Warriors: F Them Picks Edition

Previously, I talked about Giannis and the upcoming NBA Draft, thinking about the Warriors possibilities in both.

If I’m honest, however, if I were the Warriors, I wouldn’t go for Giannis and I wouldn’t simply make the pick.

Giannis is still great, but he is no longer the easy “trade everything and figure it out later” bet. He turns 32 this year, would handicap the Warriors in both salary cap and future assets, and likely turns the trade into some version of Butler for Giannis plus most of the remaining draft capital. That may raise the ceiling, but it also narrows every other path.

Making the pick has the opposite problem. The No. 11 pick is valuable, but the realistic good-case version of that player probably joins the rotation right away. That is useful, but it does not necessarily boost the Warriors back to contention. The Warriors do not just need another young player. They need another 16-game player: someone who can stay on the floor in a real playoff series.

Instead, I would use that pick, and potentially others, to bring in a young, good-contract player who might have a Nickeil Alexander-Walker unlock in him.

That means the ideal target is already a 16-game player, or close enough that the Warriors are not betting on a totally new player. In the right role with the Warriors, he could become a premium starter.

This would allow the Warriors to keep their core players and add more talent. They need to add more 16-game players, not just swap existing ones for better ones. Butler for Giannis is still a swap. It makes the top better, but it may not make the whole playoff rotation good enough.

The better question is where being aggressive has the best expected value.

Using No. 11 on a rookie keeps the asset cheap, but it asks an old team to wait. Even if the pick hits, the most likely timeline is Year 2 or Year 3. The Warriors need playoff minutes now.

Trading everything for Giannis is the opposite problem. Giannis is good enough, but the cost may solve one problem while creating several others: no depth, no flexibility, no future picks, and very little margin for age or injury.

That leaves a third path: use the pick(s) as currency for a player who is already closer to playoff usefulness than the average rookie, but still young enough to have another level.

This is an optionality strategy, not just a talent strategy: the Warriors are trying to add a player who can help now without closing off the next move.

If the Warriors trade one or two picks for the right young player, they can still keep most of the roster intact, retain existing talent, and give themselves time to see whether the player scales in a bigger role. If he does, they found a premium starter before the market fully priced him. If he does not, they still have a movable player, some remaining draft capital, and a path to the next deal.

That is very different from the Giannis path. With Giannis, the Warriors may get the best player in the trade, but they also lose most of their optionality. The assets are gone, the cap is tied up, and the team becomes dependent on an aging superstar staying healthy and drama-free deep into a max contract.

That is why the price matters. One pick is a bet. Two picks is an aggressive bet. Three picks is only for someone with a real chance to become a premium starter. Four picks is only for someone who already looks close to that level.

The process was:

Start with contract value. The player had to be under roughly $20 million, young enough to still improve, and ideally controlled (including restricted rights) for at least two more seasons. I removed players who are restricted free agents this summer because they are harder to acquire cleanly and likely require sending real salary back.

Look for a reason the other team might say yes. A good young player on a cheap deal is not available just because the Warriors want him. There needs to be a forcing function: apron pressure, a coming extension crunch, a position logjam, a roster reset, or a larger star-trade scenario.

Filter for playoff utility. I did not want bad-team stat producers or prospects who need three things to improve before they matter. The player needed at least one bankable playoff skill today: defense, shooting, size, decision-making, rim protection, or real secondary creation.

RankPlayerUpside rankContractWhy Their Team Says YesPrice – First Round Picks
1Anthony Black3$10.1M in 2026-27; extension eligible; 2027 RFA path. (Spotrac)Orlando is expensive after building around Banchero, Wagner, Bane, and Suggs. Black is the next extension decision, and No. 11 plus another pick asset may help them reset cost/control.2
2Zaccharie Risacher4Rookie-scale deal; $13M-ish in 2026-27 with team control after. (SI)Hawks have positional/role congestion and may consider using Risacher as a trade-up or roster-balancing piece. This is more “lost conviction” than cap pressure. (Yahoo Sports)1
3Deni Avdija1$13.1M in 2026-27, $11.9M in 2027-28; elite surplus deal.Portland only says yes if it needs pick capital for a Giannis/star package. 4
4Cason Wallace2$7.4M in 2026-27; 2027 RFA path. (Spotrac)OKC is the apron-pressure case, but picks are not naturally attractive to them because they already have too many. They say yes only if this is part of broader consolidation.3

Ask whether the role is suppressing the talent. The Nickeil Alexander-Walker lesson is not just “find a young player.” It is “find a player who already has NBA-ready skills, but whose current team context does not fully reveal them.” That is different from betting on a raw prospect to become a new player.

