and disinformation is not even just to convince people that a certain thing is true but to almost exhaust their ability to tell the difference between what’s true and what’s not, and make them cynical and fatigued and disinclined to even try.

I remember in 2020, I spent a lot of time covering disinformation in the campaign. And that was the thing that I would encounter when I talked to Trump voters. It wasn’t so much that they believed everything he said. Some would even acknowledge that he would lie or exaggerate. But they would throw their hands up and say: Yeah, they all lie, right? Who even knows what’s true? And that, I think, is the thing that we need to guard against over these next few years.

Applebaum: That is the essence of Putinist propaganda. It’s not so much that you’re expected to believe everything he says about whatever, the greatness of Russia or the horror of Western civilization. But you’re expected to become so confused by the multitude and number of lies that you’ve been told that you throw your hands up in the air, and you go home, and you say, I don’t know anything. I can’t be involved in this. I don’t want anything to do with politics. I’m just going to live my life.

And that turns out to be a really, really successful form of propaganda, probably more successful than the old-fashioned Soviet thing of telling everybody that everything is great, which you can disprove pretty easily.

Rosin: Well, Anne and McKay, with your idea of coalitions, I had almost succeeded in finding us a practical path of thinking about a future. But now we’re back at this big veil of disinformation, which is not the place I want to end. Is there some way to turn that ship?

I’ll ask you again, Anne: How have people turned that ship when you find a culture, a populace that’s just become cynical and overwhelmed by lies? How have other countries successfully crawled out of that disinformation?

Applebaum: You build relationships of trust around other things. I mean, almost as we were just talking about, you find alternative forms of communication, all different ways of reaching people. That’s the only way.

Rosin: All right. Well, Anne, McKay, we will have many more such conversations, but thank you for helping us be more discerning.

Coppins: Thank you.

Applebaum: Thanks.

[Music]

Rosin: This episode of Radio Atlantic was produced by Jinae West and Kevin Townsend and edited by Claudine Ebeid. It was engineered by Rob Smierciak. Claudine Ebeid is the executive producer of Atlantic audio, and Andrea Valdez is our managing editor. I’m Hanna Rosin. Thank you for listening.

Subscribe here: Apple Podcasts | Spotify | YouTube | Overcast | Pocket Casts

Why are people frustrated by high levels of immigration? As refugee crises proliferate, this has become a central political question. In order to justify anti-immigration policy or rationalize restrictionist sentiment, commentators and elected officials have repeatedly returned to one hypothesis: Immigration must be bad for American workers.

There’s just one problem: This hypothesis is wrong. Economists have studied this question repeatedly, in a variety of contexts and in every segment of the population, and they have found that the demand effect consistently outweighs the supply effect. Simply put, when immigrants come to a place looking for jobs, they also demand goods and services—thus creating jobs for native-born workers. Immigrants need legal services and taxi drivers; they need groceries and cars. The question has always been which effect is bigger. And the literature has resoundingly answered that the demand effect wins out.

This doesn’t explain away all immigration worries. But it should force politicians to seriously reckon with why xenophobia exists instead of resigning themselves to treating new immigrants as an economic burden, when, for example, they were actually the “sole source of growth in the U.S. working-age population in 2021 and 2022.”

On today’s episode of Good on Paper, I’m joined by my colleague Rogé Karma who recently dove into the economics literature, originally expecting to find some negative effects on wages, only to be repeatedly struck by the truth: Anti-immigration sentiment has no economic justification.

“I think there is a lot of this deep discomfort with non-materialist explanations,” Rogé argues. “I think one of the most revealing things here is that the demographic that is most opposed to immigration are older folks living in rural areas, many of whom are retired. And the people who tend to be most supportive of immigration are working-age people living in big cities where immigrants are more common. So if you thought, Okay, this is a product of the people who immigrants are directly competing with … you would think, Oh, this would show up where the immigrants are, and it doesn’t.”

The following is a transcript of the episode:

Jerusalem Demsas: It’s Election Day, and in place of any exit-poll astrology, we’re going to talk about something that’s been a driving force in the campaign: immigration, specifically the research about the relationship between immigration and wages.

A common line bandied about in politics is that immigration reduces the wages of native-born Americans. It’s most commonly been pushed by restrictionists on the right, like J. D. Vance and Donald Trump.

J. D. Vance: And then I think you make it harder for illegal aliens to undercut the wages of American workers. A lot of people will go home if they can't work for less than minimum wage in our own country. And by the way, that will be really good for our workers who just want to earn a fair wage for doing a good day’s work.

Donald Trump: Decades of record immigration have produced lower wages and higher unemployment for our citizens, especially for African American and Latino workers.

Demsas: However, I’ve noticed a growing openness to the idea that immigration hurts American workers, not just from longtime restrictionists, but also from Democrats and liberals who are scarred by their loss in 2016 and fretting over the possibility of losing the 2024 election. But sometimes a lot of smoke is just a smoke bomb.

[Music]

This is Good on Paper, a policy show that questions what we really know about popular narratives. I’m your host Jerusalem Demsas. I’m a staff writer here at The Atlantic, and today I’ve asked my colleague Rogé Karma to come on the show. We’re going to talk about a recent deep dive he did into the economics literature on the relationship between immigration and wages.

The common thinking goes: If you increase the supply of labor, then you’ll reduce the price of that labor. If immigrants simply weren’t allowed in, then companies would be forced to pay American workers high wages. It seems so obvious, so why does study after study find this to be so wrong?

[Music]

Rogé, welcome to the show!

Rogé Karma: Thanks so much for having me. It’s great to be here.

Demsas: This is one of those episodes where I’m actually having trouble deciding which narrative is the conventional narrative.

Karma: (Laughs.) It’s because you’ve been steeped in the economic literature for far too long.

Demsas: Exactly. But there’s the conventional wisdom in academic circles that immigrants do not reduce native-born wages. But that’s not, I think, the average person’s perception of this, especially if they’re listening to politicians who, on both sides of the aisle, will be kind of making these arguments.

So I want to walk through the evidence together here because, Rogé, you recently wrote a piece, and you’ve spent a big chunk of time this year diving into the research space and really trying to figure out what’s going on. Like, Where is the evidence actually leading us? And I want to start with the Mariel Boatlift. Can you tell us what that is and then what economist David Card found when he looked into it?

Karma: Of course. And the first thing I will say is: I do think there is a little bit of a man-on-the-street, common-sense view that goes something a little bit like, Well, given that there is a fixed pool of jobs in a country, if you add a bunch of foreign-born workers, they’re going to take those jobs from natives. And if you just apply Econ 101, as the supply of a good goes up, like labor, then the price of that good, i.e. wages, falls. And so I think there is a little bit of an intuitive sense that more immigrants would mean lower wages and lower employment prospects. And I think this was actually the conventional view on both sides of the aisle for much of the 20th century, in much of the economics profession for much of the 20th century, until this study came along and shattered the consensus.

And so what happened was: In 1980, Fidel Castro lifted Cuba’s ban on emigration. And that caused about 125,000 Cubans to migrate from Mariel Bay in Cuba to Miami, Florida, and about half of them settled there, which represented a 7 to 8 percent increase in the Miami workforce, which is 25 times the amount that the workforce expands due to immigration in the U.S. every year. So this is a huge change, an incredibly large change.

And years later, what the economist David Card—who will go on to win a Nobel Prize for his work in empirical economics—what he realizes is that this created a perfect version of what economists call a “natural experiment,” that because of this big one-time influx of immigrants to Miami, you could compare the trajectory of native-born wages in Miami to a variety of other cities that prior to the boatlift had similar employment and demographic trends. These include Atlanta, Los Angeles, etcetera. And I think the view was, Look—if there’s any place you’re going to see the negative effect of immigration on wages, it’s going to be with this unprecedented, large, random shock.

And that’s why the finding that Card comes to is so surprising, because he finds that the boatlift had virtually no effect on the wages of native-born workers, including those without a college degree. If you look at a chart of the wages of workers in Miami compared to most of these other cities in the U.S. at the time, there’s almost no difference. You can’t even tell the boatlift happened. And I think what that points to—and the big, overarching explanation that I think the common-sense wisdom got wrong—is that immigrants aren’t just workers. Immigrants are also consumers. They buy lots of things, like healthcare and groceries and housing.

And so at the same time that they are competing with Americans for jobs, they’re also creating more demand for those jobs. They’re creating more employment opportunities. And when you increase the demand for labor, that pushes wages up, even if you increase the supply of labor that pushes wages down. And we can talk about some ways in which this was later challenged and complicated, but I think that’s the big missing piece of the common-sense take.

Demsas: Yeah. I think there’s a level to which you have to really draw out how this works in the real world, because people come, and they’re like, Okay. Now there’s more people who want to eat at McDonald’s. You have to hire more people on shift to service that demand. There are more people demanding taxi cabs. There are more people who now need immigration-lawyer services, so that means you need more legal assistants. That means you need more paralegals. That means you need more janitors cleaning the buildings because they’re expanding into new office space.

There’s a level to which this positive flow is not intuitive to people, because it’s so downstream of the initial event, which is: People are here looking for jobs. It’s the immediate, first thing they see happening.

Karma: Exactly. But it’s funny because when we think about this in a slightly different context, it’s very intuitive. For example, you don’t see Republican politicians going to high-school or college graduations and yelling at graduates or complaining that all of these graduates are about to undermine the wages or employment prospects of adults in the labor force.

Demsas: (Laughs.)

Karma: And that’s because we understand, when it comes to native-born people, like, Wait—population growth doesn’t necessarily mean less for everyone. And so I think when you take this to a slightly different context, it’s like, Oh, wait. This actually does make a lot of sense.

Demsas: Well, I think there’s one thing that I really want to draw out here. Because if you’re an individual person who’s—let’s say you are a high-school graduate. You are working in the types of service-sector jobs that are usually competing with immigrants. Maybe on net what you’re saying makes sense for the entire labor market, but doesn’t it change when you look downstream at the people who are the most likely to be competing with new immigrants for jobs?

Karma: This is exactly the right question. When I mentioned the complications earlier, this is where they come in. There is an argument that has come up in response to the Card paper and its response to a lot of the natural experiments on this. And I should say, also, in addition to the Mariel Boatlift study, there were similar experiments in the subsequent years in Israel, in France, in Denmark that all came to very similar results.

But then there was a backlash set of critiques, which was just this: Okay. On average, wages might not be affected, but what about the least-skilled, the least-educated workers? And, particularly, what about those without a high-school degree who work in the professions that are most likely to be competing with these new immigrants, most of whom—if we’re talking about, at least, undocumented immigrants—are less skilled themselves?

