By Marc Novicoff & Jonathan Chait
Thursday, January 22, 2026
Gavin Newsom is currently in the lead for the Democratic
presidential nomination in 2028. Newsom’s early
advantage is especially impressive for the way that it puts him well ahead
of candidates with better name recognition, including Kamala Harris and Pete
Buttigieg. Every other Democrat who hasn’t already run for president is stuck
polling in the single digits.
A key source of Newsom’s appeal is the belief that he’s electable.
It’s easy to see why the party’s voters have such a favorable view of his
political skills. The California governor has combined an ideological
flexibility—lately embracing both the “abundance
agenda” and dialogues with conservatives—with a relentless mockery of
President Trump. His new persona as a fighting moderate, a Democrat in tune
with the country’s shifting desires and ruthless toward the man at the top,
deftly speaks to the needs of a party desperate to regain the White House.
But Newsom has a problem: He has been a California
politician for decades, and has held the state’s governorship since 2019.
During his tenure, the state has been a laboratory for some of the Democratic
Party’s most politically fraught policies and instincts, which has left it less
affordable and more culturally radical than it used to be. His record not only
raises pressing questions about how effectively he could govern as president;
it also provides opponents an endless buffet of vulnerabilities across social
and economic issues.
Indeed, many of Newsom’s positions read as if they were
reverse-engineered from Republican attack ads. California has spent billions of
dollars offering Medicaid to undocumented immigrants, and millions more on
providing transgender surgeries for prisoners, some of them on death row. But
because these policies either command majority support among Democratic voters
or matter enormously to progressive interest groups, Newsom could very well
make it through a primary despite a record that would repulse swing voters come
November 2028. Just about everything people don’t like about the Democratic
Party has come true in Newsom’s California.
***
Democrats have turned affordability into their most
effective cudgel against the Trump administration. Should he run for president,
Newsom’s record in California would seriously compromise this message.
The state’s long-standing aversion to new construction
has made housing notoriously expensive. Its median
home price is nearly $1 million, and building multifamily housing costs
more than twice as much in California as it does in Texas, and 50 percent more
than it does in Colorado. This is one reason that California is among
only seven states to have lost residents since 2020.
The state’s high home prices have also driven a surge in
homelessness, which has risen by more than 20
percent since Newsom took office. In the absence of shelters and other
arrangements, California has allowed public spaces to host homeless
encampments. The ubiquity of the state’s homelessness has become one of its
most distinctive traits—a haunting tableau of its unaffordability and social
disorder. If Newsom wins the nomination, Republican attack ads will inevitably
roll the tape
of children walking home from school past unsheltered people using drugs in
public.
Newsom doesn’t deserve all of the blame. The most serious
barriers to housing predate his tenure, and California’s temperate weather
makes it easy for homeless people to gather and sleep outside, rather than
finding shelter somewhere. He has also lately endorsed policies designed to
permit more and cheaper housing, such as a bill he signed in 2021 that ended
single-family zoning in the state and legalized building up to four units on
every lot. But these changes have yet to move the needle on housing supply in
the state. In the first 10 months of 2025, Florida issued permits for three
times as many new housing units than California did for every 1,000 residents.
Any welcome, belated moves that Newsom has made to lower
costs must also be weighed against other steps he’s made to raise them. Newsom
has sought to phase out gas-powered cars, banning their sale by 2035 and their
use after 2045. This past spring, Congress stepped
in to revoke the waivers that allow California to set such rules, a move
that was backed by 35 House Democrats, which Trump signed into law in June.
Newsom responded with an executive
order doubling down on his aggressive emissions standards.
California has the
most expensive gas in the continental United States. It has the highest
state-excise tax in the country, at 61 cents a gallon; imposes a sales tax of
10 cents a gallon; and charges another 54 cents a gallon to cover the costs of
complying with the state’s environmental regulations. Newsom opposed
a repeal of the gas tax in 2018.
There are sound reasons to tax gasoline. But the politics
of it are awful. That the state has made gasoline-powered cars more expensive
without providing affordable alternatives hardly helps. A grand scheme to link
Los Angeles and San Francisco with a high-speed train has already consumed $14
billion in tax revenues and has gone nowhere. The plan now is to build a line
connecting Gilroy (80 miles from San Francisco) and Palmdale (more than 60
miles from L.A.) by 2038, at a cost of $87 billion—though both the price and
the timeline should be taken with bulldozers of salt. The costs and challenges
of building infrastructure may be a national problem, but California’s case is
the most embarrassing white elephant.
