Just spoke to a Democrat consultant friend on the ground in a swing state who told me I could repeat some of what we discussed. Here's what I can tell you; take it with a grain of salt if you like but I think he's being straight with me.
Nobody really thinks Kamala is going to win at this point. Canvassing is going poorly almost everywhere, with few exceptions. The party is getting their high-follower influencer accounts to push out motivational stories just to keep morale up and get them over the finish line with some dignity, but it's not great. The Iowa poll was good to give a shot of adrenaline to volunteers, but nobody important believes those numbers are real.
Of all the swing states, they're hoping Michigan comes through and possibly a late-night miracle in PA, but nobody is counting on either of them. They don't think Trump is actually going to flip VA or NH, but the fact that they've even entered the conversation is indicative of how bad things could potentially turn out.
The early vote counts are just beyond what they expected to see for Republican turnout, and has Dem strategists rethinking whether it was a good idea to make such a big push to broaden early voting in the first place. Republican low-propensity voters are activated in a way nobody really expected and the polls didn't capture it. Yes it's possible those early Republicans broke Democrat in an unprecedented way, but very unlikely.
The campaign has switched entirely to 'woman vs. man' messaging, as liberal white women are the only reliable voter bloc they can even identify at this point.
Priority now is saving some downballot races and flipping the house so the night isn't a total embarrassment for Democrats.
Like I said, take this all with a grain of salt as this is secondhand information, but this is what I was told, and I think it tracks with other things we know.
https://x.com/VickieforNYC/status/1853511569851982213