Tuesday, November 5, 2024

Watching tonight with 2026 vision

Presented by Uber: Inside the Golden State political arena
Nov 05, 2024 View in browser
 
POLITICO California Playbook Newsletter Header

By Lara Korte and Dustin Gardiner

Presented by 

Uber

California Lt. Gov. Eleni Kounalakis and California Gov. Gavin Newsom attend the first day of the Democratic National Convention at the United Center on August 19, 2024 in Chicago, Illinois.

California Lt. Gov. Eleni Kounalakis and California Gov. Gavin Newsom attend the first day of the Democratic National Convention at the United Center on August 19, 2024 in Chicago, Illinois. | Andrew Harnik/Getty Images

THE BUZZ: BUTTERFLY EFFECT — Americans today will decide on the next president of the United States. Their choice could help determine who leads California in two years.

A victory for Vice President Kamala Harris would be a boon to those closest to her, especially if she finds herself in need of qualified allies to fill positions in the administration. It could also reshape the crowded field of Democratic contenders vying to succeed Gov. Gavin Newsom. 

"Here in California, it isn't going to be a shock or surprise if Kamala wins and there's a lot of upheaval," said Mike Trujillo, an LA-based Democratic consultant who is close to Antonio Villaraigosa, one of the 2026 candidates. "I can see Kamala tapping some close friends from California because she trusts them to do really important jobs."

Villaraigosa, as with some of the other hopefuls, could benefit from a few of the frontrunners getting knocked out with an appointment in Washington.

Behind the scenes, cogs are already turning as consultants and political watchers try to map out the implications of the respective administrations. Playbook spoke with some of them to get a sense of the potential outcomes on the minds of 2026 governor candidates as they watch votes come in tonight.

Lt. Gov. Eleni Kounalakis — Thanks to her oodles of cash and statewide name ID, Kounalakis is considered a frontrunner for the next governor. But her credentials as a former ambassador to Hungary and strong personal ties to the VP also make her a good candidate for ascension in a Harris administration.

Kounalakis, for her part, has signaled to her own aides and allies that she plans to remain in her job — and the next governor’s race.

The Gavin-Kamala dynamic — Some close watchers speculate that if Harris really wanted to help out Kounalakis, she could persuade Newsom to accept a Cabinet position, immediately elevating Kounalakis to the governorship and smoothing her path in 2026.

But that’s an unlikely scenario given Newsom’s preference to serve out the remainder of his term. There are few positions in a Harris administration he would consider, let alone be considered for, that are more appealing than running the globe’s fifth-largest economy.

"I think that scenario is completely foolish and is not going to happen," one person close to the governor stressed to Playbook.

But if it happened, Kounalakis would select her successor for lieutenant governor, scrambling a race that already includes several ambitious Democrats — Treasurer Fiona Ma, state Sen. Steven Bradford and former Stockton Mayor Michael Tubbs. 

An even more unlikely scenario is that if Harris loses, she may want to come back and run for governor in 2026, at which point she’d clear the field. Probably.

POLITICO in May reported that Harris has joked about returning home to run for governor. Harris’ team shot it down on the record, and people who know her told our Christopher Cadelago that she’s loath to take a demotion (to be fair, it’s hard to trade Air Force 2 for a dreaded “C” boarding position on Southwest Airlines, where A-list expires after a year of inactivity).

On the scale of predictable to crazy, it’s pretty out there. But hey, Richard Nixon tried it (and lost).

Xavier Becerra — The Health and Human Services secretary and former California attorney general is not running for governor … yet. Despite his increasingly frequent trips to California (including one last week), a casual $1.5 million hanging out in a state committee and behind-the-scenes discussions about propping up a campaign, Becerra has deflected questions about his aspirations to lead his home state.

If Donald Trump wins, Becerra is obviously without a job, leaving his schedule wide open for a campaign. And as the guy who proudly filed more than 100 lawsuits against Trump in his first term, Becerra has a clear message to bring home to Californians (even if his HHS tenure was a bit rocky).

If Harris wins, she may want to pick her own cabinet, but those choices could also be constrained by a Republican majority in the Senate. If the GOP takes the upper chamber, they’d be almost certain to stall, if not completely block, new Harris appointees, making it that much harder for Becerra to justify leaving the administration.

Rob Bonta — The attorney general is another will-he-won’t-he contender for 2026. Bonta was appointed to the gig by Newsom following Becerra’s departure for Washington and was easily elected to a full term in 2022, but he appears to be positioning himself for higher office.

