Anna the Sports Writer
Monday, August 5, 2024
Anna's 2025 Pro Football Hall of Fame Picks
Sunday, April 23, 2023
NFL Draft 2023 Preview
Wednesday, April 19, 2023
Receiver 10-year Peaks
Saturday, December 24, 2022
Baseball is Broken, Please Fix
The owners are mad at Steve Cohen.
Why? This is why.
That is a chart of free agent spending by team in this offseason (as of this writing -- i.e., post Correa signing but pre whatever ends up happening with his injury status). You'll notice that the New York Mets, Cohen's team, are pretty far out front of everyone else. In fact, they've spent 1.4x the next-highest team (the Yankees, who, among other things, signed MVP and home-run-record-with-an-asterisk-holder Aaron Judge, which is why no one's mad at them) and over 2x as much as #3.Why'd he do it? And why are they mad? And the third, more interesting question, what is the financial structure of the MLB, how does it compare to other major sports leagues, and how could (should, must) it be better?
Let's explore these questions. Are you excited? Because I am.
Why Did Cohen Do That Thing?
Because he could.
See, the MLB doesn't have a salary cap; i.e., there's no hard limit to team spending. It has a luxury tax, which it calls the "Competitive Balance Tax," because God knows we don't have enough things already that are abbreviated CBT. Essentially what the CBT (ugh) does is charge owners who exceed it a tax that they have to pay the league, which is distributed out to the owners. The more you exceed the tax, and the more regularly you do so, the more the league punishes you financially (here are the details, if you care). The fourth tier of the CBT, set at $290 million, is nicknamed the "Steve Cohen tax," because it was specifically instated to stop Steve Cohen from doing the thing where he pays his players way more than everyone else.
It obviously did not work.
Why not? Well, here is a (slightly inaccurate and over-simplified) chart of MLB team owner net worths:
Essentially, by billionaire standards, Cohen is rich and everyone else is poor.
But he's not JUST rich. He's also one of the few MLB owners (possibly one of one) who actually wants to spend as much money as he needs to to make his team a contender.
Last year's Mets won 101 games (tied for third in baseball). They've since signed Carlos Correa ($315m), Brandon Nimmo ($162m), Edwin Diaz ($102m), Justin Verlander ($86.6m), Kodai Senga ($75m), Jose Quintana ($26m), Omar Narvaez ($15m), Adam Ottavino ($14.5m), David Robertson ($10m), and Danny Mendick ($1m). The Mets are going all in, and Cohen has the money to pay these contracts, the luxury tax, and more without breaking a sweat.
In short, what we're seeing here is the first time in quite a while that an owner is trying to buy a championship.
How Do We Feel About Cohen Doing That?
This might initially seem like a strange reaction to the sentence "an owner is trying to buy a championship," but my feelings about Cohen's campaign are overwhelmingly positive. Owners should be trying to buy championships. That is the POINT of owners. They spend money to hire good personnel and sign good players and they try to build competitive teams. Cohen is simply the only owner in baseball who's playing the money game the way it's meant to be played, optimizing his decisions within the financial context of the MLB (be assured, even if he's running at a loss year-over-year, the growth of the Mets brand and valuation will far outpace it), and the other owners are mad about it. They're so mad that they're threatening to punish Cohen through colluding, presumably to deny him trades and access to their personnel. (I'm linking to an image of a reddit post there because I will never pay money to read mediocre sports journalism and I won't ask you to either.)
So Why Are The Owners So Mad?
This is where we take a brief intermission to describe the financial structures of a couple American professional sports leagues, in order to explain why the MLB is so fucked up and why the other owners are so mad at Cohen. Please bear with me. I promise this stuff is really interesting if you're autistic.
Okay, so the NFL is the best sports league. Why? Aside from being the best sport, it has a hard salary cap, which comes with a hard (ish) salary floor, and the two figures are close. Here are some numbers: The current NFL salary cap is $208,200,000, and the salary floor is complicated but averages about 90% of the cap, which would place it at $187,380,000. (The actual details are a little more complicated than that, but it gives you an idea.) What this means is that NFL spending is extremely high-parity, and teams are thus incentivized to spend their money as well as they possibly can -- that is, every team will spend around $208 million, give or take, and they will compete to sign the best players at the best prices, manage their money the most efficiently, and win the most games (in the short- or long-term; i.e., teams may tank in order to increase future performance, but no team in football is deliberately minimizing payroll to maximize profit for ownership). They will try to compete because, expenditures being (roughly) equal, team performance is the best way to increase revenue (not to mention keep your job, if you're a GM, a player, or a coach).
How does this compare to baseball? Well, here is a graph of NFL team total cap (essentially payroll, with some extra complexities).
And here is a (slightly out-of-date) graph of MLB team payrolls.
You see the problem? The Baltimore Orioles spent just under $45 million on payroll this past year. The LA Dodgers, on the other hand, spent over $270 million, meaning they paid out over 6x the salary to their players. For comparison, the highest-spending NFL team is paying their players about 1.25x the lowest-spending team, and both teams are outliers; the second-highest-spending NFL team is paying only 1.1x as much as the second-lowest spending team.
Why does this huge payroll disparity exist in the MLB and nowhere else? The extraordinarily naive answer is revenue disparity: there are big-market teams and small-market teams, and small markets like Miami (6.1 million metro population) just can't hope to compete with big markets like San Diego (3.2 million metro population).
We don't have accurate revenue information from MLB teams, because if they ever released it their fans would eviscerate them. But reputable sources, as well as pseudo-reputable guys I've never heard of, all tend to imply that every MLB team (with the possible exception of Cohen's Mets) is running at a profit, and generally a profit in the nine figures. Consensus among knowledgeable fans is that every team could probably pay out at least $150 million a year in payroll, and probably closer to $200 million. TV deals alone are said to bring teams $100 million a year before any tickets are sold (not to mention concessions, merch, video game licensing fees, etc., etc.). There is no reason that any team should be paying their players less than $100-$150 million, and the fact that they are points to nothing other than sheer greed.
You see, every dollar an owner doesn't have to pay a player is a dollar he gets to take home as profit. If the Baltimore Orioles (payroll of $45m last year) took home, at a conservative estimate, $150 million in revenue, their owner made about $100m in profits, give or take. Although given that the Orioles seem to charge about $30 a ticket and sold about 17k tickets per game, coming to about $41 million from tickets alone, as well as potentially nine figures in revenue sharing before we even get into TV revenue, it's possible that the number is substantially higher.
This is the real reason why the owners are mad at Cohen, and why you get the thinly-veiled threat to collude to punish him for breaking the $300 million barrier. When you stand to pocket hundreds of millions in profit by paying a bare-bones team $40-50 million a year and a guy like Cohen shows just how much money there is to be spent in baseball, that makes you look bad. It makes your fans mad that you aren't spending money. It makes them not want to go to your games, buy tickets, buy concessions, and buy jerseys. It makes them call for your head on social media. You want your fans to make defenses for you, to say that you can't possibly afford that kind of spending. But when teams like the Mets, and, to a lesser extent, relatively small-market teams like the Padres are at/near the top of the league in spending, your arguments fall flat.
Every owner in baseball could furnish a payroll of $150-200m, minimum. And as a fan of one of those teams that spent $0 in free agency this year (sigh), I'm very much on board with the angry fans, who are using Cohen as an example of how an owner SHOULD be.
