| | | | |  | | By Eugene Daniels, Ryan Lizza and Rachael Bade | Presented by ExxonMobil | With help from Eli Okun, Garrett Ross and Bethany Irvine
| | | |  | DRIVING THE DAY | | | FLASH POLL — CNN/SSRS: 62% of State of the Union viewers say JOE BIDEN’s policies will move the U.S. in the right direction. EXCLUSIVE: BIDEN HAS TWO BIGGEST FUNDRAISING HOURS OF CYCLE — Shortly before 11 p.m. last night, JOE BIDEN’s campaign called us to offer an exclusive: The 9 p.m. hour — when Biden was revving up his State of the Union speech — was the best fundraising hour his reelection campaign has had since its launch last April. We accepted the offer. A few minutes later, they texted us back: The 10 p.m. hour was even better — they were the two most lucrative hours online for the campaign yet this cycle.
|  As President Joe Biden delivered last night's State of the Union, Republicans in the audience by and large did not join in as Democrats applauded. | Shawn Thew/Pool via AP | DID BIDEN JUST RESET THE 2024 CAMPAIGN? — Contrast, contrast, contrast. That was nearly the whole ballgame for Biden’s SOTU address last night. From the very beginning of his 66-minute-long speech, the president knocked DONALD TRUMP, his predecessor and all-but-certain Republican opponent, without ever saying his name. He started with three issues on which he and Trump have major disagreements: (1) Ukraine and America’s role in the world, (2) the Jan. 6 insurrection and ongoing threats to democracy and (3) reproductive freedom and access. And as Biden hammered those topics, loud and fast, Republicans in the audience sat on their hands. Even the lines about defending democracy — seemingly an anodyne cause — elicited a one-sided response. House Speaker MIKE JOHNSON rolled his eyes and shook his head as Biden suggested that Trump seeks to “bury the truth” about Jan. 6. And over on Truth Social, Trump posted this: “The so-called ‘Insurrectionists’ that he talks about had no guns, they only had a Rigged Election. The only gun was that used on ASHLI BABBITT, who sadly, is no longer with us!” Over and over, Biden laid bait for Republicans. Over and over, they chomped on it — whether the topic was taxing billionaires or border security provisions in the bipartisan package the House GOP rejected. This was not the way House Republican leadership wanted things to go. “Johnson urged his raucous conference to stay well-behaved,” our colleagues Jordain Carney, Nicholas Wu and Daniella Diaz report, “But President Joe Biden didn’t even make it to the dais before his first tense run-in with a House conservative” — that being Rep. MARJORIE TAYLOR GREENE (R-Ga.), in decorum-breaking MAGA cap, who handed Biden a pin referencing slain Georgia college student LAKEN RILEY as he made his way up the aisle. The White House got the contrast it wanted. As a matter of strategy, it’s hard to imagine how the SOTU could’ve gone much better for Biden. Make no mistake: This was a reelection speech wrapped in the ceremonial pomp of a SOTU address — one calibrated to not only draw a contrast with Trump and the MAGA movement but also assuage fears about Biden’s age and mental acuity. As our colleague Jonathan Lemire wrote, Biden’s “night was spent trying to turn that age into a sign of wisdom. He noted, at one point, that he’d been born during World War II. And he began his speech by recalling how President FRANKLIN ROOSEVELT in 1941 urged an isolationist Congress to assist a world imperiled by war. He compared that moment to the nation’s current threats at home and abroad -— notably pushing the Republicans to fund Ukraine’s fight against Russia’s invasion — and repeatedly previewed what he believed was in the balance amid his looming rematch with Trump.” The flip side of the age attacks on Biden was apparent yesterday: So long as Biden didn’t come out and look like a dithering old man incapable of engaging with a topic or even finishing a sentence, he’d defy the lower-than-Death Valley expectations that had been set for him. The biggest questions: Will this change any minds? It’s a bit unknowable, but the president at least quieted the “bedwetters” last night, and, well, in the Democratic Party, that’s a big get. And he may, at least for the time being, have tamped down the incessant media reports about his age and sharpness — which would be a welcome change for Biden world as they seek to shift the campaign into a referendum on Trump instead of one centered on the man who’s actually president. WHAT LIBERALS ARE ANGRY ABOUT — Even amid generally glowing reviews for the president, there were two things Biden said (or didn’t say, as the case may be) that got under the skin of Democrats we spoke with last night. 