MONDAY EDITION

OCT 12 / 22 DAYS OUT

1. LEADING OFF

Happy Monday! Twenty-two days to go.

Democrats are running on two timelines right now.

The first one ends on November 3. It's measured in ballots and dollars, and this week it speeds up. You'll see how in the week ahead, right below.

The second timeline starts the day after the election. It's about what Democrats, if they win, would actually do with power. 

Arizona Senator Ruben Gallego is already thinking about it, with an economic plan he says is meant to shape the party's agenda if Democrats take the Senate.

The first timeline gets nearly all the attention three weeks out, and it should. But don't sleep on the second one: Often, decisions made by a party before a successful election have huge consequences for what comes next.

Below, you'll find the Republican ad advantage voters don't seem to be noticing, the Virginia district that just became a Toss Up, why it's legal to lie in a campaign ad, and the data center tax in Gallego's plan.

— Elias Isquith

2. THE WEEK AHEAD

On the first timeline, this week is about votes and money. The second timeline mostly happens off the calendar, in plans Democrats are already drawing up for what they'd do with a majority. All times are Eastern.

The first timeline (Election Day)

Tuesday:

Thursday:

Any day:

  • The Supreme Court could act on an emergency request from the Trump administration and the Republican Senate and House campaign committees. The fight is over whether political parties get the same discounted TV rates as candidates, the discount we explained last Monday.

The second timeline (After Election Day)

  • House Democratic Leader Hakeem Jeffries, who'd be in line to become Speaker, said last week that a Democratic House would reverse health care cuts, revive expanded Obamacare subsidies and investigate the Trump administration "beginning on day one." House Democrats already have five working groups drafting next year's agenda on housing, health care, child care, groceries, and gas and utilities.

  • California Rep. Robert Garcia (CA-42), the top Democrat on the House Oversight Committee, has laid out what a Democratic majority would use the committee for: launching investigations, calling witnesses and issuing subpoenas "if needed," starting with the White House's handling of the Epstein files and misconduct in immigration enforcement.

  • Garcia and Rep. Jamie Raskin (MD-08), the top Democrat on the Judiciary Committee, have been working out how to divide those investigations between their two committees.

  • Senate Minority Leader Chuck Schumer (D-NY) already has a bill to create an independent Anti-Corruption Bureau, run by seven Senate-confirmed commissioners, with subpoena power to investigate wrongdoing back to the first day of Trump's second term.

3. OUTSPENT, NOT OUT-SEEN

Republican-aligned groups headed into the campaign's final months with three times as much cash on hand as Democratic groups, Surina Venkat reports. You'd expect that to show up on people's screens.

So far, it mostly hasn't. In a POLITICO poll conducted October 3 to 5, only 24 percent of people who'd seen political ads in the past week said they'd seen more for Republicans.

That doesn't mean the money won't matter by November 3. But it's a strange kind of advantage when most of the people watching can't tell you have it.

To find out where Democrats are the ones with more money, read Surina Venkat's full story at The Caucus.

4. VIRGINIA’S NEWEST TOSS UP

We changed five ratings last week, and all five moved toward Democrats. The one that shook up our Top 25 was Virginia's 1st District. There, Democrat Shannon Taylor's race against Republican Rep. Rob Wittman (VA-01) moved from R Advantage to Toss Up.

By the campaigns' own count, Wittman has raised nearly twice as much, $4.05 million to $2.14 million, in a district Trump carried by five points. So the move doesn't mean we think Taylor is ahead. It means we no longer think Wittman is.

CAUCUS+ TOP 10 · WEEK 5 · 3 WEEKS OUT
1
UT-01 Ben McAdams
vs. Riley Owen · open, redistricted
Safe D
2
CA-01 Mike McGuire
vs. James Gallagher · redistricted
Safe D
3
▲2
NE-02 Denise Powell
vs. Brinker Harding · open
Expected D
4
▲2
CA-48 Marni von Wilpert
vs. Jim Desmond · open, redistricted
Expected D
5
▼2
NJ-07 Rebecca Bennett
vs. Tom Kean Jr.
D Advantage
6
▼2
PA-07 Bob Brooks
vs. Ryan Mackenzie
D Advantage
7
IA-01 Christina Bohannan
vs. Mariannette Miller-Meeks
D Advantage
8
NY-17 Cait Conley
vs. Mike Lawler
Toss up
9
AZ-01 Amish Shah
vs. Jay Feely · open
Toss up
10
VA-02 Elaine Luria
vs. Jen Kiggans
Toss up
▲ toward a Democratic flip, ▼ away. See all 25 →

Reminder: Democrats need a net gain of three seats for a House majority.

