Harris
Article
Harris is a recurring person in the Astral Codex Ten archive, appearing 10 times across 10 issues between November 15, 2021 and April 30, 2025. The archive places it in contexts such as “someone who is neither Biden nor Harris to win the Democratic nomination in 2024”; ""Replacing Biden with Harris is neutral to slightly positive""; “‘versus Harris and all the other potential replacements’“. It most often appears alongside Trump, Elon Musk, Kamala Harris.
Metadata
- Category: People
- Mention count: 10
- Issue count: 10
- First seen: November 15, 2021
- Last seen: April 30, 2025
Appears In
- 15
- Prediction Markets Suggest Replacing Biden
- Links for July 2024
- Links For September 2024
- 24
- ACX Local Voting Guides
- ACX Endorses Harris, Oliver, Or Stein
- Mantic Monday: Judgment Day
- Game Theory Of Michigan Muslims
- The Populist Right Must Own Tariffs
Related Pages
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- Trump (8 shared issues)
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- Elon Musk (5 shared issues)
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- Kamala Harris (5 shared issues)
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- Metaculus (5 shared issues)
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- CFTC (4 shared issues)
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- Democrats (4 shared issues)
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- Joe Biden (4 shared issues)
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- Nate Silver (4 shared issues)
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- Polymarket (4 shared issues)
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- PredictIt (4 shared issues)
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- Twitter (4 shared issues)
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- Berkeley (3 shared issues)
External Links
Source Context
Recovered passages from the original issue text. When the raw archive preserved outbound links inside the source passage, they are listed directly under the quote.
I’m fascinated by how many people expect someone who is neither Biden nor Harris to win the Democratic nomination in 2024. Biden is down five cents since this summer without any new health problems (that I know about), and sitting presidents rarely get refused a renomination just because they’re unpopular. Maybe people think Biden’s age wouldn’t have mattered if he was popular, but as it is it’ll make a graceful excuse to convince him to sit out? I still think he’s undervalued.
So I think he should decline the nomination and endorse some likeable purple-state governor. If Kamala Harris gets angry, he should just say “sorry, I’m a demented old man, you can’t blame me for my actions”. If she gets angry at the other Democrats, they should just say “sorry, it’s an old man’s dying wish, it would be cruel not to honor it”. If Biden endorses Newsom, fine, whatever. I don’t like Newsom because he’s all style and no substance, but maybe that’s what we need for a time like this. He’s the closest we can come in the real world to literally putting Generic Democrat on the ballot. Cometh the hour, cometh the man.
Before we go into specifics, the summary result: Replacing Biden with Harris is neutral to slightly positive; replacing Biden with Newsom or a generic Democrat increases their odds of winning by 10 - 15 percentage points. There are some potential technical objections to this claim, but they mostly suggest reasons why the markets might overestimate Biden’s chances rather than underestimate them.
The Biden number is about 4% higher than Nate Silver’s model over the same time period; see below for why that might be. [EDIT 7/2/24: Original version had a miscalculation which decreased everyone’s odds by about 10%. Above version should be correct.] You can find my sources at the bottom of the post. “Explicit” odds are based on questions like “What are the chances of Biden winning if he is the nominee?” “Implied” odds were generated by combining the questions “What is the chance of Biden being the nominee?” and “What is the chance of Biden winning?”; this is safe enough with Biden, but with unlikely nominees like Newsom, some of the percentages can get small enough that they start running into small-number-biases and become less trustworthy. I’ve weighted each market’s explicit calculation higher than their implicit one to compensate. A possible objection to these results: conditional probabilities don’t exactly reflect the intuitive concept of decision-making. That is, we’re not asking “We want to know whether or not to keep Biden, so what are the chances that he’ll win if we do?”, we’re asking the market for the chance that he’ll win, in the set of worlds where people decide to keep him for other reasons. We should expect this to overestimate his performance. That is, imagine that tomorrow, Biden has completely recovered, he easily wins his next debate with Trump, and everyone agrees the most recent debate was just a fluke - in that world, he is both more likely to be nominated and more likely to win. Alternatively, if tomorrow he gets much worse and can’t even speak in full sentences, he’s much less likely to be nominated and much more likely to lose. Since the real world includes both those possibilities, restricting ourselves to the set of worlds where he gets nominated means we’re overestimating the chance that he wins. There are similar-albeit-less-severe problems with other candidates - if we choose Newsom, that might be because he won some kind of debate or process versus Harris and all the other potential replacements. Overall I expect this to be mostly correct, but probably overestimate Biden’s chances by a percent or two relative to others. Along with these three candidates, Metaculus had an explicit “should the Democrats replace Biden?” question: Manifold also asks how Democrats will do if they replace Biden (without specifying a particular replacement): We can compare this to their Biden market… …and find that once again, they expect replacing Biden to go better (though I think 51% is just cope). At the Manifest prediction market conference in early June, I interviewed Nate Silver: …and asked him for his probability that the Democrats would win this election, versus his probability that the