And this was the critique made, and has been long made, by a Harvard economist, George Borjas. And in 2015, he went back to the Card study, and he looked specifically at this group of high-school dropouts. And he found—or, at least, at the time, it seemed like he found—that actually there was a sizable negative effect on this smaller group. And again, this was the explanation: Okay, maybe on average it works out, but the supply-and-demand effects of immigrants are asymmetric.

Immigrants who are unskilled, who come into a country—they compete only with a certain subset of the least-skilled workers, but they’re spending their money broadly. So they might get a job as a lettuce picker or construction worker, but they’re spending their money on a lot more than just housing and lettuce. And so on net, they end up hurting these less-skilled workers more.

Demsas: It’s an inequality story too. All of us get the benefits, especially those of us in high-skilled jobs that aren’t really experiencing this competition, but they’re not concentrated for the lowest income.

Karma: And this is the most, I feel, poignant critique because, yes, this makes higher-skilled workers better off, but it hurts the least of us. And what is really interesting, though, is that Borjas’s debunking of Card has since been debunked.

Demsas: Oh, my gosh. Recursive debunkings. (Laughs.)

Karma: I know. This is all the fun of an academic debate. It has all the titillating content we want.

Demsas: (Laughs.)

Karma: So if you look at what Borjas did, what’s interesting is he didn’t just look at high-school dropouts. He also excluded from his sample women, nonprime-age workers, and, most confusingly, Hispanics, which is sort of absurd. And his justification was that these exclusions left only the workers that were most directly competing with the Marielitos. But it left a total sample of just 17 workers per year.

Demsas: I find this fact so insane. It’s one of those things where I don’t understand what the point of extremely rigorous journal processes for econ journals are if they’re allowing something like this to go by unnoticed, unflagged.

Karma: And I think the reason is because at that point, it’s really hard to tell the difference between an actual empirical finding and just statistical noise.

Demsas: I mean, it’s 17 people.

Karma: It’s 17 people. It’s this extremely specific and hard-to-justify group. And then, what’s interesting is there’s a couple follow-up studies, one of which finds that the effect that Borjas found was because of a change in the way that the census counted Black workers and Black individuals.

Demsas: Oh, yeah.

Karma: And if you just take the way that they were measuring it before, the entire effect goes away.

Demsas: Even with those 17, the sample size?

Karma: Even with those 17.

Demsas: Wow. Okay.

Karma: But I think the broader critique is, Wait. This is ridiculous. Let’s just actually do what the critique says, which is: Let’s just look at all workers who don’t have a high-school degree. And when you actually look at that, Card’s original findings hold up. Actually, workers that lack even a high-school degree didn’t have their wages negatively affected.

And in the subsequent years after this debate, there have been other natural-experiment studies that have found the same thing. One that I really think was done quite well was on Puerto Rican immigrants after Hurricane Maria who came to Orlando. It found the same effect. It actually found, to your point, that while wages for construction workers, specifically, actually did become depressed a little bit, that was offset by a boost in the wages for leisure and hospitality workers. And so, actually, one wrinkle to this story is that maybe some sectors might experience a little bit of this. But on net, it won’t affect the entire skill group. The entire skill group ends up pretty well off. And I think this, for me, was a very counterintuitive finding. And when I asked economists about it, the leading explanation is what was described to me as “specialization plus scale.”

On paper, it looks like—and the assumption has long been—immigrants without a high-school degree are perfect substitutes for native workers without a high-school degree. But it turns out that that’s actually not true. And I think the restaurant industry is a good example of this. Take fry cooks: A bunch of new immigrants come in, and they take jobs as fry cooks working in restaurants. That might depress the wages of local-born fry cooks. But what also happens is: Because the cost of labor has gone down for fry cooks, and because now there’s all this more demand for restaurant services, you get restaurants expanding. You get more restaurants opening up.

And what happens when restaurants open up? They don’t just have to hire more fry cooks. They hire more waiters and waitresses and bartenders and chefs. And it turns out that a lot of new immigrants can’t fill those roles, because they don’t have the English skills or the tacit cultural knowledge to do so. And so, actually, if you were a native-born worker and you just stayed a fry cook, you might have seen your wages depressed, but you’re actually far more likely to have gotten a job in one of these professions that is now more common, that actually pays more, because immigrants have entered.

Demsas: So you get promoted.

Karma: Exactly.

Demsas: I think the other group of people that people often point to as being harmed by this are actually recent immigrants, right? It may be the case that there’s not a substitution effect between native-born workers and foreign-born workers. But if you are the first person off the Mariel Boatlift, and then the thousandth person is coming off, you guys are probably competing.

I always find this a bit of a weird argument because people usually talking about this are immigration restrictionists. Are they taking the position of the most-recent immigrants who’ve come to this country?

Karma: Yeah. Don’t you care about all the other immigrants?

Demsas: Yeah. Yeah. What’s going on there?

Karma: That is a really good point. And I should say, just because these studies don’t find much of an effect on native-born wages of natives of all skill levels does not mean that immigration has no cost at all. And I think this is actually one of the most-important, most-consistent findings, is we do see a pretty sizable effect on the wages of other immigrants, in large part because they don’t have the substitution effect.

Another cost is inequality. A lot of these studies find that, even though a lot of lower-skilled native workers aren’t affected, immigration ends up boosting the wages of higher-skilled workers, in part because immigrants are also demanding the services of, let’s say, architects or computer programmers, etcetera. And so it’s not a huge change in inequality, but it does slightly exacerbate inequality.

And then I would say the third one is what I talked about earlier, which is if you look sector by sector. It’s very possible that a construction worker or a worker in a specific sector where a lot of immigrants come in might experience some wage losses. That is very possible. Even if the aggregate effect on an entire skill group is not negative, you can see concentrated losses.

Demsas: But this is just true of all effects, right? If the average effect is positive, 50 percent of people are below the average of all things.

I think the thing that I’m getting at here is—and one of the things I really liked about your approach to this—that you were very, very careful to try and be as fair as possible to both sides of this debate. And what I’m hearing is that there’s so much reaching you have to do to really find serious costs to immigration. Even when you do, it’s like, Slightly exacerbate inequality. Maybe there are certain industries where you have some impacts, but those people are also benefiting from the growth, and they’re also benefiting from substitution effect, etcetera.

And it’s not to just pooh-pooh all that, but I think it’s really interesting to talk about why there’s such an intense desire to find this effect. And I don’t know if you have a thought on why this narrative is so important to people, because there are other reasons that people could say they’re anti-immigration, but there’s a real desire to make it about wages. There’s a real desire to make it about economics.

Karma: Yeah. I will say: I want to definitely talk about these different reasons. And I’d be very interested in your theory, too, and I have my own. I will say, one good-faith reason for this concern, one that I think will be brought up a lot is, Well, what about when we look at history?

And so it is true, and lots of folks, including David Leonhardt, liberal columnist at The New York Times, has pointed out that during this mid-century, quote-unquote, golden-age period—1940s, ’50s, and ’60s—you saw really high wage growth for the working class. You saw a really big reduction of inequality, really fast rise in living standards, and also very low immigration. And then from the 1980s on, you see much higher levels of immigration, and you see wage stagnation for the median worker. You see an exacerbation of inequality. And so I think one thing is, If we look at history, maybe these experiments aren’t capturing everything. They’re only looking at one city at a time. And when we look at the broad sweep of American history, it really does look like this is happening.

And I think that is a critique that’s important to take seriously. But at the same time, one of the golden rules of social science is “Correlation does not equal causation,” right? There were a lot of things happening starting in the 1970s and ’80s that also affected workers, also affected inequality—everything from technological change to globalization to the weakening of labor unions and concentration of corporations. And I think a lot of those other things were going on, and I think two data points are really instructive here.

Demsas: Well, before you get into that, I actually think you’re being super generous to this argument, which I think is your MO here. I think it’s important to be intellectually generous at the front part. But I want to be very clear here: This is not looking at the broad sweep of American history. This is looking at the ’40s and ’50s and ’60s, and going, Huh. This extremely transformative time in American history, where there’s tons of growth happening because World War II is ending. Also, the World War II production, in general—lots of stuff happens, of course, following that, anti-growth stuff that we’ve talked about in this podcast in the past.

And I think it’s kind of weird and, I think, feeds into the question I was even asking you earlier about, like: There’s such an intense desire to make this true, and when you look back at the foreign-born share of the population in the United States over, actually, our long term, in 2023, 14.3 percent of Americans are foreign-born, and that’s in line—and lower—than large parts of the 19th century. So what you see in American history, when looking at the foreign-born share of the population, is: You see we’re at roughly 14.8 percent, even throughout the 1800s. You see a massive dip start to happen during the Great Depression—normal. People kind of stop emigrating when that happens. And then you don’t really see a catch-up happening until very recently.

And so there’s a level to here where I’m like, If Leonhardt and others want to make this critique, they need to then explain the entirety of the 1800s in American economic history. And I think there’s a desire not to really wade into that debate, because they’re just pointing at a simple correlation and going, I’m sure this explains it. I actually don’t find this even minimally persuasive.

Karma: I know. I think you’re totally right. And also, you don’t even have to go back to the 1800s. You can just go back, I don’t know, the past four years, where we’ve had a huge, massive surge of undocumented immigration. And at the same time, we’ve had wages at the very bottom of the income distribution rise at their fastest pace since the 1940s, a huge reduction in wage inequality.

And so even if you’re going to make the correlation argument, it’s like, Wait. The last couple of years sort of disproved this. And even over this time period that Leonhardt and others are talking about, what you have is: The places that receive the most immigrants are the places that have the least wage stagnation. It’s Texas. It’s Florida. It’s the Acela corridor. And so I think you’re right. I really wanted to put that out there because I think it is a very common argument, but it’s not one I find remotely persuasive.

Demsas: There’s one other thing that I think other folks point to a lot, and I’m going to ask you to explain it, because you’re explaining all these studies for me so nicely. But the National Academy of Sciences has a study called the “Economic and Fiscal Consequences of Immigration.” I feel like this is a calling card for a lot of folks who are pro–immigration restriction. What does it say, and what’s important about that study?

Karma: This was a large report that looked at, or at least purported to look at, a bunch of different studies that claim to be a sort of meta-analysis of a lot of the immigration literature and tried to come to a conclusion on what it all says. And the big conclusion that they came to was, when we look on average, wages are not affected, especially when we look in the long term. But there was a disagreement within the panelists over, specifically, high-school dropouts. And there’s a chart that often is linked to or is often brought up by immigration restrictionists. It is table 5-2.

Demsas: Oh my gosh, you know exactly where it is.