Here's the problem. Yes, Cohen's spending makes virtually every other owner look like a greedy miser (and rightly so). But there is still no financial incentive for them to change. Remember the CBT? That money gets distributed back to the owners, meaning those "poverty" franchises paying virtually the minimum possible amounts to their players are actually making more money as a result of Cohen's spending, which means more profits to line the owners' pockets. And in the absence of a major push by either fans (logistically and socially impossible) or players (financially improbable), nothing is likely to change anytime soon. The most likely change would be measures against Cohen severe enough that he sells the Mets or stops spending like this, and the owners get to go back to comfortably making huge profits by underspending on players.
What Should Happen?
But suppose that wasn't the case. What if, somehow, we ended up being able to change the financial formula that is tearing the MLB apart, and has led to a staggering lack of parity in the league? What would we want that to look like?
My first suggestion, obviously, is a salary cap with a high floor. Peg it to league revenue (jack up revenue sharing if you have to; otherwise peg it to team revenue, but with some intense third-party evaluation to stop teams from cooking the books), and force teams to spend within a relatively narrow window. The average payroll in 2022 was $150 million, which is probably between 50% and 60% of average revenue, so let's call it 55% and peg that to year-to-year revenue. Then set a cap at +5% and a floor at -5%, which would come out to a $157.5m cap and a $142.5m floor. We could even be nice to the owners and go +/- 10%, which would give us a $165m cap and a $135m floor, although I suspect, given the culture of MLB owners, we'd see a lot of teams come in right at that floor. For any amount below the floor, do what the NFL does and redistribute the money to the players, plus maybe a punitive hit to revenue sharing (a kind of inverted CBT, if you will).
You'd have to apply it over a number of years or grandfather in big contracts, but it would certainly work. Total money paid out to players would be about the same, and owners would still make about as much revenue and profit as they ever did. The only difference is that now it would be distributed evenly among owners and teams, and the level of parity in the league would drastically rise.
The other element to consider is a max contract, which the NFL doesn't have but the NBA does. (The MLB, to its credit, doesn't either.) The effect of this is that, in the NBA, superstar players get offered virtually identical contracts by every team, and choose based entirely on caprice; where are my friends playing, where do I want to live, where would I get the most control over front office choices. This has two consequences: First, money gets spread around more widely to non-max-contract players (because the NBA, like any sane league, has a salary cap... although a complicated one). And second, it means the NBA has virtually no parity, since winning titles is largely about convincing the right combination of max-contract players to play for you instead of your opponents. Max contracts are an interesting financial phenomenon, but they're terrible for parity. (A max contract length, on the other hand, might reduce financial trickery around paying a player a relatively low average value over a relatively large number of years... but that's a different discussion. The NFL doesn't have to do this because careers aren't that long.)
So that's the formula. A salary cap pegged to revenue with a commensurately high salary floor, and no max contract. It's what the NFL does, and the NFL is generally considered the highest-parity major pro sports league. This cap is pegged to revenue, and specifically about the percentage of revenue which is already paid to players, which the owners' suggested salary floor in the last CBA negotiations didn't do. It's also narrow, forcing teams to spend about the same amounts, which increases parity, decreases the number of owners trying to maximize profit through underpaying, and solves the problem of a few teams trying to spend as much as possible and a few trying to spend as little as possible. It resolves the Cohen situation neatly, keeps the revenue split equal, and keeps player salaries from diminishing. The only costs to owners are less profits for the cheapest owners, and less competitive advantage to the most willing to spend.
It would also simply make a better product. With a hard salary cap and floor, the competitive edge is far more strongly determined by factors like scouting and drafting, player development, offering smart contracts (a $300 million contract becomes a hell of a lot less palatable when it eats up a fifth of your cap for the next decade), dumping bad contracts, and making good trades. These are all already factors in the game, but they're often offset (one way or the other) by owner willingness to spend. A salary cap would essentially remove that from the equation and increase the importance of strategic management decisions and good coaching, which are the things that should determine baseball games.
It's probably not going to happen, because there's no real financial incentive to either side to push for it (and a big chunk of owners -- the highest and lowest spenders -- would strongly oppose it), but it COULD, and it should. The only better thing would be if there were no owners at all.
Then again, Real Madrid is fan-owned, and its president literally chaired the abortive (and elitist) European Super League, so obviously fan ownership is not a perfect solution either. I don't know. Maybe just end capitalism?
Tuesday, October 25, 2022
We Need to Talk about Pete Carroll
I have a confession to make.
You'd never know it, but prior to this season I was on occasion critical of Pete Carroll as a coach, a manager of the Seattle Seahawks' franchise, and a strategist. I thought his conservative decisions cost us games, I thought his offensive philosophy was outdated (by about 40 years), and I thought the drafting decisions made by him and GM John Schneider were outright atrocious. I may have occasionally gone so far as to call for his head. But as the Seahawks' new starting quarterback, Comeback Player of the Year lock (is there a Comeback Player of the Career?), and sleeper MVP candidate Eugene Cyril Smith III might say, Pete ain't call me back.
Carroll's Seahawks currently sit at 4-3, alone atop the NFC West, featuring a shockingly good offense led by former perennial backup Smith and preseason second-string running back Kenneth Walker III, both operating behind an unprecedently-good (in Carrollian terms) offensive line which is starting rookies at both tackle spots. Because oh, did I mention, the Seahawks also just had their best draft (arguably their only good draft) since 2012?
Aside from starting tackles Charles Cross and Abraham Lucas, the Seahawks also selected Boye Mafe (who I have no idea how he's playing), Walker, cornerbacks Coby Bryant (who's playing quite well) and Tariq Woolen (who's playing like one of the best CBs in football), and three other players. They also hold two first-round picks and two seconds in next year's draft, two of which (along with the Cross and Mafe picks) were among the spoils from the Seahawks' trade of Russell Wilson to the Denver Broncos.
The Denver Broncos now sit at 2-5 and are currently 6th in the NFL's draft order for next year. Meaning the Seahawks, who are currently in pole position to win the NFC West and earn a playoff berth, also hold a potential top-10 (hell, potential top-5) draft pick in next year's NFL draft. And all because they made the shocking, horrifying, atrocious, brilliant decision to trade 10-year veteran Russell Wilson to the Denver Broncos.
Let's talk about it.
We Need to Talk About Russell Wilson...
Why was I so critical of Carroll for the last (checks calendar) six years?
Carroll came to the Seahawks in 2010 and led the team to two consecutive 7-9 seasons. In the first, the Seahawks won an unlikely NFC West title and upset the defending Super Bowl champ New Orleans Saints 35-24 in a game that featured one of the greatest running plays in NFL history and a crowd so hype that it registered on a seismograph as an earthquake, in what was possibly the second-biggest playoff upset that I have seen in my 18 years of watching this sport.
(Sidenote, I notice that people who weren't there tend to act as though this game wasn't the upset that it was. At that point in my life I followed football religiously and even read the sports sections of actual physical newspapers, and I remember what the coverage of that game was like. People were acting as though the Seahawks were guaranteed to lose -- remember, this was a Saints team that was 11-5, that had just gone 13-3 the year before and convincingly won a Super Bowl against PEYTON MANNING'S Colts, playing against a 7-9 Seahawks team that some people argued shouldn't have even made the playoffs. Indeed, the 7-9 Seahawks took a playoff spot from two 10-6 teams, the Giants and the Buccaneers. It was only the Seahawks' resounding victory over the Saints that put to bed arguments that a 7-9 team shouldn't have had home-field advantage over an 11-5 team. Well, that and a basic understanding of the NFL's divisional structure.)