1. He didn’t say the A-word. The word “abortion” was actually in the prepared remarks the White House sent around, but Biden skipped over it when he delivered the speech. Instead, he talked about defending reproductive access, and about IVF, and even referred to KATE COX, a SOTU guest and Texan who had to travel out of her home state to receive an abortion. As one prominent abortion rights activist texted us: “He can say ‘cease-fire’ and not ‘abortion.’ What the fuck?” 2. He used the word “illegal” as a noun to refer to the undocumented immigrant who is accused of killing Riley. The moment started with Biden grasping for the button with Riley’s name that Greene had given him as the Georgia congresswoman yelled at him from the floor to say her name (which, by the way, he mispronounced as “Lincoln”). He used the term. And it set immigration rights activists and progressive Democrats off. “He should have said ‘undocumented,’” Rep. NANCY PELOSI (D-Calif.) told CNN afterwards. Rep. JOAQUIN CASTRO (D-Texas) said it was “dangerously close to language from Donald Trump that puts a target on the backs of Latinos everywhere.” Rep. CHUY GARCIA (D-Ill.) said he was “extremely disappointed.” “It was painful. And likely off-script,” Las Americas Executive Director MARISA LIMON GARZA texted Playbook last night. “At best, it’s like when my father, a septuagenarian, makes an unintentional gaffe or foible. At worst, it’s a tired, racist trope. Either way, he needs to do better.” WHERE BIDEN GOES FROM HERE — Beginning today in Philly, Biden hits the road, kicking off an at-least-month-long tour for him, VP KAMALA HARRIS, Cabinet members and senior aides across the country to keep the message from last night in front of the American people. Among the states on the calendar over the next week: Pennsylvania, Georgia, Texas, Michigan, Florida, Ohio and Arizona. More SOTU reads … POLITICO: “Biden chooses a hammer over an olive branch” …. NYT: “A new speaker’s many faces show everything but approval” … WSJ: “Biden Draws Sharp Contrast With Trump in State of the Union” … WaPo: “Biden delivers State of the Union with fiery political tone” … NYT: “Biden strikes a contrast with Trump, offering a choice between ‘revenge’ and ‘decency’” Happy Friday. Thanks for reading Playbook. What were your SOTU takeaways? Drop us a line: Rachael Bade, Eugene Daniels, Ryan Lizza.
| | | | A message from ExxonMobil: At ExxonMobil, we’ve captured more CO2 than any other company, so we have the expertise to help some of the most carbon-intensive sectors. With more than 30 years' experience, we’re a global leader in carbon capture and storage. Now, we’re advancing projects around the world, including in Louisiana and Texas, to help us and our customers reduce emissions. Let’s deliver. | | | BRITT POP — It’s almost always a thankless task. You know that going in. But Sen. KATIE BRITT’s (R-Ala.) delivery of the GOP response to the SOTU managed to bottom out even those low expectations, at least as far as the commentariat was concerned. There was the setting: a kitchen. Ostensibly, this was done to make her relatable — talking points circulated by Britt’s team in advance of the speech suggested that allies rave about her coming off like “America’s mom,” NYT’s Jonathan Swan reported. But the surroundings flummoxed everyone from NIKKI HALEY spox OLIVIA PEREZ-CUBAS and conservative commentator ALYSSA FARAH GRIFFIN to Democratic Michigan state Sen. MALLORY McMORROW (“Truly nothing will convince moderate suburban women to vote Trump like putting the woman responding to the President in the kitchen,” she joked). There was the content of the speech itself, which was