As we saw with Becerra, the role of California attorney general becomes much more prominent with Trump in office, and a second presidency would give Bonta a handy political foil for fundraising over the next two years.

We’re not the only ones watching to see if Bonta jumps into the governor’s race. If he leaves the AG’s office, that would open up a lane for outgoing Sacramento Mayor Darrell Steinbergto take his spot. Assemblymember Rick Zbur has made no (real) secret of his interest, and we’re betting that San Francisco District Attorney Brooke Jenkins wouldn’t pass on the opportunity to run.

The rest —  Barring a shakeup at the front of the pack — or one of the contenders taking what would in all probability be a lower-profile job in a Harris administration — the election isn’t likely to dramatically change the calculations of announced candidates like Toni Atkins, Tony Thurmond, Antonio Villaraigosa or Betty Yee. And even if there’s Harris-inspired movement, the governor’s field remains in flux.

Outgoing Rep. Katie Porter, a top-polling Democrat in the state thanks to her 2024 primary for Senate, appears poised to jump in. (Bucolic as it is, nobody comes to Sacramento to have coffee with power players, as Playbook recently reported she did , for no reason.) But if Harris offered her something enticing — say, a chance to make moves inside the Consumer Financial Protection Bureau — an agency created by her mentor, Elizabeth Warren, well, who knows?

GOOD MORNING. Happy Election Day. Thanks for waking up with Playbook.

You can text us at ‪916-562-0685 ‬‪ — save it as “CA Playbook” in your contacts. Or drop us a line at lkorte@politico.com and dgardiner@politico.com, or on X — @DustinGardiner and @Lara_Korte.

WHERE’S GAVIN? Watching the election in Sacramento.

 

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SAN FRANCISCO

San Francisco mayoral candidate Mark Farrell arrives at a neighborhood event in San Francisco, Saturday, Sept. 21, 2024. (AP Photo/Jeff Chiu)

San Francisco mayoral candidate Mark Farrell arrives at a neighborhood event in San Francisco, Saturday, Sept. 21, 2024. (AP Photo/Jeff Chiu) | AP

FARRELL’S EPIC FINE — It’s hard to imagine a more disastrous November surprise on the eve of Election Day: San Francisco mayoral candidate Mark Farrell has agreed to pay a record $108,000 ethics fine for violating campaign finance law.

Officials at the city’s Ethics Commission, in a filing made public Tuesday, concluded that Farrell illegally used his ballot measure committee to funnel money to his mayoral campaign in excess of the city’s contribution limits. SF caps candidate contributions at $500 per donor, but there is no contribution limit for ballot measures.

Farrell’s mega donors — including billionaires Michael Moritz and Bill Oberndorf — gave heavily to his ballot measure committee. The committee turned around and transferred some of the money to Farrell’s candidate campaign.

Farrell’s campaign said the new settlement was the result of an “accounting error” in how the committees allocated staff time costs — one he argues was corrected months ago. Allies of Farrell also criticized the Ethics Commission for releasing the settlement so close to an election, likening it to the FBI reopening a probe into Hillary Clinton ’s use of a private email server as secretary of state days before the 2016 presidential election.

“As the person responsible for both campaigns, I take full ownership of these issues — this is the kind of accountability I am modeling for my children,” Farrell, a venture capitalist and former interim mayor, said in a statement.

It’s common for candidates in San Francisco to use ballot measure committees as vehicles to promote themselves while ostensibly boosting a ballot proposition they support (Farrell is backing a measure to reduce the number of city commissions). Both Breed and Lurie have also used ballot measures to pay for advertisements and consultants — including ads that boosted their name ID and message in an election year.

But city investigators allege Farrell’s practice was a more blatant cost-shifting scheme and that he used his ballot committee to pay for a disproportionate share of staff costs. Under city and state law, ballot measure committees can only spend money on campaigning that is explicitly related to the proposition. The full Ethics Commission must still approve the settlement.

The ethics filing included emails Farrell’s team sent to donors, urging them to help his mayoral bid by giving to his ballot committee, citing its lack of contribution limits. In one email, Farrell wrote that the ballot committee “is my PAC and the best way to help me directly — the contributions are unlimited.”

Recent polling suggests that Farrell was already slipping in the race as Daniel Lurie, a Levi Stauss heir and nonprofit founder, and incumbent London Breed top the polls. But the record fine — the latest in a series of ethics controversies for Farrell — could be the death knell.