Democrats would win conditional on Biden not being the nominee (specifically “drops dead tomorrow of natural causes”). He said 40-45% chance normally, 50% chance without Biden. This was before the debate, but I think it matches the markets’ opinion that switching candidates would help the Democrats’ chances - and this has only become more true since the debate. On the other hand, polls asking people how they would vote in possible matchups don’t show any advantage of alternate candidates over Biden. Here’s the only post-debate poll I could find: And if Biden does need to be replaced, Democrats mostly support Harris, who the prediction markets find least promising: Maybe Democrats are the wrong people to ask - they’re already going to vote Biden, so you want someone who’s more attractive to independents. Of course, in a normal primary it would be Democrats making the decision. But if elites are going to do something behind closed doors, maybe they should take advantage and choose the candidate most likely to win, for once. I think these polls are the strongest objection to the prediction markets’ verdict. You could make an argument where prediction market users are mostly educated liberal white males, and even though they’re incentivized to honestly determine what ordinary people think, they’re too out-of-touch with ordinary people to do so effectively. Or they might be over-fixating on “voters don’t like Biden’s senility” without considering that, even if voters didn’t know Biden was currently senile before Thursday, they probably guessed that he would become senile sometime in his four-year term, and had basically accepted that his aides would do the hard work. Maybe they prefer a well-known likeable incumbent over an unknown quantity (and the unknown quantity’s potential new/weird aides), even if the well-known likeable incumbent is senile. Maybe elites know more than we do about how hard it is to inject a new candidate at the last moment, how dangerous it is to have someone who hasn’t been thoroughly vetted for scandals, et cetera. Still, for now I trust the prediction markets. I think replacing Biden would add ~10 prcentage points to the Democrats’ chance of victory. At the end of this post, I’ll list the prediction markets I’m using as sources. But before then, a brief interlude of: Fuzzy Subjective Human Factors I Am Not Really Qualified To Talk About Many people on Twitter are asking “how could anyone possibly have been stupid enough to not realize that Biden was senile?” I was that stupid. I didn’t say it openly, because I’m at least smart enough to have a high threshold for giving my opinion on political things I don’t know much about. But I thought it in my heart. So in case the people asking “how could anyone have been that stupid?” actually want an explanation, here’s my former reasoning. Republicans have been accusing Biden of being senile (and the Democrats of hiding it) for at least five years now. Before the 2020 debates, they were excited that this was when they could finally prove once and for all that Biden was senile. Then Biden did fine, and they retreated to “well he’s senile but they have some secret drug they’re giving him, just during debates, that makes him look fine”. Notice this is from 2020; according to polls, he did win the debate that year (source) I think a lot about experimental cognitive enhancement drugs, and I can say with confidence that nothing like that exists. Stimulants can help people with mild dementia be more active and motivated, but they don’t really improve cognition directly, and they can’t make a demented person temporarily lucid. Still, for the past four years, every time Biden was going to do something - a press conference, a State of the Union, whatever - the Republicans would say “ha, this time is going to be the proof that he’s senile!” And then he would always do fine, and they would retreat back to “I guess he used the secret drug this time too”. The satire site Babylon Bee had some funny articles about this: Babylon Bee, after Biden gave a good State of the Union speech earlier this year. Meanwhile, the Democrats were spreading the alternate narrative that Trump was senile. This one has gotten less press, because I don’t know how many people really believed it. But it came up occasionally, along with out-of-context video snippets where Trump said or did something dumb or meandering. Of course, anybody with a presidential candidate’s level of public exposure will have a few gaffes. Even if they don’t, you can always deceptively crop something so it looks like they did. Wait, why is a psychoanalyst getting quoted as a top expert in dementia? (source) I didn’t know you could diagnose someone via Change.org petition, but 2544 people who claim to be licensed professionals can’t be wrong! So with the constant attempts to prove that both candidates were senile, the constant demonstration by both candidates that they weren’t, and the constant retreat into conspiracy theories of “I guess he used the magic drug again but we’ll get him next time!”, I just tuned out this entire category of thing. And I guess I kept it tuned out longer than I should have, whoops. Reversed stupidity is not intelligence. Even if liars are saying something for their usual liar reasons, it can still be true. For twenty years, people spread false rumors that Castro was on his deathbed, but this didn’t make Castro immortal. In the same way, I should have figured out that even if I couldn’t trust any particular claim that Biden was senile, the prior for an 81 year old becoming senile was still high. But I guess I assumed that if he was becoming senile, some Democratic elites would have secret knowledge about it, and they couldn’t possibly be so stupid as to deny it while also scheduling him for a debate where it would inevitably come out. So I figured the Democratic elites who were closest to him thought he was doing well, and I trusted them more than the people who had been wrong every time for the past five years. I’m still confused what those elites were thinking. Reading the news coverage for the past few days (including some video clips from a post-debate rally where he seemed noticeably better) it seems like some combination of: He has good days and bad days, and they were hoping this would be a good day.
