<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:googleplay="http://www.google.com/schemas/play-podcasts/1.0"><channel><title><![CDATA[Winning on the Margins: Friday Field Notes]]></title><description><![CDATA[What shipped, what changed, and what it means for GOP turnout work.

]]></description><link>https://margins.catoconsultinggroup.com/s/friday-field-notes</link><image><url>https://substackcdn.com/image/fetch/$s_!ntm0!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe32b8404-4428-44f4-a0f5-74e317c95038_1024x1024.png</url><title>Winning on the Margins: Friday Field Notes</title><link>https://margins.catoconsultinggroup.com/s/friday-field-notes</link></image><generator>Substack</generator><lastBuildDate>Thu, 30 Jul 2026 08:18:41 GMT</lastBuildDate><atom:link href="https://margins.catoconsultinggroup.com/feed" rel="self" type="application/rss+xml"/><copyright><![CDATA[Ben Davis]]></copyright><language><![CDATA[en]]></language><webMaster><![CDATA[bendaviswinning@substack.com]]></webMaster><itunes:owner><itunes:email><![CDATA[bendaviswinning@substack.com]]></itunes:email><itunes:name><![CDATA[Benjamin Davis]]></itunes:name></itunes:owner><itunes:author><![CDATA[Benjamin Davis]]></itunes:author><googleplay:owner><![CDATA[bendaviswinning@substack.com]]></googleplay:owner><googleplay:email><![CDATA[bendaviswinning@substack.com]]></googleplay:email><googleplay:author><![CDATA[Benjamin Davis]]></googleplay:author><itunes:block><![CDATA[Yes]]></itunes:block><item><title><![CDATA[Winning on the Margins — Field Notes]]></title><description><![CDATA[This week the AI story moved to the place mail-ballot operators actually live: the signature, the cure window, and the universe you trust.]]></description><link>https://margins.catoconsultinggroup.com/p/winning-on-the-margins-field-notes</link><guid isPermaLink="false">https://margins.catoconsultinggroup.com/p/winning-on-the-margins-field-notes</guid><dc:creator><![CDATA[Benjamin Davis]]></dc:creator><pubDate>Sat, 27 Jun 2026 16:25:37 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!ntm0!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe32b8404-4428-44f4-a0f5-74e317c95038_1024x1024.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p><strong><span>This week the AI story moved to the place mail-ballot operators actually live: the signature, the cure window, and the universe you trust. Four notes from inside the work.</span></strong></p><div class="captioned-image-container"><figure><a class="image-link image2" target="_blank" href="https://substackcdn.com/image/fetch/$s_!leX1!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9124fc05-0bc4-460f-ba1d-91ac36958aab_1600x170.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!leX1!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9124fc05-0bc4-460f-ba1d-91ac36958aab_1600x170.png 424w, https://substackcdn.com/image/fetch/$s_!leX1!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9124fc05-0bc4-460f-ba1d-91ac36958aab_1600x170.png 848w, https://substackcdn.com/image/fetch/$s_!leX1!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9124fc05-0bc4-460f-ba1d-91ac36958aab_1600x170.png 1272w, https://substackcdn.com/image/fetch/$s_!leX1!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9124fc05-0bc4-460f-ba1d-91ac36958aab_1600x170.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!leX1!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9124fc05-0bc4-460f-ba1d-91ac36958aab_1600x170.png" width="1456" height="155" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/9124fc05-0bc4-460f-ba1d-91ac36958aab_1600x170.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:155,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:7649,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://margins.catoconsultinggroup.com/i/203853873?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9124fc05-0bc4-460f-ba1d-91ac36958aab_1600x170.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!leX1!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9124fc05-0bc4-460f-ba1d-91ac36958aab_1600x170.png 424w, https://substackcdn.com/image/fetch/$s_!leX1!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9124fc05-0bc4-460f-ba1d-91ac36958aab_1600x170.png 848w, https://substackcdn.com/image/fetch/$s_!leX1!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9124fc05-0bc4-460f-ba1d-91ac36958aab_1600x170.png 1272w, https://substackcdn.com/image/fetch/$s_!leX1!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9124fc05-0bc4-460f-ba1d-91ac36958aab_1600x170.png 1456w" sizes="100vw" fetchpriority="high"></picture><div></div></div></a></figure></div><p><strong><span>1. AI is now on both sides of the signature line.