Breed’s camp declined to comment. Lurie released a one-line statement in response: “It’s time for a new era of accountable leadership.”

 

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CAMPAIGN YEAR

Pro-Palestinian protesters gather in front of Sather Gate on the UC Berkeley campus.

Pro-Palestinian protesters stage a demonstration in front of Sather Gate on the UC Berkeley campus on April 22, 2024 in Berkeley, California. | Justin Sullivan/Getty Images

POSTCARD FROM BERKELEY — After making national headlines this spring, pro-Palestinian activism at the famously liberal UC Berkeley has hit a lull as Election Day dawns, our own Tyler Katzenberger reports this morning.

The decline is no accident. Harris’ ascension to the top of the Democratic ticket in July ignited a wave of support that washed out dissenting voices on the left when most student activists were off campus. Since then, the national movement has not been able to pressure Democrats with the same vigor that had President Joe Biden on the ropes earlier this year.

Back home in California, university administrators and state lawmakers made a summertime push to ward off future encampments. Multiple pro-Palestinian demonstrators said the crackdown made it harder to organize events that directly pressure campus leaders, with many students fearful of facing disciplinary consequences.

“People are burned out. They're tired,” one sophomore and student activist said. “There's no safe option that could actually mean something.”

CAN’T GET ENOUGH OF US? From Prop 36 to Alameda's recall vote, don't miss out on major state news this Election Day: Download the POLITICO app, for iOS or Android, and turn on California notifications to get breaking news alerts about the Golden State.

FOR GOOD MEASURE

BALLOT GUIDE — As the days tick down toward Nov. 5 — and your friends and family continue to bug you about what any of these ballot measures actually mean — we hope you consider sharing our California ballot-measure voter guide. If we can briefly brag, it’s a fun read for both the uninitiated and people who like and care about politics.

Please share the politico.com/caballot link with your community, and we hope you learn something new.

 

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CLIMATE AND ENERGY

WATER WORKS Trump likes to bash Newsom's water policies, vowing to give Republican-leaning Central Valley farmers more water than ever if he's reelected. But his plan isn’t all that different from Newsom’s. Read yesterday’s California Climate about how Newsom is going to keep pissing environmentalists off on water, no matter who wins the election.

Top Talkers

GIVE, BABY, GIVE — A Pennsylvania judge on Monday refused to block Elon Musk’s million-dollar giveaways to swing state voters, POLITICO’s Josh Gerstein reports . A Pennsylvania district attorney alleged Musk’s program, which he started last month to boost voter turnout in key presidential battlegrounds, amounted to an illegal lottery.

BOTH SIDES-ING IT — With the presidential race in a dead heat headed into Election Day, POLITICO’s Steven Shepard outlined what a Kamala Harris win and a Donald Trump win could look like once the final results are in. We won’t spoil everything, but Shepard suspects the economy, Latino voters and turnout among women could make or break the election.

AROUND THE STATE

— State officials don’t expect PG&E power shutoffs triggered by potentially dangerous winds to disrupt voting, even if some polling stations temporarily lose electricity. (Los Angeles Times)

— Oakland recorded zero homicides in October as the city votes today on whether to recall embattled Mayor Sheng Thao.

— A new report shows which companies gave the most money to California’s state legislative candidates. (CalMatters)

PLAYBOOKERS

BIRTHDAYS — POLITICO’s Camille von Kaenel (favorite cake flavor: chocolate raspberry) … Adam Robak, senior campaign strategist J&Z Strategies … Nick Anas , chief of staff for OC Supervisor Katrina Foley … Ismael Contreras in the governor’s office …

WANT A SHOUT-OUT FEATURED? — Send us a birthday, career move or another special occasion to include in POLITICO’s California Playbook. You can now submit a shout-out using this Google form .

CALIFORNIA POLICY IS ALWAYS CHANGING: Know your next move. From Sacramento to Silicon Valley, POLITICO California Pro provides policy professionals with the in-depth reporting and tools they need to get ahead of policy trends and political developments shaping the Golden State. To learn more about the exclusive insight and analysis this subscriber-only service offers, click here.

Want to make an impact? POLITICO California has a variety of solutions available for partners looking to reach and activate the most influential people in the Golden State. Have a petition you want signed? A cause you’re promoting? Seeking to increase brand awareness amongst this key audience? Share your message with our influential readers to foster engagement and drive action. Contact Rebecca Haase to find out how: rhaase@politico.com.

 

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