One vote, two votes; red shift, blue shift
Back in 2020, we anticipated that some states would see especially pronounced "red shifts" and "blue shifts" in their vote tallies as returns came in through the night. Here in 2024, we can expect at least some of the same, although the picture will differ in some respects.
That is, some batches of votes that are more heavily Republican-leaning may be reported at similar times, and then batches of more Democratic-leaning votes. This has to do with the tendency for Republicans to prefer voting in-person on Election Day, while Democrats are far more likely to vote by mail; the timeline for when states and their counties process ballots of different types can lead to major gains for each party as they're added to the statewide tallies.
Now, the good news is that we aren't holding the 2024 election in the midst of a global pandemic, and many states have adjusted their electoral rules in recent years to better handle the greater preference for voters to use mail ballots to cast their votes. For instance, Georgia counties must now report their early in-person and mail-in votes within an hour of polls closing, which may lead a large majority of the state's votes to come in pretty quickly and reduce the chances of dramatic partisan shifts as Election Day votes are tallied. Meanwhile, Michigan is allowing localities to pre-process mail ballots ahead of Election Day such that the state will quickly have counts for those types of votes to add in with Election Day votes, again potentially diminishing red or blue shifts. Plus, evidence from early and mail voting suggests we may not see as large a partisan split in preference for voting method, further reducing potential partisan shifts in the election night count.
That being said, some states like Pennsylvania and Wisconsin have not dramatically altered their rules for processing mail ballots, which could mean we once again see some shifts in those places based on the types of ballots that have been tallied. So we still have to be careful to monitor not just where freshly-tallied votes are coming from, but also how they were cast.