</span></strong><span> Election offices already use non-generative AI to match mail-ballot signatures; on the campaign side, attorneys are running petition challenges through tools like </span><a href="https://signafide.com/"><span>Signafide</span></a><span>, which indexes defective signatures line-by-line and </span><a href="https://azcapitoltimes.com/news/2026/03/14/automated-petition-review-a-game-changer-or-just-a-tool/"><span>cuts the review error rate from about 1.3% to 0.3% in roughly half the time</span></a><span> (</span><a href="https://www.parascript.com/solutions-by-industry/government/vote-by-mail-signature-verification/"><span>Parascript</span></a><span> sells the verification side). For a chase program the lesson is the deadline, not the algorithm: the signature is where mail ballots quietly die, and the cure window &#8212; </span><a href="https://www.ncsl.org/elections-and-campaigns/table-15-states-with-signature-cure-processes"><span>24 states run a formal cure process</span></a><span>, many with 24-hour rejection notice and a post-Election-Day clock &#8212; is the most under-worked deadline on the modern campaign calendar. Build the cure like you build the application drop: deadline-aware, named-voter, human-closed.</span></p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://margins.catoconsultinggroup.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading Winning on the Margins! Subscribe for free to receive new posts and support my work.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p><strong><span>2. The left is consolidating &#8220;agentic&#8221; voter contact &#8212; and admitting the contact isn&#8217;t landing.</span></strong><span> Higher Ground Labs&#8217; </span><a href="https://highergroundlabs.com/showcase-recap-tech-thats-reshaping-voter-contact/"><span>voter-contact showcase</span></a><span> and its </span><a href="https://highergroundlabs.com/agentic-ai-open-call/"><span>Agentic AI Open Call</span></a><span> opened with a hard admission: in 2024 they reached more voters than ever and engagement still </span><em><span>declined</span></em><span>. </span><strong><span>The takeaway for the GOP</span></strong><span>: the edge isn&#8217;t a better bot at the top of the funnel &#8212; it&#8217;s the deadline-aware chase at the bottom that an agent can remind you about but can&#8217;t close.</span></p><p><strong><span>3. &#8220;AI polls&#8221; are spreading &#8212; treat them as a hypothesis, not a return file.</span></strong><span> </span><a href="https://www.semafor.com/article/09/20/2024/ai-startup-aaru-uses-chatbots-instead-of-humans-for-political-polls"><span>Aaru</span></a><span> spins up ~5,000 synthetic voters and </span><a href="https://eu.36kr.com/en/p/3596704428556551"><span>called the 2024 NY primary within about 371 votes</span></a><span>, in minutes, at a tenth of survey cost &#8212; and skeptics warn you can simply </span><a href="https://www.newstatesman.com/politics/polling/2026/05/pollsters-dont-need-real-people-anymore"><span>spin up more bots to &#8220;fake-poll&#8221; a small race</span></a><span> into telling you what you already believe (</span><a href="https://www.natesilver.net/p/ai-polls-are-fake-polls"><span>Nate Silver&#8217;s shop is blunter still</span></a><span>). Useful to pressure-test a </span><em><span>Universe</span></em><span> hypothesis before you spend; never a substitute for the live return file your chase is actually scored against.</span></p><p><strong><span>4. Ad creative is being commoditized; the margin moves to distribution.</span></strong><span> OpenAI is rolling out tools to </span><a href="https://martech.org/the-latest-ai-powered-martech-news-and-releases/"><span>generate, modify, localize and translate ad creative</span></a><span>, and the </span><a href="https://martech.org/the-latest-ai-powered-martech-news-and-releases/"><span>IAB reports 86% of media buyers use or plan AI-generated video in 2026</span></a><span>. When everyone can make the spot in an afternoon, the spot stops being the advantage. The margin moves to </span><em><span>which</span></em><span> universe sees it &#8212; the same diagnostic discipline that decides which ballots you chase.</span></p><p><strong><span>The through-line:</span></strong><span> AI keeps getting better at the parts of the job that scale (drafting, simulating, matching) and no better at the part that wins &#8212; closing a named voter against a real deadline. </span></p><p><strong><span>That&#8217;s still human work.</span></strong></p><p></p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://margins.catoconsultinggroup.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading Winning on the Margins! Subscribe for free to receive new posts and support my work.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div>]]></content:encoded></item><item><title><![CDATA[Winning on the Margins ]]></title><description><![CDATA[Field Notes Friday, June 19, 2026]]></description><link>https://margins.catoconsultinggroup.com/p/winning-on-the-margins</link><guid isPermaLink="false">https://margins.catoconsultinggroup.com/p/winning-on-the-margins</guid><dc:creator><![CDATA[Benjamin Davis]]></dc:creator><pubDate>Fri, 19 Jun 2026 14:25:56 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!ntm0!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe32b8404-4428-44f4-a0f5-74e317c95038_1024x1024.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p></p><p><span>This week the voter file started answering in plain English, the persuasion research got uncomfortable, and the courts drew a line. Four notes from inside the work.</span></p><p><strong><span>1. The voter file now answers in plain English.