So let's talk about our needles. Florida was easy, as you can see. What about NC and GA?
At the moment we've got Trump favored in Georgia by 4 and North Carolina by about a point.
If you look at the results by method, you can see why: the eday vote is great for Trump and that's what's left in NC, in particular
nytimes.com/interactive/20…
There are a few things I pause at right now, though.
One is that all three states are in the same model. We control for state and voting method. Does the flood of results in Florida bias us a bit in NC/GA, especially in Latino areas? I think that's at least possible in GA burbs
I can make some related subpoints: we don't think Biden crushed it, compared to our expectations, in well-educated parts of Florida. Maybe that won't hold up in the GA suburbs, and he can still crush it there. Just an example.
The point is that the needle does assume that these demographic shifts cross statelines, and it's at least conceivable that they don't. Given that FL was first and very bad for Biden, it could prove to be too tough on him elsewhere

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More from @Nate_Cohn

5 Nov
Something interesting to think about: Stacey Abrams is basically the only major Democrat who fared worse in 2018 than Biden/Dems in 202. Who else is there?
Gillum lost, but he did fare better than Biden/Dems 2020
That's a good one. Still in play, though at this point I do think she's favored to beat out Biden
Read 4 tweets
5 Nov
Trump's lead in Georgia now under 10,000 votes, mainly after mail-in ballots from Fulton.
Clayton and Chatham absentees alone ought to cover the rest of the difference
Yeah, then we get to the extraneous stuff. Overseas ballot v. provisionals v. the scattered missing stuff across the state. If the SOS is right, there's quite a bit of absentee elsewhere to pad Biden. Hard to judge the rest. It'll be in recount territory
Sadly, we're at the point where the needle is no longer very helpful. In a lot of places, the SOS says there's still absentee vote but the count is high enough that the needle isn't expecting much more. At this late stage, exact reporting prevails over the models
Read 4 tweets
5 Nov
Biden wins the new votes in Nevada by 14 points, and there's still more late mail and provisionals left. I don't know if anyone will call it on this basis, as it's still fairly close and there's no *hard* data on what's out. But you can still pencil this into the Biden column
Additionally, Clark County (Las Vegas) appears to hold a disproportionate share of what's left. That would be good news for Biden, even if the remaining vote methods (late mail, provisional) weren't likely to his advantage
I think a main barrier is that the network projection models may not be built to handle vote by method to this extent. If your model knows it's all late mail/provisionals, then the data could quite possibly support a call. If not, then no call.
Read 6 tweets
5 Nov
Good morning everyone
Unbeknownst to you, I've been up for a while and I've had my coffee. I think I'm all caught up on where we stand. We'll have an article on the state of play in a bit.
The big picture: no change in where we stand since last night. Biden still on track in PA; GA tallies were in line with our expectations and Biden may still have the tiny edge in GA--though there are a few too many conflicting reports this AM for me be certain about what's out
Read 6 tweets
4 Nov
The needle accounts for this, and expects...
Chatham: 75-26
Fulton: 85-16
DeKalb: 93-7
Among remaining mail absentees
Biden is still a very narrow favored in the view of the needle, with no meaningful change since last night. Honestly, I'm more curious about any reporting errors (which could go either way) than the needle's estimates, with the race so close
Another factor is the needle thinks the remaining Election Day vote in Fulton and DeKalb is especially Democratic--more so than the Election Day vote that's been counted so far, presumably bc it's in majority black precincts. That seems easy enough to check
Read 5 tweets
4 Nov
We don't know. There are some serious reasons to think the remaining vote could be Republican
Basically, Democrats rushed their mail ballots in this year. That meant the mail requests that hadn't been returned, heading into the weekend, were quite Republican. This was clear well in advanced
But...
--in general mail ballots have been decent for Biden--even Republican ones.
--the late mail ballots may also be quite young
--it's possible that these Republicans just voted in person, and we don't know it yet
Read 6 tweets

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