Karma: It shows a lot of negative numbers. And the thing that I will often remind people is: That chart is basically talking about high-school dropouts. Okay, put that aside. There are a lot of studies on there that seem to show negative effects. One of them is the Borjas study that we talked about earlier. And George Borjas was actually one of the panelists on this report, which may indicate or may give you a hint of why it turned out the way it did. But when you actually go through and look at these studies, most of them are not the kind of high-quality, natural-experiment study we’re talking about. A lot of them just focus on Black men, Hispanic men—like, very particular subgroups.

And then, also, a whole bunch of these studies are in a category of, what they’re called, “skilled-cell studies.” And these studies are different, right? They’re not looking at a specific causal link created by a natural experiment. What they’re saying is, We’re going to just look at the entire group of unskilled workers in the United States. We’re going to look at immigration flows, and then we’re going to make a bunch of assumptions, and a bunch of assumptions about the substitutability of native-born and foreign-born workers, about how fast capital adjusts. And based on those assumptions, we’re going to make big claims.

And so there was this famous other Borjas paper in the early 2000s that made the claim that when you do one of these studies, it shows really intense negative effects. And so this report that is often used, and I know this is so wonky, is just—

Demsas: We love wonky here.

Karma: Yes. But I think it is just a case study, in that listing a bunch of studies with varying qualities, looking at varying different groups, is just not the most-accurate way to do things. And then, yeah, I could go on. There are lots of other problems with it, but I just think that that is one of the ones that frustrates me the most and frustrates a lot of the economists who I spoke to for this piece.

Demsas: I asked you a question earlier, and now I’m just going to give you the answer that I have to it, which is this question about why it’s so persistent, people desire it. One of my theories for this is that there’s a real desire to sane wash anti-immigrant sentiment.

When large parts of the population hold opinions, and particularly when they are different than the kinds of people who are in media or are in elite spaces—like, most people who work in media are living in cosmopolitan cities, have gone to college, have often maybe interacted with people who are from foreign-born countries repeatedly throughout their lives because they’re, like, living in New York or Chicago or L.A. or something like that. And as a result, like, they are not really in touch with some of the more common anti-immigration sentiments, and as a result, they feel kind of uncomfortable being like, Well, they’re all racist and xenophobes. They don’t want to sound like that. And so in order to look at this sentiment in the country and go, like, Well, I don’t want to call them a bunch of people who hate immigrants, I need to find some more material explanation for their opposition to it.

And I think it’s weird here, because I actually think it’s important to take very seriously what people are saying. Like, there are people who have serious cultural concerns with people coming into the country. And some of those things, I find not reasonable, and some of them I find—I don’t find really any of them reasonable, but I understand why someone would feel that way without having to be a bad person. Like, do I wish that people didn’t have those attitudes? Sure. But I think that they’re not lying when they tell you the things that are actually concerning them. And you write something really nicely on this, in your piece, and I'll let you say it, but can you just talk to us a little bit about what surveys of public opinion actually find in regards to people’s opposition to immigration?

Karma: Well, first of all, I think that analysis is really spot on. I think sane washing is a good descriptor. The one that I haven’t had is often a veneer of respectability. And I think there is a lot of this deep discomfort with nonmaterialist explanations, in part, also, because—especially, if you’re thinking about, let’s say, center-left folks—if you’re part of a political party that you think needs to respond to people’s views on immigration, it’s much easier to say, Well, look—we already believe in raising worker wages.

And so, all of a sudden, if immigration gets looped into the set of values that we already believe, we’re then comfortable to give in to people’s instincts here. Whereas if it feels like pandering to darker forces, I think that makes liberals, especially, less comfortable with doing it. And I think to your point, though, it’s like: If we don’t acknowledge those darker forces, it’s not always great. And I think what you’re getting at, too, is in this piece, consistently what you find in sort of surveys of public opinion is that it’s not primarily material explanations that explain things. It’s things—a lot of them are about cultural difference, about violations of social norms, about crime, about national identity.

And I think one of the most-revealing things here is that the demographic that is most opposed to immigration are older folks living in rural areas, many of whom are retired. And the people who tend to be most supportive of immigration are working-age people living in big cities where immigrants are more common. So if you thought, like, Okay, this is a product of the people who immigrants are directly competing with are the most anti-immigrant, you would think, Oh, this would show up where the immigrants are, and it doesn’t. And so I think that really speaks to it.

I think the other thing that really speaks to it is, like, have you just listened to the Republican Party? Like, Donald Trump and J. D. Vance will occasionally mention wages, especially when it’s Stephen Miller talking to The New York Times, when it’s J. D. Vance in a vice-presidential debate or talking to a New York Times interviewer. That’s when they will bring up this wages argument. When they are speaking to an audience that they know is very center or left, they will, like, bring up this wages argument. But if you listen to the guy at the top of the ticket, right, it is, These folks are “poisoning the blood of our country.” It is portraying immigrants as a sort of psychopathic horde of murderers. It’s spreading conspiracy theories about pet-eating immigrants. Like, it’s very hard to take seriously that this is actually the main concern when the leader of the party who is anti-immigration is, like, so openly pointing to a very different set of issues.

[Music]

Demsas: After the break: why less immigration would mean a poorer quality of life in America.

[Break]

Demsas: I think one of the things that I also find reasonable for why people struggle is the Econ 101 explanation you give right at the beginning is intuitive. And it shows up in many different parts of our econ reporting, this question of thinking outside of partial equilibriums, right? If you were to just say, I’m looking at just the impact of immigrants on wages, holding equal all other effects on the population, on the economy, then you would see negative downward pressure on wages.

But economists don’t do that. Our lives aren’t lived in partial equilibriums. We live in general equilibrium. There are multiple different markets working together at all times. And you have to look at not just what’s happening with the effect on the labor markets, what’s happening in the effect on the housing market, the consumption of random household goods. And so I think that that’s really difficult to do in normal conversation. And what I think is really funny is that now—you kind of foreshadowed this—there’s a big push to blame immigrants for the housing market, and it’s like, Oh, the only time immigrants are consumers of anything is when they’re consuming housing. Otherwise they’re just competing with you for wages. They’re not buying anything else.

What I wanted to ask, though, is about this other argument that people also make, which is: Okay—maybe you’re right that in the world that we live in, given that immigration is always happening, companies can rely on there going to be some level of immigration. They’re used to a high level of immigration happening. You don’t see these negative effects on wages. But in a world where you were to just, like, really, really tamp down—really, really stop immigration from coming in—companies would have to reshape how they’re doing their hiring practices. The entire American economy would change if it wasn’t reliant on foreign labor.

And so this idea that there are these, quote, jobs Americans won’t do isn’t true. They would do them at a price. They would do them if the wages were better, if the working conditions were better, and that we should strive for these higher-quality jobs. And companies that can’t do that, well—they should just not do that anymore. They should just literally stop relying on foreign labor. And so I think that how you respond to that is really important because, you know, I do think a lot of people are starting to, like, fixate on that argument.

Karma: This has actually been one of the largest justifications for what Donald Trump has called the largest deportation effort in American history that he wants to enact when he’s in office. Any of his advisors are talking about this. They talk about: This is going to force employers to hire workers at higher wages, to give them better jobs, and that’s a big reason why we should do it. So I think it’s a really important one to address.

And what’s nice is we actually have some really good empirical studies on this. We don’t just have to guess as to what would happen and assume as to what would happen. My favorite of these studies, although there are a few, looked at the Secure Communities program, which was a DHS program that deported about 500,000 immigrants between 2008 and 2014, so during the Obama administration. And the way that this happened was: It happened sort of semi-randomly across communities, such that it created a sort of natural experiment where you could look at how it affected communities where it had happened and how it affected not-yet-affected communities.

And the findings were shocking even to me because I would think, Okay, maybe when you get rid of a lot of these workers, there’s just going to be more jobs available.

Demsas: It’s like a shock.

Karma: It’s such a big, immediate shock. But what the authors find is that for every 100 immigrant workers who are deported, there are actually nine fewer jobs for natives. And this isn’t just temporary jobs. This is, like, permanently, there are fewer jobs for natives in the community, unemployment goes up, and wages slightly fall. And I think this kind of finding is repeated across different examples through American history.

There’s another great study of the H2B program, which allocates low-skilled workers to companies, and also finds that when companies aren’t allocated those workers, they don’t hire a bunch of natives. They actually just produce less. And so what happens when immigrants are ripped away from these communities is the interconnected web of employment and workers whose jobs depended on each other all gets torn up, right? Businesses close. Businesses have to stop producing as much. There are just less child-care services. There are less meals served. There are less houses built—either for reasons of: Employers actually can’t have a viable business with higher labor costs, whether it’s because natives don’t always want to do these jobs, or whether it’s just because, for the reasons we talked about earlier, there’s just a lot of benefits from the specialization of labor that occur when immigrants are in a place.

One way I think about this is sort of the opposite of the story that we were talking about earlier. When we talked about immigrants coming in and creating the specialization plus scale, that just happens in reverse. Instead of businesses expanding, and therefore being able to hire more natives because they’re expanding, businesses are shrinking. They’re shutting down. They’re closing. And when that happens, native-born workers get caught in the crossfire. When there’s less demand for your services as a restaurant, and your costs are higher, and so you have to close down, you’re not just getting rid of your immigrant workers, you’re getting rid of all the native-born workers who are working there too. And so I think that’s what these studies are finding, is you just can’t neatly remove immigrants from communities without having huge backfiring effects on the native-born.

Demsas: Yeah. I think it’s even useful to play it out in the best-case scenario. I think the best-case scenario for the folks who are making this argument is that there’s this short-term harm, but then you just need to let the economy play out and develop new businesses to figure out new business models that work. And in the best-case scenario, you’re talking about a poorer country. You’re talking about a country where your output, your growth is literally less. And that sounds very abstract, but we’re talking about less stuff. You have less money. You can buy fewer things. You can buy a worse quality of life. Your housing is probably worse. Even the basic stuff where you’re talking about, Can you afford child care?—fewer people can do that.

A lot of things are worse when the output declines, when it’s harder for businesses to try new things, when there’s difficulty with dynamism in the economy, where you can’t start a bunch of different kinds of businesses quickly, see what works, and have that kind of churn. And so I think it’s even difficult to conceptualize: When people are making this argument, they’re saying, We should take on the costs of being a poorer country for the sake of national homogeneity of where you were born.

And so I think that that’s the trade-off we’re talking about here. It’s not that America would cease to exist, right? There are a lot of countries who follow the sort of principles we’re talking about here, where they are really strict on who gets to come in, and they’re just poorer than America. And I think that that’s the really clear trade-off that I think often restrictionists won’t make baldly.