Inline links: https://substackcdn.com/image/fetch/$s_!Fr-Z!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa7933bcc-fc24-4043-9064-47a958e24497_787x306.png, https://manifold.markets/HamishTodd/conditional-upon-the-democratic-par, Here’s, https://substackcdn.com/image/fetch/$s_!Q3fs!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff99e148f-4051-40f9-b0c6-22eb10289854_1500x1091.png, https://substackcdn.com/image/fetch/$s_!MXOh!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7d694e0c-d306-4578-a55d-5314ca965a83_1500x1246.png, https://substackcdn.com/image/fetch/$s_!qt9P!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa11d1a27-cfc2-4708-9db1-e344b391ac9a_1288x758.png, source, think a lot about experimental cognitive enhancement drugs, https://substackcdn.com/image/fetch/$s_!shq2!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F92d67bb2-5940-44ba-ad21-df822276280a_781x829.png, Babylon Bee, https://substackcdn.com/image/fetch/$s_!2y5u!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa986c7ac-16c2-4987-b520-8f6ddf9ad13d_757x690.png, https://substackcdn.com/image/fetch/$s_!SN0G!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6068601f-0eef-4a1c-b885-19f5712decf1_751x668.png, https://substackcdn.com/image/fetch/$s_!vL01!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcb26c689-1e81-422b-9493-ae44cac59125_858x814.png, source, https://substackcdn.com/image/fetch/$s_!6ssu!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F760276bb-2f91-4545-bbf5-d3f9fe911de7_975x654.png, Change.org petition, Reversed stupidity is not intelligence
31: Well, Harris has finally replaced Biden. Let this be a lesson to all the commenters who told me that the Democratic Party was rudderless and didn’t have enough shadowy elites to enforce obviously-correct actions. What bothers me most about this whole thing was how good some of the reporting right after the debate was - suddenly we had detailed profiles of how many times Biden had slipped up when, who was hiding it from us, which aides were more interested in continuing to deny it vs. coming clean, what their motives were, et cetera. So why didn’t we have it a few months earlier, when it could have done more good? Either the sources refused to talk until it was officially popular to talk about, or the reporters refused to listen until same. Either way, it’s a good reminder that although the media very rarely lies, the impression it gives about any topic depends at least as much on its current popularity as on the ground-level facts.
26: I’ve lived in Oakland for five years now and never considered the possibility that it might be valorous, but apparently Kamala Harris is committing “stolen valor” by claiming she comes from Oakland (she actually comes from nearby Berkeley, which is apparently less cool).
…even though Harris is ahead in most swing state polls:
This is partly because his model is pricing in a “convention bounce” for the Democrats around now - it’s unclear whether it’s right to do so; without the bounce (also subscriber only) they’re at 50-50. Meanwhile, forecasters are a little more optimistic about Harris’ chances:
Inline links: without the bounce
A Twitter user pointed out (and I confirmed) that upon being asked “What is the probability that Joe Biden is still President in October 2025?”, it goes through a lot of reasoning about his age and dementia and finally concludes 55% because he’s not that demented. I originally thought this might be due to the knowledge cutoff (it doesn’t know Biden dropped out in favor of Harris), but if I ask the AI about October 2029, then it says that Joe Biden has dropped out in favor of Harris (even though in that question it doesn’t matter). So now I think it’s more like ChatGPT’s tendency to round anything that sounds vaguely like the surgeon riddle off to the surgeon riddle - in the same way, FiveThirtyNine rounds off anything that sounds vaguely like the popular question “is Biden too old and demented to stay president?” into that question, even though there are much stronger non-dementia-related reasons he can’t be president next year.