Price the bet. I treated this year’s No. 11 pick as the baseline price. From there, the question is how far the Warriors should be willing to go: one pick for a buy-low swing, two picks for a cleaner young playoff player, three picks for a high-confidence unlock, and four picks only for someone who already looks like a premium starter.

The final group is where the player, contract, team pressure, and Warriors asset structure could plausibly line up.

Price is my rough estimate of draft-capital cost, with 1 meaning this year’s No. 11 pick and 4 meaning an aggressive multi-pick package.

The names split into different types of bets.

Anthony Black is the cleanest Nickeil Alexander-Walker-style target. He is not a pure upside swing. He already has size, defense, passing, and enough handle to imagine a bigger role without inventing a new player. The question is whether the shot solidifies. If it does, he could move from useful playoff guard to premium starter.

Zaccharie Risacher is different. He is not a NAW-style player yet. He is more of a distressed former No. 1 overall pick. The case is that Atlanta may have lost some conviction while the original wing-size, shooting, and defense foundation still exists. That is a one-pick bet, not a multi-pick bet.

Deni Avdija is the cleanest player on the list. The issue is not whether he is a 16-game player, it’s whether Portland would ever move him. The only reason this becomes plausible is if the Blazers are trying to make a bigger star move, such as Giannis, and need to convert Deni into pick capital. Four picks is aggressive, but it is coherent because Deni is already close to premium-starter level on a bargain contract – he was an All Star this year who can be a physical, primary scorer and passer and hold his own defensively.

Cason Wallace may be the best true NAW analog after Black. He is on a loaded team, playing a compressed role, with real defense and enough offense to imagine more. The pre-draft case always suggested there might be more guard skill than his role showed. At Kentucky, he shared the ball, played in cramped spacing, and still showed passing, defensive pressure, and enough shooting to project as more than a defensive specialist. Oklahoma City probably knows exactly what it has, and picks are not naturally attractive to a team that already has too many of them.

The distinction between these names is confidence level.

Risacher is a one-pick swing because the upside is real, but the proof is not. Black is worth more because he already has a clearer 16-game foundation and a plausible role unlock. Wallace costs more because the defensive floor is already playoff-grade and the offensive upside may simply be hidden by Oklahoma City’s depth. Deni costs the most because he is not really an unlock bet anymore. He is already the kind of premium starter the Warriors would hope one of these other players becomes.

The framework: the Warriors pay more only when they are buying more certainty, chasing the highest-probability path to adding another 16-game player before the Curry window closes.

If the No. 11 pick stays a pick, the Warriors are betting on development speed. If it becomes part of a Giannis package, they are betting almost everything on one star solving the whole roster. If it becomes the centerpiece for someone like Black, Wallace, Deni, or another young 16-game player, they are making a different bet: that the draft pick is more valuable as a shortcut through the development curve.

That is the middle path I prefer. It’s still aggressive, but it does not require the Warriors to gut the roster, and it does not ask them to wait three years for the pick to matter.

An Expected Value Approach to the NBA Draft

Growing up as a Warriors fan, I would spend every offseason excited for the next new hope in the NBA Draft. I even got to attend the 1994 NBA Draft in Indianapolis, watching the Warriors pick Clifford Rozier, who was… not good. Typical Warriors of that era.

Fast forward to 2026, and the Warriors have the 11th pick. What should the Warriors do, knowing they have championship aspirations and a Social Security-aged core?

This got me thinking about EV, or expected value. The 11th pick in a deep draft suggests a meaningful player, but historically, is this actually true?

How many players in a draft are actually legitimate winning players? What are your odds of getting one? I started with a suspicion that the Warriors should trade the pick, and that the pick was more hype than value.

The Warriors question is actually a broader draft question. At what point does the expected value of a draft pick fall below the value of a player a team could acquire another way? And at what point is the pick more valuable before it becomes an actual player?

Could we look at this like a financial option, where some of the value disappears once the option is exercised?

A draft pick is like an option. Before it is used, it contains many possible outcomes. After it is used, the market starts pricing one actual player. The hope gets marked to market.

That is the draft pick hope trap.

The question of a draft pick is whether it is more valuable as a player or as an asset. If a player with one real playoff trait and a credible path to scale is available, keep the pick. If the board has collapsed into theoretical upside or replaceable depth, trade the pick while it is still hope.

Working on this framework pushed me toward one question: which prospects already have a trait that can survive playoff basketball?