Karma: First of all, even the best-case scenario you’re talking about is one that has actually no empirical evidence. It’s all theoretical. So that’s the first point. The second is that this gets back to, I think, your point about general versus partial equilibriums, too. Because when we’re even just looking at these wage or employment studies, they’re holding a lot constant. And everything they’re holding constant also changes in an actual scenario where you deport millions of immigrants.

So there is another great study from the economist Ben Jones and a few others looking at immigrants and entrepreneurship. And they looked at basically every single business that opened up between 2005 and 2010 and looked at basically the country of origin of the person who started that business. And they found that immigrants are 80 percent more likely to start new businesses than native-born individuals.

And when they actually did the math, they found that immigrants, by entrepreneurship alone, are creating far more jobs than they take. One response to that would be, Oh, okay. Well, maybe this is high-skilled immigrants. Maybe this is the Google-founder kind of effect. But actually, they found that there was no difference in the rate of entrepreneurship between individuals from OECD countries and from non-OECD countries. And if you just think about this for a second, think about the people who end up coming here, the amount of risk they have to take, the perseverance that it takes to, like, actually get to the U.S.—it wouldn’t be surprising that these people are, like, more intrepid and more entrepreneurial.

Demsas: Just huge selection effects. Like, if you can make it through the Darién Gap, what does that say about you?

Karma: Exactly. And so that’s one effect that is completely lost in a lot of these studies. One of my favorite studies of this is one that was done in Denmark, because in Denmark, what is interesting—unlike in the U.S., where you have to just look at a specific city—Denmark has data on individuals for the entire country. It’s a pretty small country. And so researchers can actually track what happens to every single individual worker when new immigrants come in. And that gives you a sort of accuracy that you don’t necessarily get with the natural-experiment studies in the U.S., at least at a countrywide basis. And what they found is that native-born—even less-skilled native-born—workers end up responding to immigration by entering higher-paying occupations, by moving to higher-opportunity cities, and by actually getting better education, such that they actually had higher wages as a result of it.

And so I could go on. You could talk about the amount of women who are able to be in the workforce because of immigrants providing child care. Like, you can list this out, and there are all these ways in which even these studies are missing the sort of beneficial effect that immigrants are having that you would be taking away if you just suddenly got rid of all these people, in addition to this atrocious humanitarian effects.

Demsas: I find that the Danes—like, I wanted some sort of poll on their privacy concerns. I’m just like, Do you guys not care? I mean, like, I think it’s great. I would be pro-this everywhere, but I’m just surprised that countries are able to do this. There would be a revolt in America.

Karma: Even if the data is anonymized, I’m like, The data the researchers got was anonymized, but the data the government has is not anonymized.

Demsas: We don’t even let the government share data like that. Like, the IRS can’t just send the Treasury Department, like, all the data they have on people’s tax returns.

Karma: But you know what? You know what? Great for the Danish for doing it, too, so we can learn more about immigration through them.

Demsas: So true. But so the thing that’s interesting is: We’ve made a bunch of arguments here about why this is actually really positive for the economy. But regardless of that, there’s been a backlash, and we’re seeing that right now. I mean, this is airing on Election Day, and so we’re, I’m sure, in the future, just pacing nervously to see what’s going on.

Karma: (Laughs.) Apologies to anyone who was listening to this looking for a soothing distraction.

Demsas: But this has been probably the most-important issue of this election. Maybe inflation is another one. But the two most-important issues. I did an episode earlier this year with John Burn-Murdoch where we talked about the sense that Americans are very xenophobic and this narrative that they hate immigration—they hate immigrants—and that’s, like, just a fact of the world, and that all immigration has basically been this plot by elites to shove it down our throats. And, of course, we explored how a lot of that narrative is really overblown and underestimates just how strong pro-immigrant sentiment is in America, particularly relative to other countries.

And I still stand by that analysis, but there has been a shift in public opinion, even in the past year. You’ve seen polls come out that have really indicated that there’s been a backlash effect to the high levels of immigration that are kind of returning us to the 1800s averages.

And so first, can you just talk us through that backlash? What are the numbers there? What are we seeing?

Karma: Totally. The thing that first drew my attention to this was, as you were saying: The way this has impacted the election is that you’ve just seen such a hard right turn in the rhetoric from candidates on both sides. And I remember listening to Trump in 2024, making 2016 Trump sound like JFK in just how crazy he was. And then looking at the Democratic side, where the message went from, in 2020, Joe Biden promising to restore moral dignity to our asylum system, and then in 2024 Kamala Harris saying that, Actually, no. She is the one that will fortify the border, not Trump.

Demsas: Do not come.

Karma: Do not come. And underlying this is quite possibly the most dramatic shift in public opinion that I’ve ever seen. So going back to the 1960s, Gallup asks Americans every year this question: Do you think immigration should be increased, kept the same, or decreased? In 2020, only 28 percent of Americans said that immigration should be decreased. Actually, more Americans said it should be increased. By 2024, just four years later, the percentage of those who wanted it decreased had nearly doubled to 55 percent, the first time that there had been a majority of Americans who wanted immigration decreased since the early 2000s.

And just to put this shift in context, I think when Americans think about big public-opinion shifts, they think of gay marriage. And they think of the increasing support for gay marriage. Support for gay marriage, according to Gallup, increased about 20 points over the course of around a decade, maybe eight or nine years. This shift we’re talking about was nearly 30 points in four years. It makes gay marriage look gradual and small by comparison. And this immigration shift is most concentrated among Republicans, but it’s also Democrats. It’s also independents. And it’s especially been sharp in the past year.

Demsas: This is one of those things where I think it’s really important for people who, like myself, are in favor of high levels of immigration, first of all, to accept that, at some level, if you get that, you will have some negative effects, but I think also to really narrow in onto people’s specific concerns.

So I did an article earlier this year. It’s called “Something’s Fishy About the ‘Migrant Crisis.’” And basically, I was just like, Okay, there are high levels of immigration in a lot of places in this country. But not every place in this country is experiencing backlash, right? Like, you’re hearing these stories in New York and Chicago about people sleeping on the floors of police stations in Chicago. In New York, I had, like, an affordable-housing lawyer tell me—she was a very liberal person telling me that she was kind of concerned because there were migrants in the street in midtown Manhattan who were just, like, lying on the ground.

And there’s a lot to which I’m like, You know, if these people who are talking to me are some of the most-liberal people on immigration are expressing kind of like, Well, we can’t handle this. Like, we obviously can’t handle this, it indicates a very specific problem, right? Like, people—these New Yorkers, Chicagoans—they’re not afraid of immigrants or foreign-born people. There’s huge levels of foreign-born share in New York and Chicago. And the number of people that were entering we’re talking about, you know, that were coming in and demanding services from local government were a very small fraction of this.

So I was trying to understand what was going on there, and I really came down to the specific concerns people have. People don’t want to see local tax dollars being spent on newcomers to their city, if they feel like they need things that the city’s not actually taking care of. They don’t want to see their schools being used as shelters instead of being used in order to service, you know, their kids. And there’s just kind of general sense that, like, Now there are people sleeping on the streets. There’s nowhere for them to be housed. Like, It’s actually reducing my quality of life a bit. Clearly, there’s a sense of it being overwhelmed.

But then when I looked in places like Miami and Los Angeles, and in Texas and in Houston—Miami and Houston, in particular—I was like, There are way more immigrants who have come through a Houston, in Texas, than have come through a Chicago. So why are we seeing such backlash?

And I came to like two reasons. One is that many of the immigrants were not able to get work permits. The other thing that’s really important here is the Greg Abbott busing program. Because, most people, they come into the country, and, you know, what happens? They have networks that they’re following. Like, either they have populations of people that they’re able to get help from, or there are even people who are kind of recruiting them as they’re kind of coming over, like, Oh, we need work. We need people to come do this. And so there’s a level to which, like, there’s a natural flow to where they end up.

Greg Abbott has, I think, maybe the most-effective political stunt in American history—I genuinely think, like, reshaped the entire conversation on immigration by doing this. And then he says, Okay, I’m gonna bus people—effectively breaking these kind of natural shifts—to Democratic cities. And when people kind of show up randomly, there’s, like, of course, this massive transaction cost that’s enacted. And, you know, Texas is a border state, and I think, at some level, I kind of understand. They’re like, Oh, everyone should have to experience what it’s like to have all this kind of flow of people coming in. But Texas has boomed as a result of this too.

So anyway, I think the real thing that’s important here is that people who are in favor of immigration have to address these specific concerns. You have to make sure that there is, like, actually a clear, orderly process by which people are being resettled. If there’s not, I mean, that’s going to lead to backlash, even from people who are in favor of immigration. And the most frustrating part of my reporting is learning the Biden administration had basically abdicated their responsibility to try and help with the resettlement process of people across the country, because they were afraid of being blamed. And to me, I’m like, Well, you were still blamed. So I’m not sure it worked out for you.

Karma: Everything you’re describing here, I think, falls under the banner of what has been called either, colloquially, “chaos theory” or, more academically, the “locus of control theory” of immigration, which is that populations tend to be able to handle high amounts of immigration if they think the process is orderly and fair, and they become much more likely to oppose immigration when they see the process is chaotic and unfair and disorderly.

You know, you have a great example in that piece of the U.K., post-Brexit, having very high levels of immigration and anti-immigrant sentiment decreasing. Something you see in the U.S. is that even as you have these massive shifts in the amount of immigrants people want let in, when you ask questions like, Do you believe undocumented immigrants make a contribution to society? or, Do you support a path to citizenship for nondocumented immigrants? and even, Should it be easier to immigrate to the U.S.? people’s views actually haven’t changed nearly as much. And they remain more pro-immigrant than they were in 2016, which speaks to the fact that what people are upset about here—they’re not suddenly xenophobic. They don’t suddenly hate immigrants. A lot of what’s happening is that they’re responding to the chaos of the process.

I think my favorite part of that piece that you wrote was this point that you made about how there’s a way of looking at Greg Abbott’s busing program as working, in the sense of, like, Look—didn’t this prove his point? He said that liberal cities should have to handle this, and he proved that they couldn’t. But the process by which he did it was engineered to achieve that outcome, right? You point out in that piece that there are 3 million foreign-born people in New York City, in a city of 8 million, and they’ve been bused a couple tens of thousands. And it has led Eric Adams to say, like, New York is falling apart. That does not mean that New York can’t handle that amount of immigrants. The specific process by which this happened was engineered to achieve an outcome of chaos. And that’s what people are responding to.

Demsas: Well, let’s leave it on an optimistic note. Always our last question: What is something that you originally thought was good on paper but didn’t pan out in real life?