Anyway. In 2011 the Seahawks had another 7-9 season that was better but that also didn't earn a playoff berth. But in those early years the Seahawks were drafting well. I'm not going to remake Rain City Redemption, but suffice it to say that in the three drafts from 2010-12, the Seahawks drafted 19 major contributors, including franchise QB Russell Wilson, a couple decent offensive contributors (and a bunch of worse ones) including Golden Tate and Russell Okung, and the entire core of the Seahawks' legendary secondary (and defense), the Legion of Boom. In 2010 the Seahawks drafted free safety and future Hall of Famer Earl Thomas, CB Walter Thurmond, and key strong safety Kam Chancellor. In 2011 they added linebacker K.J. Wright, and CB Byron Maxwell, and future HoF CB Richard Sherman, one of the finest cornerbacks of his generation. And in 2012 they added DE Bruce Irvin, future HoF MLB Bobby Wagner, and CB Jeremy Lane, among others. These players formed the core of a team that would make two Super Bowls and win one in the following three years.
Those years were magical. My first season watching football was the year the Seahawks made and lost the Super Bowl in 2005, a tragedy (fixed by the refs) that still provides the basis for my lifelong hatred of Pittsburgh sports. But 2012 was still the most magical year I'd ever seen. Wilson won the starting job in preseason and the Seahawks scored a series of unforgettable moments, from a wildly controversial but correctly called touchdown catch against the Packers in week three (and yes, I've been linking people that article for 11 years now) to a tone-setting victory against the Patriots in week 6 to a record-breaking 58-0 win over the Arizona Cardinals in week 14.
In 2013 the Seahawks won 13 games en route to a 43-8 victory over the Broncos in the Super Bowl (as well as a number of incredible wins along the way, none greater than their NFC Championship victory over the San Francisco 49ers, but I really don't want this to be a full retrospective of Seattle sports... Again, I'm really not trying to follow Rain City Redemption). In 2014, they made the Super Bowl again (once more winning a legendary NFC Championship, this time against the Packers), but lost it on their final play of the game.
I'm not here to complain about that. I actually have very few complaints from that stretch of seasons. 2012 to 2014 (and arguably a little ways beyond) were a golden age for Seahawks football. But little by little, the cracks started to show. Draft classes started to bring in less and less talent (I have a paragraph about why that is in my first calling-for-Carroll's-head blog post), the Seahawks' incompetent offensive lines were starting to drag, and the offense was getting less and less consistent, and all the while the defense was steadily drained of talent.
Players got injured, players retired, schism after schism erupted between former stars and Carroll... Carroll's conservative playcalling lost us games, lost us seasons. Wilson seemed to be the lone bright spot on a team that dragged out the same tired playbook year after year, and combined it with the same offensive lines who couldn't pass-block to save their lives.
This post is primarily a mea culpa, but I will not shy to come to my own defense here. In the Carroll era, from 2010-2021, the Seahawks' offensive lines (per Pro Football Focus) ranked 22nd, 29th, 20th, 27th, 19th, 30th, 32nd, 27th, 17th, 27th, 14th, and 25th. They only had one season with a line ranked in the top half of the NFL, and in six out of twelve years were ranked as one of the bottom six teams in the league. Year after year the team trotted out atrocious offensive lines, and at no point did they show any consistent signs of being able to solve this problem.
Some fans blamed the offensive line's struggles on Wilson, and that's... a little true. It's true that Wilson often took more time to throw than he should have, and sometimes his inability to stay in a pocket (pockets which admittedly for most of his career were nonexistent) caused him to take sacks he shouldn't have. But it's not as though his time-in-pocket numbers were vastly worse than anyone else's. In 2016, the year the Seahawks' line ranked dead last among all teams, Wilson averaged 2.3 seconds to throw, coming in tied with Tom Brady and faster than Philip Rivers, Matt Ryan, Dak Prescott, Kirk Cousins, Andrew Luck, Aaron Rodgers, and Geno Smith himself. (Indeed, Geno this year is averaging 2.5 seconds to throw, a pretty typical number tied with Patrick Mahomes and Wilson himself, among others.)
In other words, all indicators at the time seemed to suggest that Wilson, far from being the problem, was a victim of a consistently terrible offensive line (blame for which was split between Carroll and Schneider, as the Seahawks' upper management, and Tom Cable, the Seahawks' offensive line coach through 2017), a bad offensive scheme, and the diminution of the talent around him.
So when the Seahawks traded Wilson, understandably a sizeable chunk of the fanbase, myself included, were irate.
The Wilson Trade... Or, Oops
The Denver Broncos receive:
- QB Russell Wilson
- 2022 fourth-round pick
- QB Drew Lock
- DT Shelby Harris
- TE Noah Fant
- 2022 first-round pick
- 2022 second-round pick
- 2022 fifth-round pick
- 2023 first-round pick
- 2023 second-round pick
It was a good haul, certainly. Not what the Seahawks could have gotten for Wilson a couple years earlier, but good. (Reportedly, Schneider was interested in drafting Patrick Mahomes, and nearly traded for a first overall pick he would've used to draft Josh Allen... which is a little heartbreaking in retrospect. Allegedly, Carroll vetoed the trade.)
Those 2022 picks turned into starting LT Charles Cross, one of Boye Mafe and the Seahawks's new superstar running back Kenneth Walker III, and a couple late-round selections via another trade. The Seahawks also still hold Denver's 2023 first- and second-round picks, currently projected to be 6th in each round.
But, of course, the trade also left Seattle with a big hole at the starting QB position, and Denver with their presumed QB of the future... The Broncos immediately signed Wilson to a massive five-year, $245 million contract extension that's set to keep him in Denver through his age-40 season. So, uh...
We Need to Talk About Russell Wilson Again
Russell Wilson is having a bad year.
Sorry, let me rephrase. Russell Wilson is having the worst year of his career.
Wilson ranks 25th in the NFL in passer rating (out of 34 qualified quarterbacks), 18th in ANY/A, 30th in completion percentage, 31st in touchdown percentage, and his team is 2-4 with him at QB. Admittedly he's also suffering from a few nagging injuries, but still. He's also on pace to get sacked the most times in his career (with 20 sacks through 6 games, and presuming he starts next week, he's on pace to finish with 53 sacks, two ahead of his career high).
Wilson also seems to have lost the locker room and the fans. His "catchy" new catchphrase "Broncos country, let's ride" didn't just fail to catch on, but indeed spawned an entire generation of memes, and some of the videos that have come from his time in Denver are honestly just depressing.
Now, my second confession of the post (I GUESS) is that I still like Russell Wilson. He's cringe and dumb and he forced his way out of Seattle but I've liked the guy for 10 years and I can't just stop now. I hope he gets his act together and puts together a couple good years in Denver (after the Hawks cash in a top-five pick in '23), and maybe he can even lose a few Super Bowls to the Genohawks. But I can't deny that there is a little bit of satisfaction to watching this trade get better and better for my team and worse and worse for his, week by week...
GENOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO
Let's talk about Geno Smith.
