In some cases, the final margin will look like what we have now. In others, while it may not flip the state, if these are disproportionately "late mail" for example, the remaining votes could be *very different* than what's been seen so far.
And, I cannot emphasize this enough, there are as many as 5 to 6 MILLION votes yet to be counted in California alone.

An entire North Carolina yet to be posted, just in that state.
I think in terms of swing 2016-2020, depending on what's left in certain states, the story is *very much unwritten* until we have these last tranches of ~15-20% of the vote.
We knew this going in, and it's been a chaotic 12 hours, but I think it's important not to lose sight of this.
If you use the estimated vote remaining reported by the New York Times, there are approx. 21.5 million votes left to be counted.
This puts turnout around 159 million, which is reason. But let's re-emphasize that: 21 million votes left to count.

We *just* crossed 2016 in total votes counted (137.7m).

We don't know the make up. It is too early for your takes.
What that 21 million looks like if you compare total votes counted vs. 2016 turnout, and Biden's margin (this is rough).

A lot of noise, which likely means ...we need to wait.
Really gotta be careful with 2016-2020 analysis at the state level right now. Outlying results (in terms of swing) are more likely to be found in places with fewer votes counted.
e.g., having trouble making sense of this 2016-2020 swing map? That could well be because states are reporting different types of vote so far.
One reason why posting definitively about things like shift or polling error (or even margin) was/is very flawed analysis at this point even for states 90% counted. Many states have more to count than Michigan did today and we don't know what they are counting.

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More from @williamjordann

3 Nov
Recognize the urge to keep looking at RCP for the historical trends and comparison, but one (small) great thing about getting through another election cycle is those trends get older and there is one more reason to ignore RCP's opaque, mysterious averages.
RCP's lack of transparency, besides being just bad practice by today's data reporting standards, is frankly suspicious and makes it more plausible the aggregator is putting its thumb on the scale to help a candidate, party, or someone/thing else.
This is true. Someone should create an easy-to-navigate resource for historical polling averages so people can easily make apples-to-apples comparisons without resorting to the RCP black box.
Read 4 tweets
1 Nov
Most of the final national polls seem to be in and Biden is at +8.6 in 538. If you apply "how red/blue was each state compared to Clinton's +2.1 in 2016?" you get:

IA: DT+3
TX: DT+2
OH: DT+2
GA: JB+1
NC: JB+3
AZ: JB+3
FL: JB+5
WI: JB+6
PA: JB+6
MI: JB+6
(Winning everything up to Georgia = 350 electoral votes for Biden)
If you look at *state polling averages* and compare to the 2016-replay estimates, here's how polls suggest each state has changed in terms of partisan lean.

FL ⟶R+4
PA →R+1
NC →R+<1
GA ←D+<1
AZ ←D+<1
IA ←D+1
TX ←D+1
OH ←D+1
MI ⟵D+2
WI⟵D+3
Read 5 tweets
1 Nov
If Trump doesn't pull it off in the end, this will be a finding to remember when thinking about what this election was about (in the way everyone remembers how Trump won people who disliked both candidates in 2016).
We talk about "swing," "independent" or "moderate" voters, but often the difference-makers are probably best called "cross-pressured."
As an aside, if Biden pulls off a landslide, it will be funny when political scientists show the result was ultimately consistent with the negative economic story, but exit polls show the majority of voters still approved of Trump on the economy.
Read 4 tweets
1 Nov
Amazing work by the Upshot/Siena polling team this cycle, as usual. We should all feel very lucky to have them this morning. I mean in general.
Key for the “does big turnout help Biden” folks out there. This suggests: probably
lol
Read 4 tweets
1 Nov
If the polls are right nationally and in Florida it suggests something fairly unusual (but foreshadowed by 2018) has happened there specifically
I mean there will new not unusual explanations, but it won’t be “Florida is always close” it will be “Florida has gone from 3-4pts redder than America to 8-9 points”
The Upshot poll is more evidence of Florida “close” e.g. shifting meaningfully to the right, even allowing for Biden’s relative strength with older voters (and a solid Biden lead with Hispanics). But we will have to see.
Read 5 tweets
31 Oct
Unreal. The fast growing Travis county is at 64.74% turnout among registered voters—higher in percentage terms than 2016 (63.8%) but also higher than every other election since 1994, except juuust short of 2008 (65.05%). Before Election Day.
One of the factors in turnout is competitiveness. And Texas learned at some point in 2018 it was competitive. Seems to be leaving a mark...
It will be interesting to also see what this does for Hispanic turnout in general. Note the expert below, which is based on GOP pollster Echelon Insights’ turnout estimates for 2020. A very large portion of the Hispanic vote (38%) live in two states just becoming competitive.
Read 5 tweets

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