</span></strong><span> IQM launched Custom Voter Audiences on June 11 &#8212; a natural-language layer over a verified voter file that lets you describe a universe (&#8221;low-propensity, GOP-leaning mail voters in these three counties&#8221;) and get an activatable segment in seconds instead of un-checking boxes in a data table (PRNewswire; AdExchanger). For us this is universe construction at the speed of conversation &#8212; but the segment is only as honest as the file and the propensity model underneath it, and &#8220;turnout propensity&#8221; described in a sentence is still a model output you validate against the live return file, not a fact.</span></p><p><strong><span>2. The chatbot persuasion numbers are real, and they cut both ways.</span></strong><span> Two peer-reviewed studies (Nature, Science) found conversational AI moved voters more than conventional ads &#8212; one pro-Harris model shifted likely Trump voters 3.9 points, roughly four times the effect of tested 2016&#8211;2020 ads (Cornell Chronicle; MIT Technology Review; Scientific American). The operator lesson isn&#8217;t to build a persuasion bot; it&#8217;s that the low-information voters in your chase universe are getting election facts from these tools, so verify what the chatbot tells them about deadlines and drop-off before it costs you a ballot.</span></p><p><strong><span>3. Agentic voter contact is consolidating into a category.</span></strong><span> Between Colloquy&#8217;s automated voice/SMS GOTV agents and the new wave of &#8220;agentic&#8221; conversational door-knocking systems being pitched for 2026, the automated-contact stack is no longer a novelty (Campaigns &amp; Elections; The AI Journal). Worth a hard look for top-of-funnel reminders &#8212; but ballot chase is deadline-aware human follow-up on cure and signature defects, and that&#8217;s exactly the work an agent can&#8217;t close.</span></p><p><strong><span>4. The courts settled on &#8220;disclose, don&#8217;t ban.&#8221;</span></strong><span> Maryland became the 30th state with an election-deepfake law (effective June 1), while the ban at the heart of California&#8217;s AB 2839 stayed permanently enjoined after </span><em><span>Kohls v. Bonta</span></em><span> &#8212; leaving disclosure-style rules standing and outright bans on shaky ground (Public Citizen; Biometric Update; Broadcast Law Blog). If you&#8217;re deploying any synthetic media this cycle, build to the disclosure deadline the way you build to the mail-ballot deadline: it&#8217;s a date on the calendar, and missing it is unforced.</span></p><p><span>The margins are where these tools either earn their keep or quietly cost you ballots. We read this stuff so your program doesn&#8217;t get surprised.</span></p><div class="captioned-image-container"><figure><a class="image-link image2" target="_blank" href="https://substackcdn.com/image/fetch/$s_!ZlJ5!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4f9b5cd4-0b59-4520-8c60-0f9eda9e8bbb_1600x170.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!ZlJ5!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4f9b5cd4-0b59-4520-8c60-0f9eda9e8bbb_1600x170.png 424w, https://substackcdn.com/image/fetch/$s_!ZlJ5!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4f9b5cd4-0b59-4520-8c60-0f9eda9e8bbb_1600x170.png 848w, https://substackcdn.com/image/fetch/$s_!ZlJ5!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4f9b5cd4-0b59-4520-8c60-0f9eda9e8bbb_1600x170.png 1272w, https://substackcdn.com/image/fetch/$s_!ZlJ5!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4f9b5cd4-0b59-4520-8c60-0f9eda9e8bbb_1600x170.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!ZlJ5!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4f9b5cd4-0b59-4520-8c60-0f9eda9e8bbb_1600x170.png" width="1456" height="155" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/4f9b5cd4-0b59-4520-8c60-0f9eda9e8bbb_1600x170.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:155,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:7649,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://margins.catoconsultinggroup.com/i/202726383?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4f9b5cd4-0b59-4520-8c60-0f9eda9e8bbb_1600x170.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!ZlJ5!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4f9b5cd4-0b59-4520-8c60-0f9eda9e8bbb_1600x170.png 424w, https://substackcdn.com/image/fetch/$s_!ZlJ5!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4f9b5cd4-0b59-4520-8c60-0f9eda9e8bbb_1600x170.png 848w, https://substackcdn.com/image/fetch/$s_!ZlJ5!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4f9b5cd4-0b59-4520-8c60-0f9eda9e8bbb_1600x170.png 1272w, https://substackcdn.com/image/fetch/$s_!ZlJ5!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4f9b5cd4-0b59-4520-8c60-0f9eda9e8bbb_1600x170.png 1456w" sizes="100vw" fetchpriority="high"></picture><div></div></div></a></figure></div><p><span>Subscribe free to </span><em><span>Winning on the Margins</span></em><span> &#8594; margins.catoconsultinggroup.com</span></p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://margins.catoconsultinggroup.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading Winning on the Margins! Subscribe for free to receive new posts and support my work.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div>]]></content:encoded></item></channel></rss>