Geno(ooooooooo) was drafted 39th overall out of West Virginia in 2013 by the New York Jets. Smith started his rookie year but finished with a passer rating of 66.5, atrocious even in 2013, and meekly followed the Jets' then-good defense to a comparatively decent 8-8 record. The following year his rating rose to a still-abysmal 77.5 but the team went 3-10 in games he started. He lost his job to Ryan Fitzpatrick and spent the next few years backing up Fitzpatrick, Bryce Petty, Eli Manning, Philip Rivers, and Russell Wilson, which (apart from Petty) is actually a pretty impressive list.
As of the 2022 preseason, expectations for Geno were basically nonexistent. He hadn't started more than 3 games in a season since 2014, and he was competing for a spot with Drew Lock, a guy who'd been terrible starting for Denver in 2020 but still somehow seemed a more plausible option. Lock was a relative unknown (to the extent a guy who's started 21 games can ever really be unknown), but Geno seemed to be a known mediocre-to-bad starter that no team wanted to take snaps for them.
And then, uhh... this happened. Closeup on this placement. Here's another one. He just keeps doing things like this. Like, I can keep going. It's not a fluke. It's not luck. Geno is good now. These are not easy throws he's making to wide-open receivers; these are perfect throws he's making to heavily-covered receivers. These are DIMES. This is Geno at his most Geno. This is the MVPeno. This is the GenOAT.
This Geno Smith has his Seahawks (and make no mistake, they are his) in first place atop the NFC West through seven weeks, but his individual performance is more impressive still. He sits atop the NFL (yea, the NFL entire) in completion percentage, with a 73.5% mark which is on pace to finish as the third-best of all time, just behind Drew Brees and Drew Brees, respectively.
Were that not enough (it weren't!), he's also sitting pretty at 3rd in the league in passer rating, behind Patrick Mahomes and Josh Allen (yes, the two guys Schneider had his eyes on). His ANY/A (a stat I've thrown around a few times but which basically means "yards per attempt but better") is fifth in the league, behind those guys, Tua Tagovailoa, and Jalen "Truth" Hurts. In TD% he's 8th, in interception % 7th, in Y/A 5th. By all accounts, and by any metric, Geno is somewhere between the best and 8th best passer in the NFL. All this from a 32-year-old who hasn't been a full-time starter in 8 years.
Is his renaissance unprecedented? I mean, maybe. It's not yet clear how much he's going to do. There have been some genuinely out-of-nowhere QBs over the years. Steve Young didn't become, well, Steve Young, until his 7th year in the league, when he was 30. Following that, he won two MVPs in three years and honestly should have won at least two or three more. Prior to his emergence as the heir apparent to Montana's 49ers dynasty, Young started 29 games and averaged a rating of 78.4, not too far off Geno's pre-2022 average of 75.7 in 34 starts. (Of course, passer rating's increased in general since then, but still, Geno's current rating of 107.7 eclipses all but one of Young's seasons, the legendary 1994 campaign. Relative to his peers, Geno's a little worse than Young was in most of his starting years, but like... it's Steve Young. He's the best passing quarterback of all time.)
(Don't believe me? Okay, quick aside. Pro-Football-Reference's "Advanced Passing" stats measure player performance in a variety of statistics (most relevantly Rate+, corresponding to passer rating) relative to the mean and standard deviation of the league when they played. A Rate+ of 140 (2.67 standard deviations above the mean) corresponds with the best passing seasons of all time: '84 Marino, '89 Montana, '04 Manning, '07 Brady, and '11 Rodgers, to name a few. All those guys broke 140 Rate+ exactly once each. (Probably.) Young did it twice, in '92 and '94. Since 1953, Steve Young remains the ONLY player to do it more than once, and holds 2 of the 12 seasons of 140 Rate+ in that span. He also led the NFL in passer rating six separate times, the all-time record, which he accomplished in only seven years. Young is the best passing quarterback of all time.)
Who else? I mean, Kurt Warner kind of comes to mind, in that he started his career very late, and didn't start a game until he was 28. But then he immediately won MVP and won the Super Bowl, so it's not a great comparison. Nick Foles (who's one of the eleven 140 Rate+ guys, by the way) is a less optimistic comparison, but he was more of a dark horse than a completely-written-off sleeper like Geno. Alex Smith had a remarkable resurgence a couple of times but he was never as good as Geno is right now (yes, even in 2017 when he led the NFL in passer rating and made the Pro Bowl). Geno's just... built different.
There are only really two questions remaining to the Seahawks.
#1: Is Geno going to keep doing this? Best guess: yes. Nothing he's doing is unsustainable, and while I've seen a few bad plays a game from him (bad looks mostly, and a few bad throws), he's consistently made pretty incredible throws every game of this season. Maybe defenses will figure him out eventually, but I wouldn't bet on it.
#2: If he does... what do they do with him? Best answer: 3 years, $45-60 million. It's worth it for a guy this good, even in his 30s, and hopefully he'll take a presumable paycut to stay with the system that's made him so successful. (And yes, the system the Seahawks have put in place for Geno has been mostly great.) Plus it gives him some financial stability while he tries to prove this wasn't a fluke. But there's always a decent chance someone will come in and offer him $30 mil or more, in which case the Seahawks are going to have to either spend an early pick on a QB or Rock with Lock.
Seahawks, Ascendant
Initially the Seahawks' defense was, uh, bad. But in the past two weeks (two impressive victories, vs the Cardinals and Chargers respectively) the defense has grown some teeth. While the Seahawks offense has been consistently great and is, by points and DVOA, the best in the NFC (Geno's sitting pretty as the #4 QB, by the way), their defense has only just pulled to a little below league-average overall on the season (they're 18th overall if you don't want to count past the stupid paywall). Per ProFootballFocus (another paywall), the Seahawks' defense went from, uh, grades in the 40s-50s (presumably bad) at the beginning of the season to grades of 64.5, 73.2 and 80.2 (the latter two of which are DEFINITELY good) in the last three games. And per FootballOutsiders, the Seahawks went from the 31st-rated defense through the first five weeks to the #1 defense in the last two. Which is a good sign.
As I've said, I believe that this offense with a league-average defense is a playoff team, and here we are, in line for a 3-seed. If the defense keeps improving (as it looks like they might), the Seahawks might even be a legitimate contender to win the Super Bowl, or at least a relatively weak NFC. And for a year that almost everyone expected to be a major rebuild for the Seahawks (cough, cough. Cough. Cough. Cough), a strong shot at a playoff berth and a decent chance for all kinds of awards (OROY? DROY? CBPOY? EOY? COY? MVP??? SBMVP?????? HOF?????????????) has to be a pretty good result.
And did I mention that we own a potential top-5 overall pick in next year's draft?
It remains to be seen whether Pete Carroll and John Schneider's Seahawks are really as good as they look. The same goes for the defense, the rookie running back ironically named Walker (who, along with injured Seahawks RB Rashaad Penny, is tied for 2nd in the NFL in yards per carry for a running back with a stunning 6.1 -- possibly a function of an improving line, although last year Penny put up an even more eye-watering 6.3 YPC, leading the league), and yes, even Geno Smith. If they keep drafting like they have been, and keep cultivating talent at this rate, the Seahawks will probably never lose another game. But even if not, with any luck, at least we won't see the kind of regression of the last 10 years that led us to last offseason's crisis.
And if there was any question remaining as to whether trading Russell Wilson was a good decision... there probably isn't anymore.