Some of this is no doubt due to the hard work of Shayne and his team improving the site. But let’s be honest. It’s mostly because people really want to bet money on Trump/Harris 2024. The presidential market has a total volume of $910 million, far above eg markets about the Superbowl ($50 million), the World Series ($5 million), and the bird flu epidemic ($141,000).
LOS ANGELES: Guide here. Los Angeles is almost party-line Democrat, but manages to deviate from consensus in a few places, including going against celebrity liberal district attorney George Gascon. Gascon was previously San Francisco DA (sandwiched between Kamala Harris and Chesa Boudin), attracted both furor and adulation for his anti-incarceration/soft-on-crime policies, quit, moved to Los Angeles to take care of his aging mother, and then became Los Angeles DA the next year! He is a fascinating character, and someone should write his biography, but apparently Los Angeles Rationality is tired of him. The group did however support increasing taxes to fund anti-homelessness programs, saying that LA's past anti-homelessness programs have a history of actually working.
Inline links: Guide here
PHILADELPHIA: Guide here. Finally, a swing state! Philadelphia Rationality endorses Harris for President. But they pick Republican candidate Dave McCormick for Senate after his Democratic opponent, incumbent Bob Casey, earned their ire for various ill-thought-out progressive legislation like anti-price-gouging laws; McCormick also seems like a rare Republican capable of standing up to Trump. Just because you’re a swing state doesn’t mean your vote always counts; Philadelphia itself is so heavily Democratic that the group says “voting for [its Congressional representatives] should be seen more as a form of self-expression than a process to choose a candidate, so we recommend voting for whichever party makes you feel best”.
Inline links: Guide here
The other tailwind is intra-party cohesion. Donald Trump spent the past eight years purging the Republican Party of people willing to stand up to him. The current head of the RNC is Donald Trump’s daughter-in-law. Meanwhile, the Democrats are delightfully unorganized, such that there are constant rumors that Joe Biden is trying to sink Kamala Harris, that Nancy Pelosi made some kind of horrendous blackmail threat to Joe Biden, and that possibly all of these people are part of a shadow war between Hillary Clinton and Barack Obama. I don’t believe any of it, but it’s pretty funny and less worrying from an ability-to-consolidate-power standpoint than what’s happening with the GOP.
While Trump is often portrayed as the threat to US democracy, it’s Kamala Harris who has endorsed eliminating the filibuster . . . That’s no idle threat, as every Democrat in the senate already voted to end the filibuster (besides the two who are retiring: Manchin and Sinema.)
Last month, after the Democratic National Convention, Trump reposted artificial intelligence-generated images of his enemies — including Joe Biden, Kamala Harris, Nancy Pelosi, Anthony Fauci and Bill Gates — in orange jumpsuits with the caption: “HOW TO ACTUALLY ‘FIX THE SYSTEM.’”
Yet in the end, everything is so perfectly balanced that the sum total of these luminaries refuse to say which side of even we’re on. The nation balances on a knife’s edge. Eli Lilly stock moons. A red sun hangs over Philadelphia, where American democracy began and may yet end. A man walks into a diner just before closing time. He looks like a good tipper. The waitress was hoping to leave early and go vote. She decides against. Seven trumpets sound; seven seals are opened; there is silence in Heaven for the space of about half an hour. As George RR Martin put it, “God flips a coin and the world holds its breath.” Tomorrow - if we are so lucky - there will be a result. The great function that has consumed us for so long will return 0 or 1. The pundits who guessed 51-49 will be hailed as prophets; the pundits who guessed 49-51 will get bullied out of public life. The winner’s campaign operatives will be praised as world-historic geniuses, the loser’s mocked forever as utter nincompoops. Thousands of lifelong public servants who backed Mr. 49% will be tossed from DC like used toilet paper and replaced with thousands of hacks who backed Mr. 51%. Funding streams will go dry. Whole lands will turn to economic deserts. Fortunes will be destroyed. A few people will make good on their exile and suicide threats. Most won’t. The Union will either survive or not. If it survives, we’ll do it all over again four years later. A red sun sets over DC. The marble monuments are stained crimson; the statues of Lincoln and Jefferson and the rest look like they writhe in hellfire. The people seclude themselves in their houses. A city where even the Christians are atheist kneels in prayer. On some level, they know - we know - it was never just about choosing a leader. It was all for this - the same urge that drove the games of the Colosseum and sacrifices of Tenochtitlan. The need for a single moment of unconditioned reality. For one evening, the people of the richest and most secure nation in history, fat off the spoils of six continents, will know the same fear as the starving Catalhuyuk farmer, staring at the sky, wondering if the rains will come. For one evening, everyone - rich or poor, religious or secular, Democrat or Republican - will join in the prayer of the poet: “Judge of the Nations, spare us yet Lest we forget - lest we forget!” Don’t Blame Me, I Voted For Kodos Metaculus uses experimental “conditional forecasts” to determine the consequences of a Trump/Harris victory. How it works (example): you set up two forecasts: If Trump wins, will China invade Taiwan?
