Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028

纳塞·西尔预测:民主党将赢得众议院,纽瑟姆声望下降,AOC可能在2028年赢得一切

All-In with Chamath, Jason, Sacks & Friedberg

2026-06-29

1 小时 0 分钟
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(0:00) Nate Silver joins the pod! (10:02) California's ballot counting problem: Raman's late-mail surge, ballot harvesting claims, and why the US counts slower than India (25:18) Democrats' three-way civil war: The left, the abundance libs, and Newsom's "resistance lib" base (34:48) The winning 2028 playbook: Anti-oligarch messaging, why young men want control, and immigrants fleeing the Dems (45:48) How algorithmic social media entrenches polarization: Elon's X, filter bubbles, and the death of the chronological feed (50:01) 2026 midterm predictions: 85-90% Dem House takeover, Senate toss-up, and the Iran/gas price wildcard (55:20) Newsom is collapsing in polls: Nate's 2028 Dem bet is AOC   Thanks to our partners! Northwest Registered Agent — Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at northwestregisteredagent.com/ALLINFREE PLAUD — If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at Plaud.ai/allin and use code ALLIN for up to 20% off! Which is also available on Amazon: https://amzn.to/43URLff (Code: ALLIN20X) Follow Nate: https://x.com/NateSilver538  Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect
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  • Partisanship is the gravity that dictates every election in the US, right?

  • Like my job, don't worry, I will get criticized if we say,

  • oh, whatever, Gavin Newsom or AOC is a 55% favorite and they lose.

  • But 43 of the 50 states stated, we could probably predict right now with 97% confidence

  • who they'll vote for in 2028. And it's not because of rigging, it's because polarization and partisanship.

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  • All right, everybody.

  • Welcome back to the all-in interview program.

  • We are delighted today to have the one, the only Nate Silver on the program.

  • Gambler, statistician, podcaster, Substack,

  • or go subscribe right now for a hundy, quick hundy at Silver Bulletin over at Substack.

  • It's a great Substack.