That makes me a little sad, because Wilson was a truly great quarterback for a lot of years there, and now his career has become a joke. But it also makes me sad because for the first time in a decade-plus as a sportswriter, I was wrong about something.
Saturday, August 6, 2022
How Should We Understand Basketball?
Basketball is a hard sport to make sense of. It lacks the statistical rigor of baseball, but some of its fans attempt to understand it through the lens of statistics that seem like sabermetrics nonetheless. These fans are trying to bootstrap a Bill Jamesian statistical revolution in basketball despite lacking the deep understanding of the game that enabled James and co. to determine which metrics actually reflected what was happening on the field. So-called "advanced statistics" in basketball -- spoiler alert -- often do not.
Other fans view basketball through the "eye test," in which their opinion is formed through what they are able to see and pick up from watching actual games. This is, of course, the default approach to any sport, and the way nearly everyone watched nearly every sport right up until Billy Beane and Michael Lewis changed sports forever with the Moneyball A's and the accompanying book (and yes, the book itself was a huge part of the sabermetric revolution).
Of course, now that we are in an era in which sabermetrics have somehow become relatively mainstream (if still poorly understood -- a shock, for an increasingly complex statistical model of a sport fewer and fewer people watch), most serious fans of any sport tend to understand that the eye test, if still a reasonable way to enjoy the sport, is not always the best way to understand it.
The majority of fans -- of any sport, I suspect, but especially of basketball -- tend to draw their opinions from the opinions of those around them. More broadly, we probably all do this with our opinions of everything; in terms of Bayesian inference, we form priors based on our past experiences, which we update based on how well they predict our observations of the world around us. If everyone we know says Some Fact about basketball, we tend to assume that that fact has a reasonably high probability of being true until and unless we see contradicting evidence. And for basketball fans, contradicting evidence is complicated to define and very hard to recognize when you see it.
In this article, I will discuss each of these methods of attempting to understand basketball and explain why none of them, as far as I can tell, is a good way to understand basketball... and why that makes it so painful to engage in the sphere of basketball discourse.
Part I: Basketball "Sabermetrics"... Or Why John Hollinger Is Not Bill James
What Is Sabermetrics?
Bill James is a statistician who, in the 1970s, started explaining to anyone who would listen that the way we understood, thought about, and talked about baseball was entirely wrong.
For decades, no one really listened. There was a small circle of baseball/statistics nerds who paid attention, and gradually that grew into a somewhat larger, but still profoundly marginalized, society of nerds. But there still remained a distinct separation between these people, who thought they understood baseball better than anyone else (and did!), and the actual people responsible for playing baseball, coaching baseball, evaluating baseball players, and signing, drafting, trading, cutting, promoting, demoting, and paying baseball players. The Jamesians had no influence whatsoever on the sport they felt they might be able to revolutionize.
That changed with the advent of the Moneyball Oakland A's, and their success under GM Billy Beane. Beane and the rest of the Athletics' front office used a sabermetrically-informed approach to identify players who were systematically undervalued by every other front office in baseball, and as a result were able to perform astonishingly well despite having one of the lowest payrolls in baseball, a sport where payroll has historically strongly correlated with wins (and still does).
Despite strong resistance to this innovation by virtually every front office in baseball (for more information on this you really should read the book, or at least watch the movie), eventually sabermetrics became a necessary component of winning at baseball (especially after the "Moneyball" Red Sox, who combined sabermetric analysis with the second-highest payroll in baseball and won four titles in fifteen years), and now every team in the league has a sabermetric analytics department.
I could wax eloquent on precisely what it was that Bill James noticed about baseball that so dramatically changed the game, but Michael Lewis already did and I'm not following that act. Instead, simply realize just how ripe every other sport now was for a statistical revolution...
Who Is John Hollinger?
John Hollinger is a sportswriter and "analyst" who maneuvered his way into an honest-to-goodness high-up front office gig at an actual NBA team by inventing a fake statistical metric that didn't do anything and convincing an entire generation of basketball fans that it was the single best way to compare performance that had ever been invented.
His "metric" is called PER, or Player Efficiency Rating, and its formula looks like this:
If you're thinking that that looks like an obvious attempt to obfuscate what's really going into this formula, you'd be correct. If you're thinking that it looks like a very legitimate-seeming metric and that it probably measures something meaningful, you should keep reading.
Here is a simple fact about statistics. You can add up, multiply, divide, and subtract all kinds of numbers, and formulate arbitrarily complex arithmetic expressions that technically measure something. Some of these metrics might measure something profound and meaningful, for instance baseball's wRC+, possibly the best offensive metric in the game, and one which, while not simplistic, is far simpler to define than Hollinger's Monster. Others of these metrics might have no real meaning at all, or might be far inferior.
How exactly are we supposed to determine which metrics are good, and which are bad? It's simple: We determine what we want to measure -- usually, how predictive a metric is of future performance -- and then we test how well that metric predicts the future.
In Ben Morris's stunning and legendary-among-sports-stats-nerds article The Case for Dennis Rodman, he devotes an entire section to explaining why PER is a terrible stat that effectively measures nothing and does so badly. In his conclusion, Morris writes:
If you're not interested in digging into the evidence for why PER is a terrible stat, just take my word for it. It's a bad metric invented whole-cloth by someone who doesn't understand what makes basketball players good and is substituting artificial rigor for good statistical analysis... and with the exception of Morris and people like him, it went (and goes) largely unquestioned by the majority of basketball fans. For a full decade you'd see NBA fan types with sabermetric pretentions throw around PER like it was the be-all, end-all of the basketball debate. (It's recently fallen somewhat out of vogue, as far as I can tell, although its replacements -- as I will explain shortly -- are hardly better.)
This is an inauspicious start to our journey into basketball "advanced statistics." It gets slightly better from here -- but only slightly.
The Three Point Revolution
There has, in fact, been a revolution in basketball akin to the rise of sabermetrics in baseball. I'm talking, of course, about the rise of the 3-point shot.
Here is a chart (that I handmade for you in Excel because I love you) of 3-point shots attempted per game, season by season from the shot's introduction in the NBA in 1979 to the present day:
(If you're wondering what the odd spike from 1994-97 is, it's when they temporarily shortened the line from 23'9 at the top of the arc to 22' all the way around.)
What you're seeing is a gradual revolution, a change in the tides of professional basketball that grew out of a single profound revelation: that 3-point shots are worth more than 2-point shots.
Here's the math on that: The general baseline for a very good two-point attempt is one that goes in 50% of the time. This varies by where the shot is taken -- for a midrange shot, 50% would be insanely high; for an open dunk, 50% would be atrocious. But in general 50% is the number to shoot for -- and indeed, teams tend to shoot at just around that number from inside the arc, depending on the season. (2pt% has gone up over time for reasons that I'll get to shortly.)
A 50% shot from 2-point range has an expected value of .5*2 = 1 point per shot attempt. Easy math. Here's the thing: in order to get the same expected value from a 3-point attempt, you only need to make the shot 33% of the time! (.33*3 = 1, of course.) When the 3-point line was initially introduced, you had very small numbers of attempts and fairly low percentages -- league-wide 3pt% didn't cross the 33% barrier until 1989-90, and it fell just below 33% for the last time the following season. Yet as you see above, the 3-point revolution had barely even begun in 1990, and it really exploded in the 2010s and 2020s, over which span 3pt attempts per game doubled.