To find out which New York district Republicans just pulled money out of, and where they sent it, read the full rankings at The Caucus.

5. READER QUESTION

Clara C. in Wisconsin asks:

❝

I read your article about Republicans running fake ads about Democrats last week. Can anything be done to stop that? How is it legal to lie on a TV ad?

Thanks, Clara! A smart question that is only going to become more relevant as this election progresses — and as AI becomes further embedded in the murkier corners of politics in general.

That said, I'm going level with you: the honest answers here are a bummer. Can anything be done? Not really, and mostly on purpose. 

How is it legal? Because courts treat "political speech" as close to untouchable (which in the post Citizens United world, is a lot less commendable in practice than it may sound). 

An example: For decades, Ohio made campaign lies a crime. Then, in 2016, a federal appeals court struck the law down. Judging what's true in a campaign, the reasoning went, is the voters' job.

And there's certainly wisdom there. If you're a pro-democracy voter, you wouldn't want the Trump Administration getting to decide which ads are "true." 

But obviously we are in a situation (and this was true before AI) where the abstract principle has been twisted into something, in practice, that hurts rather than supports a healthy democracy.

What protections are left mostly depend on who paid for the ad.

If it's a candidate's own campaign, TV stations can't touch it. Federal law bars them from censoring candidate ads, and the Supreme Court has ruled that means they can't be sued over them, either.

If it's a super PAC or another outside group, stations can take the ad down. That's why campaigns bother to send stations cease-and-desist letters about outside groups' ads they say are false.

Wisconsin even requires paid political ads to disclose whether they were made with AI. 

But that rule doesn't reach social media — and you can see what a major loophole that is when you look at, say, Republican Rep. Derrick Van Orden (WI-03), who has been posting AI videos of Democrat Rebecca Cooke saying things she never said.

A normal attack ad tells you what someone else thinks of a candidate. These show the candidate herself saying it. You're not wrong, Clara, to think that's a major difference.

Of course, Cooke could sue for defamation. But she'd have to prove Van Orden knew he was lying or didn't care either way. Her lawyers already sent him a cease-and-desist letter, and we shouldn't exaggerate how much those can do: Van Orden answered with an AI video of a red duck yelling, "Cease and desist!"

That's really the problem in miniature. 

For now, the main check on a lying ad is the other side calling it a lie, and voters deciding who to believe.

Have a question of your own? Send it to [email protected].

6. GALLEGO’S DAY-AFTER PLAN

Arizona Senator Ruben Gallego isn't on the ballot this year. As Russell Payne reports, he's put out a sweeping economic plan anyway.

It would raise the minimum wage to $20 an hour and make employers pay double for overtime instead of time-and-a-half. With five parts and dozens of proposals, it reads less like a campaign promise than a platform. Gallego hasn't been shy about which campaign he might run it in.

To find out what Gallego wants to do about fake job listings, read Russell Payne's full story at The Caucus.

7. IN THE NEWS
  • A Philadelphia Inquirer investigation found that Pennsylvania Senator John Fetterman attended just 16 percent of his own committee meetings over the last two years and made 31 public appearances in his home state in nearly four years. Part two runs today. (Philadelphia Inquirer)

  • Democratic candidates are spending heavily on ads tying Republicans to tariffs, the Iran war and Medicaid cuts, according to a CNN analysis of AdImpact data. Democratic pollster Geoff Garin calls it "the heart and soul" of their campaigns against GOP incumbents. (CNN)

  • Former Trump adviser Steve Bannon told CBS News that if Democrats win the House, "you'll see subpoenas flying every day," and predicted the impeachments of Cabinet secretaries Robert F. Kennedy Jr. and Pete Hegseth. (CBS News)

  • Georgia Senator Raphael Warnock, whose own seat is up in 2028, made his first trip to New Hampshire last week to campaign for Democrats there and test a message about faith and character. He didn't rule out a presidential run. (CNN)

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