Karma: So this is quite a pivot from what we were talking about earlier. Last year I got engaged to my girlfriend.

Demsas: Oh my gosh, yes! Congratulations!

Karma: That was not the thing that was—

Demsas: Oh god.

Karma: That would be bad. But the way I did it was: It was our five-year anniversary, in Rome, very romantic. I knew I wanted to propose in front of the Pantheon, which was my partner’s favorite building in Rome.

Demsas: She’s an architect.

Karma: She’s an architect, yes. But I didn’t want to do it when there were a bunch of crowds around, so I was like, How can I figure out a way to get us there, like, early in the morning? And so I decided, in a decision that looked very good on paper, to book a Vatican tour for, like, 9 a.m. And so I was like, Oh, I’ll propose, and then we’ll go on this tour of the Vatican, and it’ll be, like, really cool. And it’ll be, like—we’ll see the Sistine Chapel. Sounded great. Looked good on paper.

It turns out that immediately after you have one of the most emotionally riveting experiences of your life—

Demsas: (Laughs.) You don’t want to go on a tour!

Karma: The last thing you want to do is go on a three-hour tour of the Vatican where you have to wait until the last 15 minutes to see the Sistine Chapel. We’re just, like, so badly just wanting to get out of there and be with each other, and we were just in such a great mood, only to have, like, the biggest buzzkill in the world be the Vatican.

Demsas: This is so funny, Rogé. I didn’t know the story. Wait. I can’t believe—so you went on the tour?

Karma: We went on the tour. I wish so badly I would have said, Let’s just forget the tour. But we were in such good spirits after. We’re like, This is going to be so great. Like, actually, looking back, I’m like, Was that even good on paper? I don’t think so.

Demsas: I was actually with you. I was like, Okay, yeah. Then you had a fun tour.

Karma: Like, a nice walking tour, architecture tour—probably great. When you’re, like, confined to the Vatican and just looking at, like, our guide—she was great, but she was just explaining every little thing, and we’re just like, We don’t want to be in public with a million people. We just want to be with each other. This is very strange.

Demsas: I think this is my favorite “good on paper” yet. This is unreal. (Laughs.)

Karma: I put a lot of thought into this, and I was like, This one was bad. This is not my best. It’s a funny story now.

Demsas: Yeah.

Karma: You know, I look back on it—I’ve looked back on it very fondly. So yeah, that’s my “good on paper” story.

Demsas: Thank you so much, Rogé. Thanks for coming on the show.

Karma: It’s been a pleasure being here. Thanks so much for having me.

[Music]

Demsas: Good on Paper is produced by Jinae West. It was edited by Dave Shaw, fact-checked by Ena Alvarado, and engineered by Erica Huang. Our theme music is composed by Rob Smierciak. Claudine Ebeid is the executive producer of Atlantic audio. Andrea Valdez is our managing editor.

And hey, if you like what you’re hearing, please leave us a rating and review on Apple Podcasts.

I’m Jerusalem Demsas, and we’ll see you next week.

This article was originally published by Jewish Telegraphic Agency.

Donald Trump’s fans and critics alike have compared him to some of history’s most famous rulers: Cyrus the Great, Adolf Hitler, King David, and more.

But on the eve of the election, a celebrity pastor named Jonathan Cahn wants his evangelical followers to think of the Republican candidate as a present-day manifestation of a far more obscure leader: the biblical king Jehu, who vanquished the morally corrupt house of Ahab to become the tenth ruler of the Kingdom of Israel.

“President Trump, you were born into the world to be a trumpet of God, a vessel of the Lord in the hands of God. God called you to walk according to the template; he called you according to the template of Jehu, the warrior king,” Cahn told the hundreds of Christian leaders who gathered last week for the National Faith Summit outside Atlanta. He also shared a clip of his prophecy about Trump on his YouTube channel, which has more than a million followers.

What Cahn means—and why at least one scholar of the Christian right says he is worried—requires some background. Cahn, 65, is the son of a Holocaust refugee and grew up in a Jewish household in New Jersey. When he was 20, he says he had a personal revelation that led him to Jesus, and he eventually became the head of a Messianic congregation, blending Jewish rituals with Christian worship and a focus on doomsday prophecies.

Cahn helped popularize the interpretation of 9/11 as an apocalyptic biblical allegory. In his telling, the terrorist attacks were akin to God’s rebuke of the biblical nation of Israel, and they happened because God wanted the United States to revert to a time before legalized abortion and gay rights when religion held a more central place in society—or else. His book on the topic, The Harbinger, came out in 2011 and spent months on the New York Times best-seller list.

Cahn continued to release commercially successful books, and combined with his social-media activity, he established a growing and enthusiastic audience for his prophetic warnings.

Then Trump came along. During Trump’s first term, many evangelical-Christian supporters explained his lack of religiosity by comparing him to Cyrus, the pagan ruler of ancient Persia, who served as God’s agent by, according to the Bible, helping the Israelites return home from exile. In 2018, Israeli Prime Minister Benjamin Netanyahu, amid an effort to build stronger ties with the evangelical movement, praised Trump as a modern-day Cyrus.

But Cahn had spun a different prophetic narrative about the new American president. He released a book called The Paradigm the year after the 2016 election, which cast Trump as Jehu, the biblical king who took control of and restored the Kingdom of Israel, whose territory largely overlapped with parts of present-day Israel and Lebanon. Just as Jehu killed the idol-worshippers who had taken over the kingdom, Trump would “drain the swamp” of Washington and “make America great again.” In this contemporary rendition, Hillary and Bill Clinton play the role of Ahab and Jezebel, the evil rulers who had led the kingdom astray. Jezebel is also seen as wicked in the Jewish tradition, but she is far more prominent as a symbol in evangelical discourse today, representing feminism, sexual promiscuity, and moral decay.

In the 2024 election, Joe Biden’s replacement with Kamala Harris as the Democratic candidate challenging Trump allowed the template of Jehu versus Jezebel to get updated and become salient again.

Two weeks before Cahn spoke at the National Faith Summit, an ally of his named Ché Ahn evoked the comparison at another mass religious event. Ahn heads Harvest Rock Church in Pasadena, California, as well as a network of thousands of ministries all over the world. He is a leader of a spiritual movement known as New Apostolic Reformation, which aims for Christians to dominate society and government. Major Republican figures such as Mike Pompeo, Sarah Palin, and Josh Hawley have visited Ahn’s church, reflecting the growing influence of Christian nationalism on the Republican Party.

On October 12, Yom Kippur, Ahn appeared at the “Million Women March” event on the National Mall, speaking before a crowd of tens of thousands, with many wearing prayer shawls or blowing shofars—traditionally Jewish symbols highlighting the movement’s overlap with Messianic Judaism.

“Jehu will cast down Jezebel,” Ahn said, and prophesized a victory by Trump over Harris.

The social-media user who brought the recent Jehu comparisons to wider notice through posts on X is Matthew Taylor, a scholar of the Christian right at the Institute for Islamic, Christian, and Jewish Studies, a Baltimore-based interfaith research and advocacy group, dedicated to “[dismantling] religious bias and bigotry.”

“Since Harris became the candidate this summer, we’ve seen the Jehu image really rise to the surface much more,” Taylor said in an interview. “This is the story [Cahn and Ahn] want running through their followers’ heads, their lens for interpreting the election and its aftermath.”

In the grim biblical story, recounted in the book of 2 Kings, as Jehu ascends the throne, he kills Jezebel by ordering her thrown out of a palace window, after which he stomps on her body, which is then eaten by dogs. The new warrior king then goes on a killing spree, slaying the families of Ahab and Jezebel and other Baal-worshipping pagans who had despoiled the kingdom.

“Jehu came to the capital city with an agenda to drain the swamp,” Cahn said in his speech, addressing Trump, who also spoke at the National Faith Summit. “Jehu formed an alliance with the religious conservatives of the land. So, it was your destiny to do the same. Jehu overturned the cult of Baal by which children were sacrificed. So, God chose you to overturn America’s cult of Baal, Roe v. Wade.”

Cahn and Ahn did not respond to my request to their ministries to discuss the theology of their recent statements.

Neither pastor elaborated on the analogy they were drawing, and neither made an explicit call for violence. But Trump has generated widespread concern by speaking of retribution, calling his political opponents “the enemy from within,” and talking about using the military against political enemies if he wins.

Given the riot that took place at the U.S. Capitol on January 6, 2021, after Trump challenged the election results, and his ongoing promotion of election-fraud narratives, independent experts and government agencies are warning of increased political violence. Many Jewish leaders are particularly concerned because Trump recently blamed Jews for his potential defeat.

Taylor says the pastors’ followers would be familiar with the biblical story of Jehu, and he believes that they are priming their audience to accept violence during the election or afterward.

In a post on X, formerly Twitter, that surfaced the Jehu prophecies, Taylor voiced his alarm.

“If Trump wins in this election, the Jehu ‘template’ tells Trump’s Christian supporters: some real-world violence may be needed to purge America of her demons,” Taylor wrote. “If Trump loses this election, particularly to Kamala Harris their ‘Jezebel,’ the Jehu template prescribes vengeance.”

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One thing tomorrow’s election will test is Americans’ appetite for chaos, particularly the kind that Donald Trump has been exhibiting in the last few months of his campaign. After weeks of running a disciplined campaign, Trump’s advisers lost control of their candidate, the Atlantic staff writer Tim Alberta reported this week. Trump grew restless and bored and drifted off script in his campaign appearances. During a summer interview with the National Association of Black Journalists, for example, he mused aloud about Kamala Harris, “I don’t know. Is she Indian or is she Black?” From the perspective of his advisers, Trump’s string of offensive public statements needlessly alienated potential voters. Members of Trump’s campaign staff told Alberta that they became disillusioned about their ability to rein in their candidate and left the campaign.

Will this unleashed version of Trump affect the election outcome? In this week’s episode of Radio Atlantic, we talk with Alberta and another Atlantic staff writer, Mark Leibovich, about how candidate Trump transformed over the summer, how Kamala Harris’s campaign reacted, where each campaign stands now, and what it means for the election. Alberta and Leibovich also offer tips on how to manage your inner chaos while watching the election results.

The following is a transcript of the episode:

Hanna Rosin: I’m Hanna Rosin, and this is a bonus episode of Radio Atlantic. We are recording the Monday before Election Day. The candidates are furiously campaigning in the swing states. At some point, their planes were on the same tarmac in North Carolina.

Over the weekend, Donald Trump mused about shooting reporters; Kamala Harris said normal campaign things. And yet the race is still one of the closest in American history.