discursive and whipsawed from graphic descriptions of gang rape to folksy discussion of the high cost of living to somber reflections on America being “steeped in the blood of patriots,” without much of any transition from one emotional extreme to the other. And there was the delivery. Lines that could’ve seemed genuine felt overacted; one former Trump administration official likened the delivery to a “Hallmark” movie. “I’m afraid we might be in the [BOBBY] JINDAL Zone,” wrote election forecaster KYLE KONDIK, casting back to another famously hammy responder. “Who media-trained and coached Sen. Katie Britt?” asked former CNN host BRIAN STELTER. “Seriously, we all need to know.” CHASTEN BUTTIGIEG subtweeted the whole affair: “Acting classes aren't free, but they sure are worth it.” The good news for Sen. Britt is that she’s still very young, has a long career ahead of her, and the only people likely to remember are politically obsessed types voluntarily staying up till 11 p.m. to watch a response speech. With everyone else, there’s still plenty of time to make a positive first impression. SCENES FROM THE CHAMBER …
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Biden enters the House chamber to deliver the State of the Union address. | Jonah Elkowitz for POLITICO | |  Speaker Mike Johnson applauds. | Jonah Elkowitz for POLITICO | |  First lady Jill Biden, surrounded by her guests, waves as she arrives for in the House chamber. | Francis Chung/POLITICO | |  Rep. Marjorie Taylor Greene (R-Ga.) calls out as Biden delivers the State of the Union address. | Alex Wong/Getty Images | |  Reps. Ilhan Omar (D-Minn.) Ayanna Pressley (D-Mass.) hold up signs calling for a ceasfire in Gaza as Biden delivers the State of the Union address. | Alex Wong/Getty Images | | 
Staffers sit to watch the State of the Union at the Capitol. | Jonah Elkowitz for POLITICO | | | | | A message from ExxonMobil: The world needs ways to reduce carbon emissions. At ExxonMobil, we’re working on solutions in our own operations – like carbon capture and clean energy from hydrogen – that could also help in other industries like manufacturing, commercial transportation and power generation, too. Helping deliver heavy industry with low emissions. | | | | | WHAT'S HAPPENING TODAY | | On the Hill The Senate is in. The House is out. 3 things to watch …
- We have ourselves a rare Senate Friday: There was no deal to be made yesterday that would allow the Senate to pass the six-bill appropriations package and leave town after Biden’s speech. Instead, senators will gather for a live 10 a.m. roll call and try to hash out some combination of amendment votes that will allow for the minibus’ passage before the midnight shutdown deadline — and, just as importantly, allow them to start their precious weekends.
- After months of pressure from Sen. JOSH HAWLEY (R-Mo.), the Senate yesterday passed the bipartisan Radiation Exposure Compensation Act on a 69-30 vote. What happens from here, however, remains in doubt, Anthony Adragna reports. There’s still widespread Republican skepticism about the cost of the bill, a prior version of which scored as adding $153 billion to the deficit. Hawley says he has been working on getting Johnson to bring the bill up, but the price tag will remain a huge issue.
- A minor mystery is roiling the House: How did the names of two Jewish Democrats get added to the cosponsor list of a resolution supporting Palestinian statehood without their consent? Reps. KATHY MANNING (N.C.) and JAMIE RASKIN (Md.) removed their names from the measure this week, claiming they had been somehow shadow-added in an apparent breach of congressional protocol. Aides to Rep. AL GREEN (D-Texas), who sponsored the bill, did not respond to Jewish Insider’s questions about how the snafu occurred.
At the White House Biden will receive the President’s Daily Brief in the morning. In the afternoon, the president and first lady JILL BIDEN will travel to Philadelphia, where they will participate in a campaign event in the evening. Later, the Bidens will travel to New Castle, Delaware. Press secretary KARINE JEAN-PIERRE will gaggle aboard Air Force One en route to Philadelphia.