I used NBA draft history to understand what teams should actually be looking for.

First, let’s answer what should your goal be as a GM in the draft?

The real goal is not drafting an NBA player

The first tier of the draft is about selecting star-level talent. After that, if you are looking to win a championship, I think it is about finding what Draymond Green calls “16-game players.

These are players who belong in a playoff rotation and can be counted on to help you win a championship through all four rounds.

If you are not one of a good team’s top eight players, you are replaceable. As I will show later, the market already has plenty of ways to find that type of player. You can sign him for the minimum. You can find him in the G League. You can take a swing on a player another team gave up on. You can use the taxpayer midlevel. You can trade for him without giving up a premium asset.

That matters because most draft picks do not become stars. Most do not even become top-eight playoff players by Year 3.

Year 3 is a useful checkpoint because teams usually know whether the player is moving toward core playoff value before the expensive decisions begin.

The draft question becomes more specific:

What are the odds that a pick becomes one of those players?

I am defining a 16-game player as someone who can plausibly be one of the top eight players in a serious playoff rotation by the end of Year 3.

That does not mean he has to be a star. It means he has to survive the playoffs. He has to defend, shoot, process, create, rebound, or protect the rim well enough that a good team does not have to hide him when weaknesses get targeted.

That gives us four tiers:

TierLabelDefinition
0Below top-8Not clearly a serious playoff top-eight rotation player by the end of Year 3
1Playoff top-8Plausible 6th to 8th man on a serious playoff team
2StarterPlausible top-five player or starter on a playoff team
3Premium starterBorderline All-Star or better, top-three-caliber player on a playoff team

Most draft analysis treats “he became a rotation player” as a win. I think that is too generous. If the player is outside the playoff top eight, the team can survive without him. It can keep him, churn him, trade him, replace him, or try the next player.

VORP is not the definition of a 16-game player. It is cumulative, regular-season based, and imperfect defensively, but I think it is useful as a rough screen.

I am using 0.5 VORP as a loose reference point. Above that level, a player is at least in the range where we should examine whether he can be a playoff rotation piece.

Does he defend at a playoff level? Does he shoot? Does he make fast decisions? Does he survive matchup targeting? Does he have one specific skill that becomes more valuable in the playoffs?

If not, he is probably replaceable.

To show this, let’s look at some examples.

Lakers, 2025-2026: 2nd Round Exit. 5 players. Incredibly top heavy.

OKC Thunder, 2025-2026: Still playing in the playoffs. 10 Players.

The first statistical pass

I used 10 years of draft history, 2013 through 2022, first round only. That gives ten draft classes and avoids relying too much on incomplete Year 3 playoff evidence from newer classes.

I prefer the last 10 years because it better reflects the YouTube scouting era, where prospects are heavily covered and true information arbitrage is harder.

The individual player classifications are hand-tiered and should be audited. You can view my tiering here on this public Google Sheet.

I used pick ranges instead of specific picks because drafts vary in quality and the sample sizes become too small.

How I classified players
I classified each first-round pick by likely playoff value by the end of Year 3, not by career peak. VORP was only a rough screen. The final question was whether a serious playoff team could plausibly trust that player as one of its top eight. A player could clear the bar through shooting, defense, rim protection, creation, processing, rebounding, or matchup versatility. These tiers are judgment-based, so the percentages should be treated as directional rather than precise.

Here is the result:

Pick rangeSampleTier 1: 16-game playerTier 2: StarterTier 3: Premium starterTier 0: ReplaceableMedian tier
11090.0%80.0%50.0%10.0%2.5
2–32085.0%55.0%35.0%15.0%2.0
4–52065.0%40.0%20.0%35.0%1.0
6–105046.0%12.0%2.0%54.0%0.0
11–144057.5%27.5%15.0%42.5%1.0
15–206038.3%11.7%1.7%61.7%0.0
21–3010036.0%10.0%3.0%64.0%0.0

How you can read this: if you had the 11th to 14th pick during the 2013 to 2022 timespan, you had a 57.5% chance of having a winning player (by the end of Year 3), a 27.5% chance of having a starter, and a 15.0% chance of having an upper-tier starter. You were more likely than not to get a 16-game player.

In general, the higher pick you have, the more success you have. This should surprise no one.

What surprised me:

The 6–10 range underperformed the 11–14 range in this first-pass sample.

That led to a hypothesis:

The 6–10 range may be where teams pay top-10 prices for theoretical upside. The 11–14 range may be where teams sometimes find players whose useful traits were discounted for the wrong reasons.