This revolution has utterly changed the game. The focus of the league has become efficient scoring focusing on opening up 3-point shooters and making easy layups or dunks in the paint. This is why 2pt% has gone up, by the way; they haven't gotten better at 2's, their shot selection has gotten pickier. No one (well, almost no one) takes contested midrange jumpers anymore, because the data say that the best shots are 3-pointers and layups.
Last season, the NBA at large made 35.4% of its 3-point attempts and 53.3% of its 2-pointers. That yields an expected value of 1.066 points per attempt for a two and 1.062 for a three -- that looks a lot like equilibrium.
(A chart, just for fun, of this equilibrium -- notice how 3-point points per attempt starts low, with the low percentages of the early '80s, but then passes 2pt points per attempt in 1991-92, and only now has 2pt% caught up.)
The NBA, as a whole, is finally taking enough three-pointers.
But individual players are not.
Here's a fun hypothetical: Say you are a basketball player whose contract offers a bonus for finishing the season with a 3-point% of 40% or better (commonly viewed as an elite 3pt%). Say that, in the final game of the year, you receive the ball at the top of the arc for a mildly contested three-point chance. You are currently sitting at 40.01% exactly, and if you miss this shot, you're out $500,000. You figure you have a slightly below-average chance of making the shot, say a 38% chance. To your right is a teammate, a substantially worse shooter with a worse look who could make his shot about 30% of the time. You can take this shot, and risk your percentage dropping, or you can pass the ball, reducing your team's expected value from this possession in order to maximize the financial benefit to yourself. What do you do?
This is obviously a contrived scenario, but the rise of efficiency as the Statistical King of basketball has a genuine impact on how players make decisions. There were 25 players in basketball last season with a 3pt% of 40% or higher, led by Luke Kennard, with 6.0 3PA per game and a 44.9% make rate. Surely Luke Kennard could have taken another couple 3-pointers every game without too big a hit to his percentages. Remember, the league-average points per attempt is around 1.06, so any three he jacks up with a greater than 35.4% chance of going in is good for his team. (Kind of. The more accurate way to phrase it is: any shot he takes that has a higher expected value than the shot his team would settle for if he DIDN'T take it is good for his team... but that's well beyond what publicly-available analytics can do; maybe some NBA front office has those numbers but I sure don't.)
But it's not necessarily good for Luke (whom I'm not trying to pick on). And basketball players, now more than ever, prioritize their own self-interest above their teams'. Especially now that everyone on social media thinks they understand Advanced Basketball Sabermetric Analytics because they use True Shooting Percentage (a metric which favors exactly two kinds of players -- high FT% guards and big men who take all their shots within 3 feet of the basket -- to the exclusion of all others) instead of field goal and three point percentage. If you're an NBA player, you're not just trying to take the best shot available, you're trying to take the shot that will work out the best for yourself. You're trying to take shots that let you raise volume stats without compromising efficiency.
This is obviously a much more nuanced topic than the PER example, and one that I may yet expand on in future posts. But please notice the pattern: no one (including me) has actually done the analysis to determine whether true shooting percentage is a good metric. People just accept that it's the best way to determine efficiency (it's not), and that efficiency is the most important thing a player can strive for (it isn't), and draw conclusions based on those assumptions. There is no real rigor in basketball analysis. Even I don't have it in me to do a multiple regression to figure out what TS% actually measures, largely because I can't figure out what dataset I should do it on. (When I figure this out I might write another post specifically focusing on why NBA fans and analysts are wrong about shooting.)
This is the point: the 3pt revolution in basketball has already taken place, and has presumably reached an equilibrium -- that is to say, barring a change in the overall skill level of the league, we shouldn't expect to see that many more threes taken per game from here on out. But this revolution took decades to arrive, despite the math being obvious for over 30 years, and fans still misunderstand the right way to evaluate the decisions made by shooters. The NBA as a whole has largely optimized for the highest-value shots (this is why the points-per-attempt chart has met in the middle), but basketball analytics still celebrate players who shoot 45% from three, rather than acknowledging that such a high 3pt% means they should almost certainly be shooting far more. An exorbitantly high 3-point percentage, more than anything, thus becomes a measure of selfishness, prioritizing one's own statistics and contract above what's good for one's team.
Within the context of this article, the takeaway here is that even when basketball arrives at a correct decision (from a strategic perspective, if not an entertainment one), it does so slowly, over decades, and without truly understanding the constituent elements involved. I'd honestly be surprised if most NBA teams even realize we've hit a point-per-attempt equilibrium -- I'd bet that next year we'll see more three point attempts than we saw this year, even though statistically we probably shouldn't. (Actually, we should, but those three point attempts should come from high-percentage three-point shooters, which would come with a global increase in 3pt points per attempt, which we haven't seen in about 20 years... but I digress.) And fans, more than anyone, fail to understand what is good for basketball players to do, why it's good, and how to tell the difference between a "good metric" and a "bad metric." In basketball, that distinction doesn't even exist.
Part II: The Eye Test
What Is the Eye Test?
The Eye Test means watching a sport with your eyes (your deeply, deeply, deeply flawed human eyes) and drawing conclusions about that sport by relating what you see with your deep understanding of the sport that you have from your years of playing, coaching, scouting, and managing it professionally--
Oh, you don't have years of playing, coaching, scouting and managing the sport? Well, me neither. Hopefully that won't be a problem.
What Is the Eye Test Good For?
There are a handful of people in this world who are so smart, so knowledgeable about their sport, and so uniquely gifted at not succumbing to cognitive biases, that they can actually use direct observation of athletes to determine how they will perform in the future.
For instance, there's a football scout named Scot McCloughan who successfully scouted a ridiculous list of talent for the franchises lucky enough to sign him. (I talk about this here, in the paragraph starting "Here's a quick list of players you might find interesting.") I'll extend this to Patriots coach Bill Belichick as well -- anyone who can maintain a level of team dominance over 20 years is doing something right, scouting-wise.
And there's Jerry West. As I wrote about here (and in far more detail here), West has contributed to 30 Finals appearances and 14 championships for the teams he's been affiliated with (it's now actually 31 appearances and 15 championships, since the Warriors core he helped assemble from 2011-17 just won another title this year), far and away the most impressive resume in the history of basketball. West, and to a lesser extent a few other major front office figures (Red Auerbach and Gregg Popovich, primarily), are probably also uniquely gifted at recognizing and recruiting elite talent.
You could likely extend this to the elite college football coaches, whose job is largely recruitment-based (Nick Saban, the greatest college football coach of all time, had an NFL coaching record of 15-17, or .469). Then again, it's at least as likely that all college football coaches are working from more or less the same information and Saban just happens to have made by far the best recruitment infrastructure. That's a different skill entirely.
Besides them, there are probably a couple other figures in sports who are genuinely elite at using the eye test to recognize talent. Those are just the only ones I've noticed in my 18 years of watching pro sports semi-obsessively (have you seen my blog??).
What Is the Eye Test NOT Good For?
Everything else.
A dirty little secret of professional sports management is that most people, even at the very highest level, are really bad at their job. You've probably seen pro sports front offices make decisions that, even to you, look terrible, and as often as not you're right. That isn't because you're better at sports management than them, it's because almost everyone is bad at sports management. When there are exceptions, they are blindingly obvious to everyone (well, the Popoviches and the Belichicks are obvious to everyone; not as many people notice McCloughan and West) and they tend to dominate their sport for decades at a time.