Anyway, in this episode, I want to get the inside view of both political campaigns in their last days. So I have with me today two seasoned political reporters, Mark Leibovich. Hi, Mark.

Mark Leibovich: Hi, Hanna.

Rosin: And Tim Alberta. Hi, Tim.

Tim Alberta: Hi, Hanna. Hi, Mark.

Leibovich: Hi, Tim. Isn’t it good to be seasoned today?

Alberta: I’m feeling very seasoned.

Rosin: Yeah, that’s a cliché word. It doesn’t mean old. What’s a more flattering word than seasoned? Like, experienced? Or longtime? Longtime: that’s flattering, I think.

Leibovich: It’s definitely flattering.

Alberta: We don’t use veteran.

Rosin: No, veteran is old. How about active?

Leibovich: Yeah, we’re very active. Yeah. Can you tell by our voices?

Rosin: (Laughs.) Anyway, Mark, I understand you’re writing up a preelection guide to how to approach Tuesday night.

Leibovich: Basically, I’m trying to collect a helpful toolkit to how to approach Election Day from sort of a practical standpoint as far as what information you can ignore, but also a habit or even mindfulness standpoint about how to not drive yourself needlessly crazy, how not to be triggered by the kinds of things that Election Night coverage will probably overload you with.

And that includes Donald Trump probably declaring victory wildly prematurely or erroneously, which, I mean, will be news because he’s one of the candidates, but it also should surprise no one. And there are ways to kind of condition yourself, or try to, going into what tomorrow night will be like—which will be obviously very anxious for a lot of people.

Rosin: I see. So instead of “We know it’s going to be like that,” like, “We know that we don’t have enough information.”

We know that there probably isn’t going to be, sort of, instant early clarity. So you’re going into it eyes wide open, doing what? Like, what? Because maybe Tim needs this advice.

Leibovich: Well, I’m trying. Well, I think we all need this advice, Hanna. I mean, I think it’s an approach to how we consume information, how we get information.

I talked to a couple of Democratic consultants who said that one of the first things they do is turn off all their text notifications, because any kind of text notification is designed to trigger you on Election Night.

There is a lot of manipulation of your emotions before the actual only information that is necessary, which, the most valuable information is going to come in probably after 11 o’clock, or quite late. It could be days later. The idea is the news will find you. Turn off your phone if you can. Information is coming in haphazardly from a million different directions, out of order, in no particular sequence whatsoever, about something that has already happened—meaning the voting has already happened. So no control is there. This is basically just people throwing information out in no order, and it is not necessarily—

Rosin: It’s not cumulative and it’s not adding up to—

Leibovich: —Not cumulative.

Rosin: Exactly. Exactly.

Leibovich: So anyway, that’s one reason you can skip that part.

Rosin: Interesting. Tim, do you think you could do that?

Alberta: I fear that in the attempt to not drive myself crazy, I would drive myself crazy. In other words, you would find your brain stacking up with all of the things that other people know that you don’t, because in that moment you have decided to sequester yourself or at least to sort of rigidly compartmentalize your emotions and your brain waves and your political intake.

And therefore the exit polling showing the number of non-college whites in Maricopa County breaking away from Trump is lost on you in that pivotal moment, when that could be the little parcel of information that is necessary for you to believe that you have finally figured out this electoral equation and that you have a bead on it in this moment.

It’s a game of inches, and the inches are everywhere around us, Hanna. So how could I give up any of those inches when we are so close to the end of the game? I want the zen that Mark is offering, but I just don’t find it realistic.

Rosin: Hmm. You know how sometimes you start with the moment of meditation? We’ll consider that our moment of meditation, and now we’re gonna go into the stressful part of this conversation. So, Tim, you’ve been covering the Republican side closely, and you recently spent a lot of time talking to Trump’s advisers.

How would you describe the state of the campaign in the weeks before the election?

Alberta: I would describe it as something slightly removed from the serenity that Mark has described for us.

Rosin: Yes. Okay. Yeah.

Alberta: Yeah, look, Hanna, I think the context here is really important: that this Trump campaign, unlike the previous two, was for the majority of its time in operation, really pretty disciplined, pretty smart.

The people running the campaign had done a pretty good job of keeping Trump out of his own way and talking him out of bad ideas and sort of curbing some of his most self-destructive impulses. And what we’ve seen in the last couple of months is basically Trump going full Trump, and an inability among those senior advisers to really do anything to stop it.

This has been kind of the proverbial slow-motion car wreck. And, you know, it’s not just Trump himself, although of course he is the inspiration for the chaos. He is the generator of all of the turmoil that you see.

He is at the center of this chaos, but the chaos ripples out away from him. And so when you ask yourself the question of how could it be that at the most important public event of the campaign, with 20,000-plus jammed into Madison Square Garden in prime time, the whole world watching, and you pay a million dollars to put on this event, and the guy who kicks it off is a vulgar, shock jock, insult-roast comedian who was dropped by his own talent agency for using racial slurs onstage—how could this person possibly be booked into that position to open for Trump in that environment? It’s exactly the sort of thing that the people around him had been really successful in avoiding for most of the campaign. But ultimately, in the key home stretch here, in the sort of the witching hours of this campaign, it’s all fallen apart.

Rosin: Mark, same for the Democrats. How would you describe where they are?

Leibovich: I would say I’ve talked to a fair number of Democrats on the campaign in the last few days.

It feels like something approaching the general area of the ballpark of confidence.

Rosin: Interesting! Anomalous for Democrats.

Leibovich: Well, they are so incredibly quick to embrace bad news and to go right from bad news to deep levels of doomsaying. I’ve not seen that in the last few days.

I mean, look, I think their numbers internally seem a little better. I think a lot of the external polls have been encouraging. And I think you can’t underestimate how much of a train wreck Trump’s last 10 days have been, in a way that, if he loses, I think people will very much point to.

Rosin: So, Mark, I remember we sat here in the spring and discussed how absolutely stagnant this race would be. Like, we were just sleepwalking into a repeat.

Leibovich: But it was a great podcast. Everyone should listen to it again. (Laughs.)

Rosin: But it was very, you know—we didn’t have much to say. And then for everybody, the reset button got pressed in July.

Tim, the full Trump who we’ve seen on the campaign trail for the last few months started, actually, according to your account, before Harris entered the race. So what happened?

Alberta: I think that maybe the proper visual here, Hanna, is like the wild animal that has chased down its prey and has mauled it mostly to death and is now just sort of pawing at it, toying with it, unsure of really what to do because, well, what’s left to do?

Donald Trump really found himself, according to all the reporting I did, sort of over it. Sort of bored with running against Joe Biden. Because here is, in his view, this sort of hapless old man who can’t even string together sentences, much less really defend himself or go on offense in a meaningful way against Trump. And so I think that he’s looking at Joe Biden thinking, Gosh this is sort of a bore, and around this time, of course, in late June, early July, Trump’s polling is better than it’s ever been in any of his three campaigns for the presidency.

The battleground polling is showing him consistently pulling ahead five, six, seven points across all of these states. The national polling is up. His favorability is up. Democrats are preparing for a bloodbath not just to lose the presidency but to lose the House and the Senate, and it’s, you know, The sky is falling. And everyone around Trump is sort of giddy and gleeful. They’re looking around like, Nothing can stop us.

And around this time is when you started to see Trump talking a little bit differently, behaving a little bit differently, according to people close to him—almost looking for some disorder and some mayhem to inject into the campaign. He starts talking to people on the outside. And when Kamala Harris gets in the race, he was angry, on the one hand, because he thought he had it sort of sewn up against Biden, and he liked running against Biden in the sense that Biden really, you know, couldn’t punch back.

But I think also he’s sort of excited in the sense that with Harris, he’s got this live target. He’s able to channel some of the base instincts that brought him to power in the first place. You know, Trump, I think, viewed the Harris switcheroo as a new lease on life in the sense that he was going to be able to go whole hog again.

But the people around him were saying, No, no, no, no. That’s exactly what we don’t want you to do. And frankly, the reason you’re in this position is because you’ve listened to us and because you haven’t been going rogue and running the kind of, you know, totally undisciplined #YOLO 2016 campaign that you would like to run and that you would run if you were left to your own devices. And around that time is when Trump started to lose confidence in those people who were giving him that advice, and he brought in other people to help with the campaign, and from there things really started to spiral.

Rosin: So, Mark, how are Democrats responding as Trump is reasserting this peak-Trump version of himself?

Leibovich: I think in a kind of measured way. I mean, I think, look, the peak Trump pretty much speaks for itself. It’s not like you need people to amplify. I mean, to some degree you do, because outlets that a lot of Republicans watch—like, say, Fox—are going to be insulated from a lot of this, because just Fox doesn’t show it.

I mean, that’s just not their point of emphasis, But I think they’ve been very deft—they’ve made a lot of ads around the kind of changing abortion messaging. I mean, even Melania Trump saying that she believes in a woman’s right to choose, things like that, to some degree, they’re trying to highlight it, but to another degree—this is a big political-operative cliché, but they are running their race.

And I think the Democrats, beginning when Biden stepped aside, I think Harris has performed much better than a lot of people thought she would, and I think her campaign has made a lot of good decisions, and she herself has made a lot of good decisions.

Rosin: It does, from the outside, seem exactly the opposite of the chaos inside the Trump campaign that Tim described, because if you think back to when Biden dropped out, there was some worry that the transition might not be smooth.

Leibovich: Oh, 100 percent. I mean, Tim and I, remember, we were at the Republican convention together, and that was such a moment, because Trump was really kind of at his peak then, which is kind of ironic to say, because the assassination attempt had taken place two days before the convention started. But his popularity, I mean—there was a sense of confidence at that convention which was just off the charts to a degree to which you could almost sense the boredom creeping into Trump when he’s giving this acceptance speech, and I guess it was Thursday night, and then about halfway through, he just kind of went off the rails, and he just sort of—it became just a very unhinged acceptance speech, went from kind of a gripping one where he’s describing the assassination attempt to something completely different, which kind of became a metaphor for how the rest of the campaign would unfurl for him.

And of course, three days later, Biden got out and then the world changed again.

Rosin: All right, up next, I ask Tim and Mark whether the chaotic final months of the Trump campaign could end up costing him the election. That’s after the break.

[Break]

Rosin: So from a campaign manager’s perspective, the chaos is disturbing, but what we actually care about is whether it has any impact on voting day. Tim, so what are the ways the drama you describe could affect the election? Like, say, turnout or whatever it is that we’re worried about?

Alberta: Well, look, if these episodes were contained to just Trump being a little bit goofy or going off message and sort of ranting and raving about the latest person who said something very nasty about him on cable news, I don’t think it would have much real-world effect. But I think that some of what we’re unpacking here over these past 10, 11, 12 weeks, Hanna, is something that actually gets to a fundamental weakness, which is a failure of the Trump team to expand its coalition.