| | | | CALIFORNIA CLIMATE: Climate change isn’t just about the weather. It's also about how we do business and create new policies, especially in California. So, we have something cool for you: our California Climate newsletter. It's not just climate or science chat, it's your daily cheat sheet to understanding how the legislative landscape around climate change is shaking up industries across the Golden State. Cut through the jargon and get the latest developments in California as lawmakers and industry leaders adapt to the changing climate. Subscribe now. | | | | | | | PLAYBOOK READS | | MORE POLITICS
|  Former Rep. George Santos (R-N.Y.) is seen in the House chamber shortly before the State of the Union last night. | Former N.Y. Republican congressman George Santos is seen in the House chamber shortly before the State of the Union address. | THE SANTOS CLAUSE 2 — GEORGE SANTOS was on hand for Biden’s State of the Union address last night, seen chatting with some of his former colleagues. On his way into the chamber, Santos was asked whether he would consider another run for Congress some day. “I don’t put anything past my desire to run for office at this point, but right now I’m just a spectator,” he replied. Well, it didn’t take long for that desire to become evident. Shortly after Biden’s speech began, Santos announced that he is launching a campaign for New York’s 1st Congressional District, opening up a GOP vs. GOP primary against Rep. NICK LaLOTA, one of the very members who led the charge for his ouster. “I look forward to debating him on the issues and on his weak record as a Republican. The fight for our majority is imperative for the survival of the country,” Santos said in a post on X, also taking aim at Biden. Santos, of course, is still facing 23 federal fraud charges, with a trial scheduled to begin in September. “To raise the standard in Congress, and to hold a pathological liar who stole an election accountable, I led the charge to expel George Santos,” LaLota responded in a statement. “If finishing the job requires beating him in a primary, count me in.” “The LaLota seat that Santos is seeking is farther east on Long Island than the district he represented until December, when he was expelled by his colleagues. Democrats are holding a primary of their own, which includes chemist NANCY GOROFF and former CNN analyst JOHN AVLON,” our colleague Emily Ngo reports. More top reads:
- FIRST IN PLAYBOOK: The Truth and Courage PAC, which is backing Sen. TED CRUZ (R-Texas), is rolling out a six-figure digital ad buy against Rep. COLIN ALLRED, slamming the Democrat over crime and immigration — a sign that Cruz and his allies are wasting no time in spending big to define his challenger. The narrator ties Allred directly to the president, stating that he has backed “disastrous Biden policies that have led to crime after crime, victim after victim.” Watch the 30-second spot
- BRIAN JACK, a longtime Trump aide, yesterday rolled out a campaign for Georgia’s 3rd Congressional District, our colleagues Alex Isenstadt and Meridith McGraw report. “A Fayette County native, Jack, 36, will be running for the seat held by Rep. DREW FERGUSON (R-Ga.), who announced his retirement in December.”
- Rep. KATIE PORTER (D-Calif.) was excoriated by fellow Dens after she claimed her opponents tried to “rig” the contest against her, resulting in her third-place finish in the California Senate primary, Jeremy White reports. The episode “raises warnings for Democrats tempted to use rhetoric they’ve condemned as undermining public trust in the nation’s elections.”
2024 WATCH SAYING NO TO LABELS — No Labels is holding a critical meeting today, where the centrist organization is expected to make a decision on whether it will stand up a “unity ticket” to run against Biden and Trump. A host of moderate-type pols from either side of the aisle have already turned down entreaties from No Labels to join its cause. And yesterday, retiring Sen. KYRSTEN SINEMA (I-Ariz.) became the latest, telling Bloomberg’s Steven Dennis that she is “not running for president.” CONGRESS
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@Ringwiss, an influential X account, is schooling Washington on congressional procedure. | POLITICO illustration/Photos by Francis Chung/POLITICO, X.com, Kacper Surdy | GUESS WHO — There’s a mysterious account on X, dubbed @ringwiss, that is schooling Washington on congressional procedure — at a moment when the rules of Congress are being deployed to oust speakers and empower partisan factions like the House Freedom Caucus. So who’s behind the account? No one knows. In fact, it’s become something of a game in Hill circles to guess who might hold the keys. Gabe Fleisher, the maverick author of the Wake Up To Politics newsletter, investigates the identity for POLITICO Magazine: “In fact, @ringwiss has never even stepped foot in the Capitol, much less worked there. The account, which lists its location as ‘Durham,’ uses Homer Simpson’s head as a profile photo and frequently runs circles around veteran congressional experts, is run by KACPER SURDY, a 20-year-old economics student at Durham University in England. He is revealing his identity here for the first time publicly; previously, he has seemed to enjoy the Washington parlor game of trying to guess it, retweeting or engaging with those who try.” More top reads:
- 50-0: That was the vote out of the House Energy and Commerce Committee to advance a bill that would force Beijing-based ByteDance to sell TikTok or face a ban on U.S. app stores. The vote came even after TikTok sent a direly worded alert to users urging them to call Congress and stop the bill, prompting users to flood congressional offices with dozens of calls, our colleague Rebecca Kern reports.