Let's return, briefly, to Moneyball. There's a famous (and wonderful) scene from the movie where a group of old-school scouts are discussing the parameters they traditionally use to evaluate baseball players. There are the classics -- run, throw, field, hit, and hit with power, the famous Five Tools -- and then there are the other things. His girlfriend's ugly, but he's got an Attitude, he's good-looking, he's ready to play the part...
The scene is an exaggeration (I assume), but hardly much of one. This is the result of a century and a half of big-league scouts using the same eye-test parameters to evaluate players. This is why Moneyball was such a huge deal in baseball, and why it was so controversial.
But using statistical analysis to supplement or inform the Eye Test is hardly new. Henry Chadwick established the Box Score only one year (possibly two) after the first organized baseball association sprang up, and later devised such measures as batting average and ERA. Even in the 1850s and '60s, Chadwick and others recognized that statistics offered an objective element to baseball analytics that had been absent before. Baseball front offices took 140 years to catch up.
In basketball, things are not quite so bad. There is a general understanding that there is value in at least basic statistics and those advanced statistics that exist (although we've seen why these range from nonsensical to insufficient). But basketball fans nevertheless tend to use the Eye Test far more than e.g. baseball fans.
How Do People Use the Eye Test?
Basketball fans act as though the eye test is a major factor in how we should understand players. I'm going to get more into this in the next section, concerning how we draw opinions from those around us, but for now let me give you an example.
Very often, you will see basketball fans say something like "the statistics don't tell the whole story." You have to have SEEN a player do such and such a thing, seen the ease with which he controlled the court and manipulated the defense, seen the raw power and athleticism and speed and so forth. You cannot, they say, possibly get the full measure by reading a list of statistics; you must have seen the player play or you can't understand just how good they actually were.
This is how the eye test ruins sports discourse. Now, there is truth in the idea that you can't get the full measure of things from statistics; that is certainly the case, and not even the most sabermetrically-informed front office would ever attempt to scout players without ever seeing them in person. (For a quick example of why not: some pitchers have a tendency to tip their pitches, which minor league batters might not notice but major league batters will notice, take advantage of, and use to annihilate the poor pitcher. This is something that a pro scout should notice by watching the player with their trained, professional eyes, but that wouldn't necessarily show up in the statistics until opposing teams caught wind of it.)
But there are problems looming in any claim that you simply can't understand why a player was so good without having seen them. The assumption here is that by actually watching them, you'll notice things that the player did that contributed to their team's success that don't show up in the statistics. There are two issues with this assumption. The first is that if they're doing something that makes their team win, it should show up in the statistics! There should be some statistic, somewhere, that illustrates the thing the player did that was so valuable to his team. Otherwise there's no way to tell that they did anything at all. But I will admit that, basketball statistics being as limited as they are, only a relatively narrow range of all potential player impact is covered by available metrics. (E.g., as far as I know there are simply no really good individual defensive metrics in basketball. None.)
The second, far worse issue is that by watching a player with your eyes, you are far more likely to be impressed by things that have nothing to do with winning than you are to pick up secret contributions that the statistics miss. Say you watch Michael Jordan juke a defender, bowl over another, and rise above the 7-foot center for a HUGE dunk. Wow! The athleticism! Amazing! And now suppose you watch the 6'1 point guard Derek Fisher dribble off a screen and get an easy layup. Okay, whatever. But both of those plays are worth two points. Both constitute identical contributions to the team's winning efforts. Jordan's dunk is no more valuable to his team's success than Fisher's layup, but there's no doubt it will have a far greater effect on your opinion of those players. The Eye Test actually makes you worse at evaluating players, because it leads you to overvalue things that don't actually matter at the expense of the things that do.
Part III: Common Knowledge
The Genesis of Bad Takes
Now we have come to the Dark Place. This is the underbelly of sports "analysis." This is where almost every bad basketball opinion is germinated, gestates, and comes to fruition. In the past two sections I have illustrated (exhaustively...) why statistics and the eye test are insufficient ways to understand basketball, although one is clearly a better try than the other. In this section, we will finally come to the heart of the beast. Because, my friends, no one actually draws conclusions about players from watching them or from reading statistics. All basketball fans draw their opinions of the game from the same source. The Dark Hivemind of Basketball Bad Takes.
This is the anatomy of a bad take:
1. A basketball fan hears a claim, from a friend, a fan, or a professional "analyst".
2. They hear that claim again and again and again from other people of the same level of credibility.
3. They come to believe the claim.
4. The claim is challenged.
5. Either they dismiss the challenge entirely, or...
6. They draw "evidence" from statistics, from the eye test, or from the ethereal void, which they use to argue against the challenge.
7. Thus reassured, they rest... and in their minds they reinforce the claim as true.
8. They continue to repeat the claim, thus becoming part of the miasmatic Bad Take vortex that infected them with the claim in the first place.
This is not me being elitist about sports understanding. This is simply how human cognition works. And the only way around it is to become aware of it and actively work to recognize and compensate for these biases.
Needless to say, sports fans rarely do so. And sports media and analysts all tend to operate within the same set of assumptions about basketball, which leads to certain claims never being meaningfully challenged. Consequently, basketball has developed an intense dogma, in which certain claims are taken for granted among virtually all fans, and are not just unchallenged, but are impossible to challenge.
Take for instance Michael Jordan. The consensus among NBA fans, players, analysts, and just about everyone else on the planet is that Jordan is the GOAT, the Greatest basketball player Of All Time. I am not here to dispute that (or at least, not today...); I make no claim either way about its truth value. My question is this: why do people consider Jordan to be the GOAT?
There are many arguments, every single one of them falling into step #6 of our list up there; that is, all the arguments for why Jordan is the GOAT come from people trying to justify their pre-existing belief through evidence. These claims -- his MVPs, his DPOY, his scoring titles, his rings, his perfect Finals record, his Finals MVPs, his competitiveness, his athleticism, his sociopathic and violent leadership style, etc. -- are mostly reasonable, but they aren't part of any coherent methodology for evaluating players. They're post hoc rationalizations people come up with to justify why they believe the thing they already believe.
So why do most people believe that Jordan is the GOAT? Well, one possible answer is that those arguments are simply right. That if you figure out what the contributing factors of a GOAT ought to be and combine them in a methodical fashion, that Jordan would come out on top of the list. But, spoiler alert, this isn't why. (I once wrote a very tongue-in-cheek article attempting to reverse engineer a set of parameters that actually would produce the top 10 list that most NBA fans tend to adhere to; needless to say, the resultant metric is borderline incoherent.)
But there is a better explanation for why Jordan is the consensus GOAT, and it has very little to do with basketball.
Jordan was the flashy, athletic, charismatic, wildly popular, high-scoring face of a league experiencing the first real international boom of its existence. If Magic and Bird saved the NBA in the '80s, Jordan turned it into a commercial juggernaut. His brand basically invented modern sneaker culture and turned Nike from a niche corporation to the iconic sportswear company it is today. This is also why Jordan, despite making less money in his career than such luminaries as Jalen Rose and Mike Bibby, and finishing at just over a fifth of LeBron James's record career earnings, was the first billionaire NBA athlete.
So let's return one last time to that model of how bad takes come about. Where, exactly, does the claim that Jordan is the GOAT come from? Quite simply, it comes from the PR wet dream that was Jordan in the '90s, and the NBA's incessant pushing of Jordan as the face of the league and the sport worldwide.
