Just in the last hour or two there was a rush of new articles which report that top people in the Biden campaign either think Biden won’t be able to hold on or that he has no path to victory, etc. In a way, these are all versions of the same thing, or one inevitably relies on the other. I think the real issue is that a presidential candidate simply can’t lose the confidence of his or her congressional party. Why that happens or whether it’s fair doesn’t really matter after a certain point. Or rather it doesn’t matter in an operative way. And it does appear we are either at that point or near to it.

There are two additional points I want to note. They may seem contradictory and they are at least in tension. But I think they’re both true.

A new episode of The Josh Marshall Podcast is live! This week, Kate and Josh discuss the standoff over President Joe Biden’s candidacy.

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When we collectively wrestle with a situation like the one Democrats are now grappling with, it is important to remember that multiple things can be true at once. I’ve spent most of the day thinking that Joe Biden has very much not ended this “drop out” question — which I kind of thought he had by Monday evening — and thinking that withdrawing in favor of Kamala Harris may be the least worst bad option available. But there are a couple dynamics I want to mention that are helpful to think about.

One issue I’ve written about is the disjuncture here between elite responses to this political tornado and the responses of ordinary voters. This turns out not to be specific enough. All of the information I’ve gotten on this is anecdotal. But some anecdotes are better and more valuable than others. It seems clear to me that quite a few ordinary Democratic voters want Biden to step aside. I’ve published some of their emails below. I really have no idea what the relative percentages are. But it’s certainly not like the Clinton-Lewinsky scandal where DC political elites rapidly developed an iron consensus that Clinton had to resign and then realized that there was an angry and large majority of regular Democrats saying absolutely f—king not.

A fairly vitriolic note from TPM Reader JD …

Just to be clear, I was absolutely on team Biden is the nominee and anything else is crazy before the debate. And I’ve tried to be measured in my emails since, but I’m kind of reaching my limit with the Ridin for Bidens. So this is for all the readers who think the solution is uniting behind Biden because of dominance politics or whatever: you cannot construct some facade of strength around a man who is so evidently, pitifully weak. Not in an election in a democracy where he has to actually appear in public. What do you think the rest of this campaign is going to be like after the Democrats fall in line? Just for starters, what do you think’s gonna happen with this next debate in September?

From TPM Reader WH …

I echo AO’s sentiment. While I agree with yesterday’s Morning Memo that the coverage has morphed into a feeding frenzy that’s lost sight of the bigger picture, the Biden team totally blew any chance they had at a reset following the debate. All of the endorsements and kumbayas came days late, and what we have seen lately feels insipid and clumsy. Leaning heavily upon the big group of Democratic voters that’s currently uneasy about Joe dropping out will not solidify the coalition, whereas the only remaining opportunity to get everybody on the same page isBiden himself making it clear that defeating Trump and his agenda is a collective priority that’s bigger than any individual. 

From TPM Reader SS …

I didn’t watch the debate for various reasons (was on vacation and busy with kids.).    From the clips I saw, yeah it wasn’t good.   When I heard about the subsequent rallies I relaxed a bit and went on with the rest of our vacation.  Then I came back…