Or at the very least what we’re seeing is the way in which the potential of expanding the Trump coalition has been undermined by Trump’s own actions or by the people close to him. So, for example, we know based on six months of really solid, consistent data that Trump is likely to perform better with Latino voters as a whole and particularly with Latino men under 40 than any Republican nominee in modern history.

And yet, when the dominant headline coming out of your rally at Madison Square Garden the week before the election is that one of your speakers calls the island of Puerto Rico floating trash in the ocean, this is self-sabotage.

Another core component of this Trump campaign, from the beginning, has been How do we keep our margins tight in the suburbs outside of Detroit and Milwaukee and Philly and Vegas and elsewhere? How do we keep our margins tight with these college-educated, suburban women? We’re not going to win them, right? But how do we manage to keep it close? How do we lose them by just seven or eight points instead of by 16, 17, 18, 20 points?

And when you look at, for example, the selection of J. D. Vance and, you know, his old, greatest-hits reel around childless cat ladies, and he thinks abortion should be illegal nationwide, right?

And there’s just something that sort of went fundamentally awry over the summer. I think Mark is right. Both of us were remarking at the convention about how it was effectively an early Election Night victory party. I mean, they weren’t even—Republicans in Milwaukee weren’t even talking about the campaign as if it were going to be competitive. It was already over. The fat lady was singing onstage in prime time in Milwaukee. And yet, I remember corresponding with several smart Republicans—Trump supporters—while I was there, and they were a little bit nervous about the Vance selection. And then on Thursday night, to Mark’s point, Trump gives this sort of weird, meandering speech that seems to squander a lot of the goodwill that he had coming into that event because of the assassination attempt. And it felt like between those two things—the Vance selection and then the speech—and then, you know, 24 hours after leaving Milwaukee, Biden gets out, Harris takes over the ticket, and suddenly, those dominoes started to fall.

And what we saw was all of the best-laid plans of the Trump operation go awry. And it wasn’t just surface-level things where we say, Oh, that was sort of silly he said that. Or Oh, this was an unforced error, but it’ll be a quick news cycle and blow over. Some of what we’ve seen, I think, will have a real impact at the ballot box.

Rosin: So what you’re describing is a campaign strategy that is fairly traditional that they were following fairly successfully, which is: try and win over, you know, some middle-of-the-road voters, or at least not massively alienate those people.

But, Trump has been running a very different kind of campaign—like going to Madison Square Garden—and fewer on-the-ground resources. And that seems like a pattern across swing states, which for me raises the question whether what these managers are calling chaos, like, that is the strategy.

The strategy was always just: get a lot of attention.

Alberta: I think it depends on the type of attention you’re talking about. So when Trump goes to the southern border and has, you know, hundreds of cameras following him around there and talks about the lives lost at the hands of illegal immigrants committing crimes—you know, that is attention, and it can even be attention that is rooted in some hyperbole, some demagoguing, some bombast. And yet it is productive attention politically for the Trump people, right? They look at this sort of cost-benefit analysis and they recognize that, sure, we might antagonize some people with this rhetoric. We might alienate some people with our focus on these issues, but we think that the reward is far greater than the risk.

So there is, I think, plenty of good attention that the Trump people do want. I think what they’ve tried to avoid is a lot of the sideshow that is appealing to some of the very online, right-wing, MAGA troll base but does nothing to add to the coalition that I was describing a minute ago. And ultimately at the end of the day, politics is a math equation. It’s multiplication and addition.

Leibovich: Right, and I think, to Tim’s point, immigration was an incredibly effective issue for Trump. When you tip that into people eating pets in Springfield, Ohio, and just how that took over the narrative of the Trump campaign—I mean, one, they look like fools; two, it insults the intelligence of so many people, and it turns a very serious and effective issue for the Trump campaign, immigration, into a joke and into just something really, really problematic and gross.

Rosin: So the art of running a Trump campaign, then, is to siphon and manage and titrate the chaos exactly right. Like, you want the right kind of chaos, the right kind of attention, but if you lose control of it, it just comes back to bite you. Is that basically what’s happened?

Alberta: Yeah, and it’s always gonna be a high-wire act, right? These people aren’t stupid. They knew what they were getting themselves into. In fact, Chris LaCivita—who is one of the two people managing the Trump presidential campaign here in 2024—within a few weeks of his decision to join the operation back in the fall of 2022, you have Trump saying that he wants to terminate parts of the Constitution. You have Trump saying and doing these sort of crazy, self-destructive things. And LaCivita is sort of looking around saying, What have I gotten myself into?

And of course people who are friends with him are saying, Come on, dude, you knew exactly what you were signing up for. You know exactly what you were getting yourself into. So I think whatever degree of self-delusion may exist at the outset, when some of these folks ally themselves with Donald Trump, you know, it dissolves pretty quickly and they become clear-eyed about who they’re working for and what the challenges are.

And to your point, Hanna, yes, there’s inevitably going to be some chaos, some attention-seeking behavior, some stuff that is vulgar and inappropriate and racist and misogynistic and whatever else. Their job is to try to turn things that are kind of potentially toxic into productivity. They’re trying to mine coals out of manure here, and again, I can’t stress this enough: For most of the campaign, they were actually doing a pretty good job of it. But at a certain point I think it just becomes too much to manage.

Rosin: Mark, do you get the sense that the Harris campaign’s—you described it as, like, a little dose of confidence. Is that because of everything that Tim has described?

Leibovich: Yeah. I mean, I think Trump has given them so much to work with. And not just like, Oh, look, he said this and sort of putting that out there. I mean, early indications about the revulsion that women are having—women voters are having for Trump—even more so than usual. And the degree to which they seem to be voting and maybe even lying to their husbands about—to kind of use a new ad that the Harris campaign is using which is basically saying, you know, a lot of Republican women are secretly going into the ballot, and behind their husband’s back, they’re voting for Kamala Harris. So again, Trump made their job easier, but I think they have taken what has been given to them. And I do feel hopeful. Yeah. Again, from talking to a bunch of them, and levels of very, very cautious optimism—which I would say, you know, it would probably be an absolute verboten thing for anyone anywhere near the Harris campaign to show anything more than just a tiny bit of confidence. Because that’s going to harken back to the overconfidence of 2016 or the overconfidence of 2020, you know—Biden was supposed to win by a lot more than he did.

And I think what freaks everyone out is the idea that Trump, in the two times he’s been on a general-election ballot, has massively overperformed his polls. And now there’s a sense that perhaps that’s been accounted for in these polls and they’re undercounting African American voters, women voters, and so forth.

So anyway, I think all of that is kind of baked into this, but look, I don’t want to suggest that anything other than massive anxiety is the default for everyone around this campaign. And I assume both campaigns.

Rosin: Yeah. Okay. Let’s leave the listeners with thoughts about Election Night. There’s the zen option, and hopefully many of our listeners will take advantage of the zen option.

Take a long, 12-hour walk. Be home by 11 p.m. and then turn on the television. Short of that, the map is really wide and open. I mean, seven open states. It’s a lot. So for those who are not spiritually built for the zen option, how—literally—will you guys be watching? Like, give a listener a guide of what to watch out for on the night.

Leibovich: Well, yes, there are seven battleground states. But I think there’s a lot you can learn if you can get information from other states. You know, there’s a poll that everyone has been talking about—a lot of insiders have been talking about over the last few days—from Iowa. Iowa, no one considered a swing state. Safely red, certainly has been in the last few elections, certainly for Trump. Ann Selzer, a deeply respected pollster, came up with this Des Moines Register poll on Saturday night, having Harris ahead by three.

Now, putting aside whether Iowa’s now a battleground state—I mean, if it’s even in the ballpark of accurate, I mean, as a euphoric result for people on Team Harris. I mean, look, if there are some early numbers from, say, South Carolina, Florida, that, you know, maybe show Trump’s margins a little lower than you would expect, possibly that’s something that you can learn from.

So again, it’s not just the seven battlegrounds, which will probably take a while to count, especially in some of the states with laws that make it harder to count early votes. But, yeah, I mean, like, the whole country does vote. It’s like, margins do matter, and I think we can learn from a lot of people.

And look, even, like, Massachusetts, Vermont, Kentucky—I mean there are these early states that you know exactly who is going to win, but you can learn from.

Rosin: Because if the margins are smaller than they are expected to be, then that’s a bit of data that’s interesting. Tim, what about you?

Alberta: So there’s a known known, and a known unknown. The known known is that Democrats are continuing to see erosion in their coalition, specific to African American men, Latino men, and to some degree young voters.

And I think specifically if we’re looking at Detroit, at Milwaukee, at Philly, at Atlanta, at Maricopa County—there are places where we should be paying attention to this, right? I think the known unknown here is: Does Donald Trump get beaten up among suburban women, or does he get demolished among suburban women?

And I think that the answer to that question is probably determinative to who is sworn into office on January 20.

So I’m really paying very close attention to the collar counties outside of Philadelphia, to the WOW counties outside of Milwaukee. You have to look at Vegas and Charlotte and Raleigh-Durham. Some of these places—I don’t want to be reductive, but I really do feel like, ultimately, that’s where the election is going to be won or lost.

Rosin: Both of you are saying: Look for signs. It’s not just big, broad swing states, but there are meaningful signs in smaller election results that you’ll be looking for.

Alberta: That’s right. It’s, again, it’s just a numbers game. And it so happens that the most dense, vote-rich areas of persuadable voters are just consistently found in these once re,d then purple, now pretty blue suburbs. And so whether you’re watching the presidential race or even if you’re looking for a potential upset in a Senate race, like in Texas, where Ted Cruz on paper looks like he’s going to win and maybe even win comfortably. But pay attention to Harris County, Texas, which, on Election Night in 2012, Obama and Romney fought Harris County to basically a draw. I think it was a matter of a few hundred votes that separated them. Fast-forward, you know, a decade. Democrats are carrying Harris County, which is the Houston suburbs—they’re carrying it by a quarter-million votes, 300,000 votes reliably, and that number’s only going up.

So those are the parts of the country where I think if you’re paying close attention, you’ll start to get a pretty good idea.

Rosin: Okay. I think we have options for the meditators and options for those who cannot bring themselves to meditate. Thank you both for joining me on this day before the election.

Leibovich: Thank you, Hanna. Thank you, Tim.

Alberta: Mark, I’ll call you tomorrow. We can meditate together.

Leibovich: I look forward to it. Yep, we’ll join figurative hands.

