The Democratic Blind Spot That Wrecked 2024

The 2022 election went better than Democrats could have hoped. The party picked up governor’s mansions and state legislatures and expanded their Senate majority. It held down losses in the House. The promised “red wave” never crashed ashore. Perhaps it would have been better if it had.

Looking back, the seeds of Democrats’ 2024 wipeout were planted in the quasi-victory of 2022. Three things happened in the aftermath. The pressure on President Biden not to run for re-election, and the possibility of a serious primary challenge if he did run, evaporated. Democrats persuaded themselves of a theory of the electorate that proved mistaken. And as a result, the Biden-Harris administration avoided the kind of hard, post-defeat pivot that both the Clinton and Obama administrations were forced to make after the midterm defeats of 1994 and 2010.

In 2020, Democrats had worried over Biden’s age, but were comforted, in part, by the soft signals he sent that he would serve only one term. “Look, I view myself as a bridge, not as anything else,” he said in 2020. By mid-2022, as Biden signaled his intention to run again, the party was growing alarmed. In June of that year, The Times interviewed nearly 50 Democratic officials and found that among “nearly all the Democrats interviewed, the president’s age — 79 now, 82 by the time the winner of the 2024 election is inaugurated — is a deep concern about his political viability.”

Nor was the public thrilled about the results the Biden administration was delivering. In October of 2022, amid widespread anger over inflation, the Times-Siena poll found Biden with a 38 percent job approval rating and trailing Trump in a hypothetical rematch.

If Democrats had been wiped out in the midterms, the pressure on Biden to be the transitional figure he’d promised to be would have been immense. If he’d run again despite that pressure, he might have faced serious challengers. But Democrats fared far better than they had expected. The president’s saggy approval rating and the widespread anger at inflation were nowhere to be found in the election results. In their first referendum under Biden, Democrats did much better than they had under Clinton or Obama. Any pressure on Biden to step aside — and any possibility of a real primary challenge — ended.

In its place, a new theory of the electorate emerged, based on the way Democrats over-performed in contested states, like Pennsylvania and Wisconsin, and underperformed in safe states, like New York and California. There were two coalitions: the MAGA coalition and the anti-MAGA coalition. The anti-MAGA coalition was bigger, but it needed to be activated by the threat of Donald Trump or the Dobbs abortion ruling. A slew of special election victories in 2023 seemed to confirm the theory. Democrats were winning elections they had no business winning, given Biden’s low approval rating and public anger over inflation. But the anti-MAGA coalition’s hatred of Trump had changed the electoral math.