- What about Bob? Well, New Jersey residents don’t think much of embattled Democratic Sen. BOB MENENDEZ: “Seventy-five percent of residents think Menendez is probably guilty, while just 5 percent think he’s probably not guilty, according to the Monmouth University poll of 801 New Jersey adults,” Matt Friedman writes. “Sixty-three percent said he should resign.”
| | | | A message from ExxonMobil:   | | | TRUMP CARDS
|  Several updates emerged yesterday in Donald Trump's various legal cases. | Win McNamee/Getty Images | THE TRIAL TIMELINES — There was a trio of developments in the various cases Trump faces yesterday … Cannon fodder: U.S. District Judge AILEEN CANNON will “hear arguments on two of Donald Trump’s motions to dismiss the classified documents case against him in Florida, according to a new order issued Thursday,” NBC’s Katherine Doyle and Daniel Barnes report. “At a hearing next Thursday, Trump’s legal team and prosecutors for the special counsel will have the opportunity to argue their positions on whether some or all of the charges against Trump should be thrown out because of the Presidential Records Act before the case goes to trial.” Keeping a lid on it: “Judge restricts access to jurors’ identities in Trump hush money trial,” by NBC’s Adam Reiss, Tom Winter, Lisa Rubin and Dareh Gregorian Damages due: Judge LEWIS KAPLAN brushed aside Trump’s request for “three extra days to pay damages in writer E. JEAN CARROLL’S defamation case against the former president,” NBC’s Adam Reiss, Zoë Richards and Lisa Rubin report. “The payment's scheduled due date is Monday. Trump was ordered to pay $83.3 million, and with interest the full amount will be $91.6 million.” More top reads:
- Despite misgivings about his handling of classified information, Trump is still expected to receive a briefing on national security matters once he secures the GOP nomination, John Sakellariadis and Erin Banco report. “The Biden administration intends to share intelligence with the former president no matter the outcome of his trial in Florida.”
POLICY CORNER THE BRAINARD TRUST — “Brainard Pushed to Change Biden Rate Forecast to Rosier View,” by Bloomberg’s Josh Wingrove and Kate Davidson: “The disagreement was over forecasts for 10-year Treasury yields in the budget, a linchpin estimate that is intertwined with other measures, like debt service costs.” BEYOND THE BELTWAY ALABAMA IVF FALLOUT — Two clinics in Alabama resumed in vitro fertilization procedures yesterday after Gov. KAY IVEY signed legislation protecting physicians who provide the treatment, Samantha Latson reports. The real-world impact: “How a Sudden Halt to In Vitro Fertilization Shook Alabama Couples,” by NYT’s Roni Caryn Rabin TV TONIGHT — PBS’ “Washington Week”: Eugene Daniels, Asma Khalid and Carlos Lozada. SUNDAY SO FAR … FOX “Fox News Sunday”: Sen. Katie Britt (R-Ala.). Panel: Olivia Beavers, Francesca Chambers, Mollie Hemingway and Juan Williams. Sunday special: Tim Tebow. ABC “This Week”: Rep. Nancy Mace (R-S.C.) … Kara Swisher. Panel: Donna Brazile, Sarah Isgur, Averi Harper and Susan Page. CBS “Face the Nation”: Sens. Mark Warner (D-Va.) and Marco Rubio (R-Fla.). NBC “Meet the Press”: Sen. Raphael Warnock (D-Ga.) … Sen. Lindsey Graham (R-S.C.) … Rep. Adam Schiff (D-Calif.). Panel: Eugene Daniels, Sara Fagen, Marc Morial and Kelly O’Donnell. NewsNation “The Hill Sunday”: Rep. Tony Gonzalez (R-Texas). Panel: Eliana Johnson, Sarah McCammon, David Drucker and Jeff Maurer CNN “State of the Union”: Sen. Raphael Warnock (D-Ga.). Panel: Scott Brown, Scott Jennings, Ashley Allison and Kate Bedingfield. MSNBC “The Sunday Show”: Rep. Colin Allred (D-Texas) … Marc Elias.