***
California’s affordability problems are dire, but
Newsom’s greatest vulnerabilities may be cultural issues. His tenure has seen
the state fall hard for faddish progressive policies on immigration, education,
and crime that either didn’t work, violated the intuitions of most Americans,
or both.
In a recent podcast
interview with Ezra Klein, Newsom acknowledged some of his political
vulnerabilities. He admitted that the state has bungled illegal immigration.
(“We failed on the border. We need to own up to that. Largest border crossing
in the Western Hemisphere, in my state.”) Unlike Texas and Arizona, which
anticipated a surge of migrants in response to the Biden administration’s
policies, and deployed state troops to fend them off, California greeted
arriving migrants with a “safe and welcoming border,” according to 2023 praise
from Newsom.
Newsom’s record on immigration will not be helped by his
move to expand Medicaid to cover those who entered the country illegally. On
Klein’s podcast, Newsom defended this on moral grounds: “I believe in universal
health care. Others may say it—I did it.” He did not talk about how the policy
may have contributed to the border surge, or acknowledge that allowing people
who break the laws to get the same benefits as those who follow them undermines
the point of laws.
Newsom also failed to mention just how unpopular the
policy is, at least outside
of California. When the Democratic polling firm Blue Rose Research asked half a million Americans to rank
their support for 190 Republican and Democratic policies, they found that
providing free health care to undocumented immigrants placed 187th, making it a
touch more popular than abolishing prisons and abolishing the police. Newsom
also declined to note that the state, at his direction, is suspending Medicaid
enrollment for new undocumented applicants this year due to budget shortfalls.
Under Newsom, California’s schools de-emphasized academic
rigor and embraced left-wing pedagogy. In 2021, he signed a bill mandating an
Ethnic Studies course about power, identity, and social justice for all
high-school students. The model curriculum, which in its first draft taught
“cisheteropatriarchy” and “hxrstory,” and likened capitalism to white supremacy
and racism as a form of power and oppression, sparked concerns and revisions.
Newsom quietly defunded
the measure in the latest budget just before it was meant to take effect
this year. He did not explain why.
During Newsom’s tenure, the state has flirted with
various misguided education reforms in the spirit of increasing equity. The
governor-appointed University of California Board of Regents committed in 2021
to ending the use of test scores in evaluating applications, in a bid to
diversify the student body—despite research suggesting that test scores are perhaps
the least biased part of a college application, compared with grades and
personal essays. Predictably,
the UC San Diego campus—one of the system’s most exclusive—has seen a 30-fold
increase in students requiring remedial math instruction since 2020. About
70 percent of those students do not meet even middle-school math standards. If
only there were a way of measuring their math abilities before accepting them
into what was once one of America’s finest public universities.
Newsom has thrown himself behind progressive stances on
affirmative action, crime, and reparations, having recently signed
a bill to create an agency that will deliver restitution to the descendants of
slaves. These positions put him in lockstep with progressive interest groups
but are well to the left of most Democrats, to say nothing of swing voters. In
2022 he signed
a law that bars police from arresting anyone for loitering with intent to
engage in prostitution, which has left corridors
in L.A. teeming with prostitutes. A tough-on-crime ballot measure—opposed
by the likes of the ACLU and other progressive groups—passed overwhelmingly in
2024, despite his opposition.
Newsom seems to have recognized that appeasing
California’s Democrats puts him out of step with the country. He began tacking
toward the center as early as 2023, when he vetoed
labor-backed measures to give unemployment benefits to striking workers and
extend workplace-safety standards to domestic workers such as nannies.
Following Joe Biden’s political collapse and Trump’s
victory, Newsom has more plainly been playing to a wider audience. He recently
announced that he was working behind the scenes to stop a union-proposed wealth
tax on billionaires. He has expressed his discomfort with policies allowing
trans girls and women to compete in women’s sports—something that California
currently and controversially allows—and he launched a podcast in early 2025,
on which he swiftly hosted Charlie Kirk and Steve Bannon. He signed a measure
in September increasing oil drilling in the state and has spent much of the
past year crudely trolling the president online, signaling a breakup with the
hall-monitor elements of the left.
Newsom has capably sensed what Democrats want right now,
and is delivering it with a roguish charisma. The trouble is that before this
awkwardly recent pivot, the governor spent years trying to satisfy every
Democratic whim in a state where there was little incentive to appeal to
anybody who would even consider voting for Trump.
In political terms, 2028 is ages away. Any Democratic
nominee could very well face a Republican candidate so discredited by Trump’s
governing failures that their own vulnerabilities pale by comparison. But
Newsom’s own missteps are considerable enough that, in a close race, they might
well prove decisive.
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