This does not mean picks 11–14 are inherently better than picks 6–10. In this sample, 11–14 produced starter outcomes more than twice as often as 6–10, which is unlikely to be a permanent truth about draft slots but may reveal something about how teams misprice different kinds of upside.

It also produced premium-starter outcomes at a much higher rate, 15.0% compared with 2.0%. Some examples are Tyrese Haliburton, Devin Booker, Donovan Mitchell, Shai Gilgeous-Alexander, Bam Adebayo, Domantas Sabonis, and Jalen Williams.

So what is going on here? And what can we learn from these failures and successes?

Please, NBA GMs: Avoid the Trap

The trap isn’t in falling for upside, it’s falling for fake upside.

Almost every lottery pick has tools. The question is whether the player already has something that works in the NBA, and whether that thing can survive in a playoff setting.

I would use three tests:

  1. Does his best trait already matter in the NBA?
  2. Does he have one bankable playoff skill plus one scalable trait?
  3. Is the upside hidden, or does it require several uncertain things to improve?

1. Do not draft the multi-improvement parlay

“Maybe everything improves” is not a draft strategy.

The mistake is not betting on improvement. The mistake is betting on three improvements before the player has one usable NBA strength.

RangePlayerWhat was known pre-draftWhat had to improveWhy it fits
6–10Stanley Johnson, pick 8He had the body teams love: size, strength, wing versatility, and defensive upside. Contemporary reports described him as a huge, physical wing and one of the better defensive prospects in the class.Shooting, feel, offensive role, and enough skill to stay on the floor.The defensive tools were real. The trap was assuming the offense would become good enough for the defense to matter in a playoff rotation.
11–14Devin Booker, pick 13The shooting was already bankable. Pre-draft reports described him as one of the best shooting-stroke prospects in college basketball, with size for a shooting guard and clear off-screen and spot-up value.Creation growth and defensive survival.Booker was not just “safe.” He had a bankable NBA skill, youth, touch, and enough size. The league discounted the creation upside because he was mostly seen as a shooter.

Takeaway: Booker did not hit because he was safer. He hit because his best trait already worked, and that trait gave him a runway to reveal more.

2. Prefer one bankable playoff skill plus one scalable trait

The ideal pick after the top tier is not the highest-ceiling player in the abstract.

It is the player with one skill that gets him on the floor, and one trait that can scale into starter value.

RangePlayerWhat was known pre-draftBankable skill or trapWhy it fits
6–10Killian Hayes, pick 7The positive case was size, ball-handling, passing, pick-and-roll feel, and lead-guard projection.Trap: the passing only mattered if he became a real scorer or advantage creator.Without scoring pressure, the passing and size package was not enough.
11–14Tyrese Haliburton, pick 12His useful traits were obvious: size, passing IQ, spot-up shooting, off-ball fit, and low-mistake play.Bankable skill: decision-making. Scalable trait: processing.Haliburton did not need to become a different player before his strengths mattered. The league discounted the shot form and creation ceiling too much.

Takeaway: Hayes needed the scoring to arrive before the rest of the profile mattered. Haliburton’s decision-making already mattered.

3. Hidden upside is already real. Fake upside is imagined conversion.

Hidden upside means the player already has an NBA-relevant trait, but the market is discounting it because the player is older, smaller, weirder, quieter, from a less prestigious program, or harder to fit into a familiar archetype.

Fake upside means the player only becomes good if several uncertain things improve at once: the shot, the feel, the role, the defense, the body, or the decision-making.

That distinction matters because two players can look like “upside” bets on draft night. The difference is whether the upside is attached to something that already works.

The obvious danger is hindsight. After the fact, it is easy to say the hit had hidden upside and the miss had fake upside. That is not good enough.

The test has to be whether the distinction was visible before the draft. Did the player already have an NBA-relevant trait? Did that trait create a path to playoff minutes? Did the upside come from something real, or from assuming several weaknesses would all improve?

This framework will still miss. Some toolsy bets hit. Some skilled players never scale. The goal is not certainty. The goal is avoiding the most expensive mistake: paying lottery prices for a player whose case only works if everything changes.

The lesson is not to “draft safer players,” it’s to find players whose upside is being misread because their best traits are quieter, weirder, older, or harder to categorize.

Donovan Mitchell: messy archetype, real star traits

In 2017, Donovan Mitchell went 13th.

He had real star traits before the draft: burst, strength, defensive pressure, pull-up ability, length, and competitiveness. The market discounted him because he was not the cleanest archetype. He was considered undersized for a shooting guard, and there were questions about whether he could become enough of a lead creator.