If Harris wins, will China invade Taiwan?
If Harris wins, will China invade Taiwan? When happenstance invalidates one of them (eg Harris wins, and your “if Trump wins…” market becomes meaningless), you close it without resolution and nobody gets money / reputation / meaningless forecasting points. Here’s what they’ve got: They could have picked better questions (I’m not sure why “Trump in power beyond 2028” needs to be conditional), but some of these are interesting: China more likely to invade Taiwan under Trump (25%) than Harris (17%), and Harris is more likely to fight back (75%) than Trump (54%).
In retrospect, maybe I’m erring by using intuitions I got from Eliezer Yudkowksy’s decision theory work, intended for bargaining with literally-galaxy-brained superintelligences who might respond with things like “Sorry, I’ve already pre-committed to rejecting all offers that would seem like extortion to omniscient entities negotiating from behind a veil of ignorance, and if you think about it carefully you’ll realize that this is fair enough that your own set of galaxy-brained logically-perfect pre-commitments don’t require you to retaliate against me for doing this”. This is a good strategy if you can pull it off, and it forces you to pay a two-thirds tax to place yourself in a bin of slightly-higher-cooperativeness. But Kamala Harris probably hasn’t done this, maybe hasn’t even done any instinctual thing which cashes out to the equivalence of this, and maybe doesn’t respond differently to the outright extortion of “do what I want or I’ll vote Trump” or the massaged-to-fit-a-series-of-fair-precommitments offer of “do what I want or I’ll vote Trump with 33% probability”. In fact, IIUC Kamala hasn’t shown any inkling that these people exist at all (which could itself be a powerful game theoretic strategy!)
Mentioned before: a group of Muslims in Michigan are backing Trump because they’re mad at the Biden/Harris administration for supporting Israel. They understand that Trump supports Israel even more. They just worry that if they always vote straight Democrat like every other minority group, the Democrats have no incentive to listen to them. They hope that if they elect Trump, even if he doesn’t listen to them, then the Democrats will work harder to woo them next time around.
On the other hand, it doesn’t seem great to actually elect someone who you hate and who will work as hard as he can to thwart your policy priorities. Imagine if every group tried this, and we ended up with gun owners and evangelicals voting Harris and Muslims and trans people voting Trump. It would be ridiculous. Is there some sort of middle ground?
If one day Joe Biden had conceived a personal hatred for the nation of Ecuador and tried to sacrifice America’s interests on the altar of some anti-Ecuador crusade, his handlers would nod, smile, give him a few extra pills, and he would forget about the whole thing. And maybe that particular metaphor owes more to Biden’s age than the inexorable logic of liberal institutionalism. But to the same would be true (to a lesser degree) of Clinton/Obama/Harris/whoever. Congressional Democrats would push back. State Department bureaucrats and White House staffers would water down the orders. DNC operatives would say it doesn’t play well with [list of one million different activist groups who must be kept satisfied at all times]. Democrat-controlled media would attack the policy, and the base would rebel against it. In the end, Clinton/Obama/Harris would relent: partly to preserve political capital, partly because only the sort of person who would relent in these situations would have gotten the job in the first place. I think both liberals and conservatives agree that this story is directionally correct - otherwise you wouldn’t need the “unitary executive” doctrine or 3,000,000 pages of Moldbug prose. But why is it correct?
Which side’s vices are worse? That’s an empirical question, and the past ten years of national politics have been one long IRB-less experiment. The Democrats made a compelling case for their own inferiority during Biden-Harris, but the Republicans are lapping them pretty hard right now, and I’m prepared to declare statistical significance.
As I wrote in my pre-election post last October:
Inline links: my pre-election post last October
Backlinks
- ACX Endorses Harris, Oliver, Or Stein
- ACX Local Voting Guides
- Betfair
- Charles Lehman
- CNN
- Events: J
- Game Theory Of Michigan Muslims
- January 6
- Kamala
- Links for July 2024
- Links For September 2024
- 15
- 24
- Mantic Monday: Judgment Day
- Organizations: S
- People: H
- People: K
- Prediction Markets Suggest Replacing Biden
- Smarkets
- The Populist Right Must Own Tariffs
- TracingWoodgrains