| | | | CONGRESS OVERDRIVE: Since day one, POLITICO has been laser-focused on Capitol Hill, serving up the juiciest Congress coverage. Now, we’re upping our game to ensure you’re up to speed and in the know on every tasty morsel and newsy nugget from inside the Capitol Dome, around the clock. Wake up, read Playbook AM, get up to speed at midday with our Playbook PM halftime report, and fuel your nightly conversations with Inside Congress in the evening. Plus, never miss a beat with buzzy, real-time updates throughout the day via our Inside Congress Live feature. Learn more and subscribe here. | | | | | | | PLAYBOOKERS | | Troy Nehls wore an ensemble that suggested a Chippendale’s dancer booked via Groupon. Donald Trump seems to have discovered Snapchat filters. Mike Johnson proved himself to be a master of the art of small talk with Kamala Harris. Jerry Nadler told Joe Biden that he put the rumors of his cognitive impairment to bed. Biden’s response: “I sometimes wish I was cognitively impaired.” Enes Freedom was a SOTU guest of Mike Johnson. Fat Joe was a SOTU guest of Nanette Barragán. Steve Nikoui, father of Marine Lance Cpl. Kareem Nikoui — one of the 13 service members killed outside the airport in Kabul during the withdrawal from Afghanistan — was escorted from the chamber after heckling Biden’s speech. Glenn Youngkin really wants the Capitals and Wizards in Virginia. Tucker Carlson is sitting for an interview with Chris Cuomo. Rupert Murdoch is engaged … again. OUT AND ABOUT — NRSC Chair Steve Daines (R-Mont.) on Wednesday hosted a D.C. fundraiser for Arizona Senate candidate Kari Lake, raising more than $330,000. SPOTTED: Sens. John Thune (R-S.D.), John Barrasso (R-Wyo.), John Cornyn (R-Texas) and Marsha Blackburn (R-Tenn.). — SPOTTED Wednesday night at Ciel Social Club for a cherry blossom-themed happy and decor unveiling: Cameron Griffith, Jade Womack Jill Nguyen, Lily Cox, Zach Webber, Crystal Carson, Tony Polcari, Rochelle Julich, Vinoda Basnayake, Lauren Toy, Daniella Diaz, Nick Wu, Katherine Tully-McManus, Hallie Angelo, Suzanne Nuyen, Jack Szeltner and Marc Barnes. Pic … Another pic TRANSITIONS — Walt Cronkite is now director of comms for the Structured Finance Association. He previously handled public relations for Latham & Watkins. … Samuel Murray is now economic policy legislative correspondent for Sen. Angus King (I-Maine). He previously was legislative analyst for Bloomberg Government. … Gregory Williams and Richard Smith are joining Sidley Austin as partners in the litigation practice group. Williams previously was head of the global disputes practice at Wiley Rein. Smith previously was a partner at Wiley Rein. WELCOME TO THE WORLD — Claudia Urrabazo Beckelman, chief of staff for Sen. Bob Menenedez (D-N.J.), and Yuri Beckelman, chief of staff for Rep. Maxwell Frost (D-Fla.), welcomed Yolanda Selma Beckelman on March 1. HAPPY BIRTHDAY: Reps. Josh Gottheimer (D-N.J.), Greg Stanton (D-Ariz.) and Jahana Hayes (D-Conn.) … NBC’s Lester Holt … Adrian Saenz … Taylor Lustig … Evan Feigenbaum … Drew Nirenberg … Grace Evangelista of Elissa Slotkin’s Senate campaign … Micah Barbour … Shanon Henry … Sarah Burke … Jeff Sonderman … Maggie Moore of the Partnership for Public Service … Tom Cellucci … AARP’s Ashley Wolos … former Rep. Alan Lowenthal (D-Calif.) … David Malpass … former Sen. George Allen (R-Va.) … Robert Wolf … POLITICO’s Emily Solomon and Andrew Holmes … Stephen Perkins of the American Conservation Coalition Did someone forward this email to you? Sign up here. Send Playbookers tips to playbook@politico.com or text us at 202-556-3307. Playbook couldn’t happen without our editor Mike DeBonis, deputy editor Zack Stanton and Playbook Daily Briefing producer Callan Tansill-Suddath. Corrections: Yesterday’s Playbook misstated the charge prosecutors have most recently declined to pursue against Christian Ziegler and and misspelled Jack Fitzpatrick's name.
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