Here's an excellent prediction and analysis:
He's now finally coming to grips with what I've been saying and posting all over the internet including this board for the last 3 years, that Pennsylvania is going to vote to the left of Michigan for the first time since 1992, and that's probably going to be the new normal. Michigan inherently has more Ohio and Indiana DNA than the other states. Michigan has a lot more room for the GOP to grow in rural and demographically favorable exurban areas outside Detroit, both within Wayne County and also Macomb, plus likely flipping the Youngstown-esque white working class union heavy I-75 belt and Muskegon, whereas the GOP is maxed out in the rural areas of PA and can only expand in the Pittsburgh exurbs, NE PA (but Scranton Joe and Scranton Bob won't lose their home county), and Erie County, while the very high population, multiracial, and highly educated white-collar Philly collar counties especially Bucks County zooming to the left more than offsets all of that.
Especially with Bob Casey on the ticket, I never believed for one minute that Biden was going to lose Pennsylvania, as much as Red Eagle Politics and others have been trying to wishcast that to happen.
I can see why LTE has Trump winning Arizona, and that might end up ultimately deciding the election. Right now I'd say very very narrow tilt blue like 2020 or 2022 governor, but Trump can flip it back. I think lean margin might be too generous to Trump. If Lake loses to Gallego, Trump loses AZ.
If Biden can win PA and Nevada and win very narrowly even by the skin of his loose teeth in Arizona and Wisconsin, he doesn't need either Georgia or Michigan nor the popular vote to win re-election.
Recall that the GOP won the popular vote in the 2022 midterms, yet the Democrats gained a Senate seat and overperformed in the House.