But let's move beyond Jordan. What else -- and who else -- spawned the NBA's shockingly unassailable dogma?
Bill F*cking Simmons
In 2009, Bill Simmons wrote a book called The Book of Basketball. In it, he provides a stunningly thorough retrospective on the entire history of the league, from its inception to the arrival of LeBron James and co. in the latter half of the '00s. Please note that the word I used there was "retrospective" and not, say, "critical analysis."
Bill Simmons is a fan. He got famous as a sportswriter because he wrote from the perspective of a fan; namely, a hardcore Boston sports fan. Celtics, Patriots, Red Sox, and presumably Bruins. This bias is omnipresent in his writing; awhile back, as part of a series of articles I haven't actually finished, I analyzed Simmons's choices for an all-time "Wine Cellar Team" and explained some of the ways in which the baises I've identified in this article play into his thought processes.
But the level of basketball discourse is such that NBA fans do not apply a critical analysis to Simmons's admittedly impressive grasp of NBA history and dynamics before they internalize his opinions as fact. Rather, (imagine me tapping the model from the last part), they hear his opinions and uncritically accept them as Gospel Truth about the NBA. Or, more likely, considering we're a decade or so on from Simmons's heyday, they probably hear other NBA fans restating Simmons's opinions and internalize those.
Make no mistake, Simmons's grubby little fingerprints are omnipresent throughout about half of all NBA bad takes. Among the ideas that Simmons's biased fan-brain have concocted and spread like a virus through basketball discourse are:
1. A virtually uncontested top-ten all-time list of players. The big difference is that Simmons, despite his bias, includes Kobe at #8 (later #9) in his top-ten list, while most modern NBA fans, apparently far more addled by bias than Simmons himself, drop Kobe from the list.
2. A myth that Wilt Chamberlain was a selfish basketball player who cost his team championships, in contrast to Bill Russell, who won championships through unselfishness. This, of course, fails to recognize that Russell played with, no exaggeration, TWELVE Hall-of-Fame teammates.
3. Some weird unfounded grudge against Kareem Abdul-Jabbar, which is probably part of the reason that no one makes much of an argument that he was better than Jordan even though he's one of the few players with an obvious case.
4. A general bias for Celtics players and against Lakers players that likely contributes to the utter loathing of Lakers players and fans in NBA spaces.
And likely many more. But I don't want this to turn into an evisceration of Simmons personally. I think he's wrong about a few things, but he's right about a bunch of others, and he's one of the more thoughtful and knowledgeable analysts in basketball.
So let's talk about...
OTHER Analysts in Basketball
So football analysis is pretty mediocre, largely because football is an immensely complex game that is far more difficult to parse into discrete roles and responsibilities than other sports. The only people who understand football on a deep level are high-level players and coaches. Occasionally you'll see guys like that in commentary roles, and it's amazing (go watch some of Bill Belichick's more thoughtful press conferences to see what actual football understanding looks like). And there are a few places that attempt to do (generally pretty good) higher-level analyses of football performance, such as Pro Football Focus and FootballOutsiders.
Baseball analysis is on another level. The rise and popularization of sabermetrics have led baseball to become the best-understood sport around, and analysis is commensurately high-quality. You can get great analysis in all kinds of places: statistical analyses, strategic breakdowns, genuinely good retrospectives. It's not universal, but it's far better than the other sports we're discussing here.
Basketball analysis... Well. There exist sources that attempt to break it down play-by-play, and some of them are even kind of good. (Many more are not, and most people, of course, lack the understanding to distinguish between them.) There are a few people out there trying to come up with far more rigorous statistical analyses of basketball, and I've seen a couple pretty charts that try to break down e.g. player shooting ability from various points on the field, with defenders in various locations... Perhaps these analyses will one day answer the question I raised way back in the 3pt% part of this article, about the expected value of an attempted shot versus a pass.
Indeed, there does seem to be some awareness, on the margins of basketball analytics, of the right questions to ask. This article, for instance, attempts a preliminary shot-selection metric with a few major flaws (e.g. lack of incorporation of defense relative to player position, a major factor in shot outcome). And this article posits a simplified mathematical model of shot selection. If these kinds of people aren't finding the answers, they are at least beginning to ask the right questions.
Mainstream basketball analysis, however, is a nightmare. I virtually don't watch basketball anymore, in part because I find the modern state of the sport generally unpleasant to watch, but also because NBA analysts are among the worst in any sport. This incompetence seeps down into the mainstream and colors basketball discourse in a way that simply doesn't happen in other sports.
There's a question I'm wondering about but can't think of a convincing answer: Why, exactly, is basketball so dogmatic? I've blamed a lot of people and things for this, but in truth every sport has its bad analysts, its mediocre stats, and its old-school eye-test adherents. But it's at an extreme in basketball, and I've never understood why. I tend to assume it's something to do with the way basketball discourse is structured and performed, but I honestly don't have a clear answer.
There is one more thing I want to cover, and then, perhaps, we can be done.
Conclusion: On Having Been There
I didn't watch Michael Jordan play. Or Magic Johnson, Wilt Chamberlain, Bill Russell, Larry Bird, or even Shaquille O'Neal in his prime. I've seen games here and there (more from Magic and Bird, fewer from Russell and Wilt), but I didn't start seriously watching basketball until 2008, which gives me 15 years of intermittent experience with the sport, but also means I've missed the first 80% of the NBA's history.
Here is a reason why people listen to Bill Simmons. All else aside, he's been watching basketball since the '70s and has a deep well of knowledge about the sport. He saw the Havlicek Celtics of the '70s and the Magic-Bird duals in the '80s. He watched the NBA grow from a niche league on the verge of collapse to the third-biggest sport in the United States and a worldwide draw. Simmons has a well of basketball knowledge and experience that few can rival, and he is uniquely good at expressing those memories, ideas, and vibes in a way that's genuinely fun and entertaining to read. (Do not let my incessant criticism fool you; I've read a huge amount of Simmons's writing and as a fan-oriented sportswriter I think he's pretty much unrivaled... Or at least he was, back when he actually did sportswriting.)
Of course from an analytic perspective this only has value if you think the Eye Test is a particularly important part of player analysis, which I don't. But there's a certain romanticism to it, a certain authority, and even a respect that the Old Heads of basketball merit.
There is a common argument in any context, but especially in sports and doubly so in basketball, that goes like this: If you weren't there, if you didn't see it, you can't possibly understand what it was like. No mix of stats and highlights and even going back and watching games can approach the feelings of having seen people play who were unlike anyone before or since. Beyond his commercial and PR appeal, the reason Michael Jordan was so special to so many fans was because of the way he made them feel. Everything else -- the awards, the stats, the achievements -- are all secondary. Nothing measures up to having watched him play and having felt that magic in the air.
Of course, I didn't watch him play. But then, neither did 40%+ of NBA fans, and a much higher percentage of such fans that engage in Basketball Discourse. (I did math for these numbers but the sources I used are here and here.) About 60% of NBA fans never saw Magic play, and well over 90% never saw Wilt. The eye test discourse is gatekept by the relentless march of the decades.
But the notion that it should be, that we should leave the task of basketball analysis only to the boomers and xoomers, is absurd. Yet it is with the tools I have mentioned, and those alone, that we strive to understand basketball. And it is through the limitations of those tools that we experience the profound frustration of failing to do so.