Rosin: This episode was produced by Kevin Townsend and edited by Claudine Ebeid. It was engineered by Rob Smierciak. Claudine Ebeid is the executive producer of Atlantic audio, and Andrea Valdez is our managing editor.

I’m Hanna Rosin, and we’ll be back later this week to cover the election, though possibly earlier than our usual Thursday release, depending on the results.

Thanks for listening.

Charlie Kirk took his seat underneath a tent that said Prove me wrong. I wedged myself into the crowd at the University of Montana, next to a cadre of middle-aged men wearing mesh hats. A student standing near me had on a hoodie that read Jesus Christ. It was late September, and several hundred of us were here to see the conservative movement’s youth whisperer. Kirk, the 31-year-old founder of Turning Point USA, was in Missoula for a stop on his “You’re Being Brainwashed Tour,” in which he goes from college to college doing his signature shtick of debating undergraduates. He invited anyone who disagreed with him to come up one by one and take their shot, in a carnivalesque “step right up” style.

I had not traveled to Montana simply to see Kirk epically own college kids. (That’s not a hard thing to do, and in any case, I could just watch his deep catalog of debate videos.) I’d made the trip because I had the feeling that Kirk is moving toward the heart of the conservative movement. Few Republicans have as much purchase with all factions of the party. In Montana, Kirk delivered a simple message. “Now, all of you—I’m sure you’re feeling this: Things are unaffordable,” he said. “They’re out of reach. It is harder than ever to be able to have the American dream … and that is because of Kamala Harris.” Days before the Missoula event, however, Kirk had said that Haitian migrants “will become your masters” should Donald Trump lose the election, that “this election is literally about” whether Americans will be “allowed to fight back against invading armed hordes,” and that “swarms of people want to take our stuff, take women, and loot the entire nation.”

I arrived in Montana thinking that Kirk’s code-switching was part of a cynical move to expand his reach. He hosts one of the most popular news podcasts in the country, and his YouTube channel is a clout machine. But I came away realizing that Kirk is less of an influencer than an operator. While he spoke, volunteers moved around the crowd asking people if they were registered to vote. Later in the day, Kirk appeared at an event with Tim Sheehy, the GOP candidate trying to defeat Senator Jon Tester. Kirk bragged that Turning Point had registered 100 new voters that day. (A spokesperson for Turning Point USA did not respond to multiple requests for comment or an interview with Kirk.)

Kirk’s apparatus has gone from a conservative youth-outreach organization to an all-encompassing right-wing empire—one that has cultivated relationships with influential conservative faith groups, built out a powerful media arm, and hosted rallies for Trump and other top Republicans. It has allowed Kirk to wedge himself into a powerful role: He is the gatekeeper of a bridge between mainstream conservatism and its extreme fringes. Instead of merely serving as a roleplayer on the right, Kirk now leverages his influence to bend conservatism closer to his own vision. Kirk has power, and he knows it.

For a while, Kirk embraced a vanilla brand of conservatism. He founded Turning Point USA in 2012 to fortify a small but stable conservative youth movement with a focus on free markets and limited government. The group wanted to reach young people where they were, which included college campuses but also the internet. Early Turning Point memes read as though the organization had hired a Popsicle-stick-joke writer to make bland, conservative-minded witticisms. Kirk’s Twitter account featured mundane perspectives, such as “Taxes are theft” and “USA is the best country ever.”

Even as Trump began to take over the Republican Party, Kirk relentlessly extolled free-market capitalism and repeatedly praised markets as a near-panacea to America’s problems. Though personally Christian, he said that politics should be approached from a “secular worldview.” In 2018, he said that he understood that most people “don’t want to have to live the way some Christian in Alabama” wants them to. He would probably have never described himself as an LGBTQ ally, but he was also not known to go out of his way to bash trans people or speak out against the gay “lifestyle.”

This approach did not please everyone on the right. In 2019, the young white nationalist Nick Fuentes encouraged his followers, called Groypers, to show up at Turning Point events and troll Kirk for not being far enough to the right. “You have multiple times advocated on behalf of accepting homosexuality,” a man in a suit with a rosary around his hand said at one event to Kirk, who was sitting onstage next to a gay Turning Point USA contributor. “How does anal sex help us win the culture war?” Another person used the Q&A time to tell Kirk that “we don’t want centrists in the conservative movement.”

Something began to change around the end of Trump’s first term. Kirk hasn’t just followed the rest of his party to the right. He is now far more conservative than much of the mainstream GOP. Christianity in particular has become a dominant feature of Kirk’s rhetoric and Turning Point USA. Kirk’s position on religion has veered from “We do have a separation of Church and state, and we should support that” (his words to the conservative commentator Dave Rubin in 2018) to “There is no separation of Church and state. It’s a fabrication. It’s a fiction” (his words on his own podcast in 2022).

In 2021, he established Turning Point Faith, a division of his organization that he has used to make significant inroads with hard-right evangelical churches and their leaders, many of whom have lent their pulpits to Kirk. He has laughed off accusations that he embraces Christian nationalism. Liberals fret about a “disturbing movement of ‘Christian nationalism,’” he said in 2022. “Do you know what that’s code for? That’s code for: You’re starting to care, and they’re getting scared.” But there aren’t a lot of other ways to describe his goal of eroding the barriers between Church and state, and Turning Point Faith’s mission of returning America to “foundational Christian values.”

Kirk has also embraced rhetoric that was previously the territory of white nationalists, making explicit reference to the “Great Replacement” theory, the conspiracy that immigration is a plot to dilute the cultural and political power of white people. Since 2022, he has posted that “Whiteness is great,” and that there is an undeniable “War on White People in The West.” On his podcast, he has accused an ambiguous “they” of “trying to replace us demographically” and “make the country less white” by using an “anti-white agenda” of immigration to enact “the Great Replacement.” Because of “them,” he’s said, “the dumping ground of the planet is the United States southern border.” Some other Republicans now dabble in Great Replacement rhetoric, but Kirk has avoided being outflanked on the right: He’s attacking Martin Luther King Jr. as “awful” and the Civil Rights Act of 1964 as “a huge mistake.”

Some of Kirk’s rightward shift is potentially driven by him astutely putting his fingers to the wind of what’s bubbling among the base. In Montana, the crowd was most energetic when Kirk delved into points about how immigrants and trans people are making America worse. When I went out of the crowd to stand under a tree nearby, I heard a mother talking to her small daughter. “You don’t want to go over there. There’s liberals,” she said, gesturing at the fringes of the crowd, where people were observing Kirk with dour expressions. She then parroted stuff I usually see only in the most unsavory corners of the far-right internet: “They want to kidnap you and brainwash you and probably molest you.”

Late last month, Trump came out onstage with pyrotechnics blasting in front of him and dozens of Turning Point logos behind him. Kirk and his group were hosting a rally in Duluth, Georgia, for the former president. “He’s a fantastic person, the job he does with Turning Point,” Trump said of Kirk during the rally. “I just want to congratulate and thank him. He’s working so hard.”

Kirk had spoken to the crowd of roughly 10,000 just before Trump took the stage. He used the platform to explicitly suffuse the event with a nod to Christian conservatism. “We are here in a state that is a very Christian state,” Kirk said. “A state that loves God and loves Jesus.” He led the crowd in a “Christ is King” chant.

Despite Kirk’s embrace of the far right, he has continued to gain standing in the establishment wings of the right. He sat down with J. D. Vance at a Turning Point event in September, and again on Halloween. Kirk has had public conversations with high-profile conservatives such as Vivek Ramaswamy and Missouri Senator Eric Schmitt. Kirk has spent much of this year campaigning for Republican politicians. He has gone to Nebraska, where he tried to get the legislature to change how the state awards Electoral College votes, and to Ohio, where Republicans are trying to win a Senate seat.

Unlike other, sycophantic portions of right-wing media, Kirk isn’t simply a hanger-on to the conservative elite. When he can, he will try to bend elected officials toward his political vision. On multiple occasions, Kirk has publicly gone after Speaker of the House Mike Johnson. Last January, several months after Johnson was elected as House speaker, Kirk posted a podcast episode titled “You Deserve Better Than What the GOP Is Giving You.” Johnson, he said on the show, was “a disappointment.” A few minutes later, he added: “Speaker Johnson is trying to gaslight you. Dare I say, he’s just lying.”

In March, Johnson went on Kirk’s show to kiss the ring. Kirk approached the conversation cordially and in good faith, but he also didn’t shy away from directly criticizing the speaker. Kirk pressed Johnson on why he hadn’t shut down the government last year and dismissed the speaker’s explanation that it would have been politically damaging: “We have been hearing that excuse for 11 years.”

Kirk’s ability to dress down one of the party’s most important members is a testament to how much power he has accrued. People like Johnson sign up for this because older politicians see Millennials such as Kirk as whispers to the rest of their generation, sometimes just because they’re younger, Jiore Craig, a senior fellow at ISD Global who has researched Kirk and Turning Point USA, explained to me: “There is this nervousness that he offers something about the internet and young people that politicians don’t know.” The belief that he can turn out young people makes politicians go to Kirk even as he tries to big-dog them, Craig said. It’s not just his appeal to youth either; alienating Kirk may mean losing an avenue to faith leaders and the broader audience he has amassed. Whether Republicans like it or not (and some don’t), they have to deal with him. This is how he has the freedom to walk around noxious far-right politics and then step back into the polite mainstream with impunity.

Even at 31, clad in saggy suit pants, Kirk has the affect of an eager college conservative. He lacks Tucker Carlson’s resolute confidence and corresponding bored disdain. He lacks the poise and charisma of far-right influencers such as Candace Owens and Nick Fuentes. But to think of Kirk as only a media figure is to miss the point.

Matthew Boedy, a professor of rhetoric at the University of North Georgia, who is writing a book about Kirk and Turning Point USA, argues that Kirk’s relationships and organizations have become so robust and far-reaching that besides Trump, Kirk is the most important person in the conservative movement. “No matter who wins in November, he will be the kingmaker,” Boedy told me.

Kirk doesn’t have an outright edge in many of the fields he trades in: Carlson and others have more popular podcasts, there are more prominent figures within the conservative faith movement, and there are better-funded conservative groups. Still, almost no one else has the relative prominence and relationships he does across so many areas. “It’s like Rush Limbaugh with six other tentacles,” Boedy said.

Kirke is all but ensured to sit in an important position on the right for years to come. He is in charge of much more than helping the right win youth voters. He has a relatively prominent political-media empire that he can use to push his ideas forward—one that works in tandem with the rest of his apparatus. His years of relationship-building with faith groups cannot be replicated by would-be challengers overnight. At least for now, Kirk has convinced Republicans that his political project is divinely ordained.