Compare that to Frank Ntilikina at 8 and Dennis Smith Jr. at 9.

Their positives were also real. Ntilikina had size, length, and defensive tools. Smith had burst, handle, and athletic creation. The difference was conversion risk. Ntilikina needed the offense to catch up. Smith needed the athletic creation to become efficient, scalable offense. Mitchell’s burst, strength, shooting indicators, and competitiveness were already NBA-relevant.

Lesson: The market can overvalue clean tools and undervalue messy but functional star traits.

Shai Gilgeous-Alexander: quiet skill over loud tools

In 2018, Shai Gilgeous-Alexander went 11th.

He is the cleanest example of hidden upside, not fake upside. The positives were already visible: size, length, pace, craft, defensive playmaking, touch, and shooting indicators. The concern was that he was not explosive, not a clear elite shooter, and not yet a polished lead creator.

Compare that to Mo Bamba at 6 and Kevin Knox at 9.

Bamba had rare length, shot-blocking, and theoretical stretch-big upside. Knox had forward size, athleticism, and scoring flashes. Both had louder tools. SGA’s upside was quieter, but it was already in how he played: pace, processing, length, touch, and craft.

Lesson: Quiet skill can be better upside than loud tools.

Bam Adebayo: playoff skill hiding inside a “tweener” label

In 2017, Bam Adebayo went 14th.

The market saw a strong, explosive big with rebounding and finishing, but not a clean modern offensive role. The positives that mattered were already present: power, vertical athleticism, rebounding, hands, contact finishing, and defensive mobility.

Compare that to Frank Ntilikina at 8, Dennis Smith Jr. at 9, and Zach Collins at 10.

Ntilikina had size and defensive tools. Smith had athletic creation. Collins had size and big-man skill. Each still had to prove the strengths translated into a reliable playoff role.

Bam was discounted because he did not fit cleanly as a modern offensive big. But his real playoff trait was already there: switchable defensive force with power and mobility.

Lesson: Sometimes the market asks the wrong archetype question. Bam was not “what kind of offensive big is this?” He was “can this body, mobility, and strength become a playoff defensive weapon?”

The practical rule

Hidden upside starts with something real. Fake upside starts with a wish list.

After the clear top tier, the goal is not to find the most exciting theoretical player. It is to find the player whose current strengths already create a playoff path.

Why non-top-eight players do not justify the pick

If a player drafted in the first round becomes a top-eight playoff player, the rookie contract is valuable. A real 16-game player on a rookie-scale deal creates surplus value. A starter creates major surplus. A premium starter is the reason teams should still value the draft.

But if the player is not a top-eight playoff player by Year 3, the math changes.

At that point, the salary may still be fine. That is especially true outside the top 10. A late-lottery or mid-first rookie is not usually destroying your cap sheet.

The problem is not only the salary, it’s that you used the pick.

A player outside the playoff top eight is usually the kind of player teams can find another way. Minimum contracts, taxpayer midlevel signings, two-way players, G League development, reclamation projects, veteran specialists, and low-cost trades can all produce 9th to 15th men.

The bar for a first-round pick should not be:

Did he become playable?

The bar should be:

Did he become scarce?

If the answer is no, the team did not gain much. It bought a replaceable player at roughly market price, while spending a draft asset to do it.

In 2025-26, the NBA salary cap is $154.647 million. The taxpayer mid-level exception is $5.685 million. The room mid-level is $8.781 million. The non-taxpayer mid-level is $14.104 million. Those numbers are useful because they show the price range for players teams can acquire without using a premium draft asset.

A rough market ladder looks like this:

Player typeMarket valueWhat it means
11th or 12th manMinimum to low exceptionReplaceable depth
9th or 10th manMinimum to taxpayer mid-levelUseful, but not core
Fringe 8th man or matchup specialistTaxpayer mid-level to room mid-levelSometimes playoff-useful
Real 7th or 8th manRoom mid-level to full mid-levelActual 16-game player
StarterAbove full mid-levelScarce player
Premium starterMax or not realistically availableCore asset

Now compare that to rookie-scale salaries. First-round picks can sign for 80% to 120% of the rookie scale. In practice, first-rounders usually sign at 120%, so that is the practical number to use. The 11th pick in the 2025 rookie scale was $5.715 million in Year 1, $6.001 million in Year 2, and $6.287 million in Year 3 at 120% scale.

(I am using 2025-26 cap and rookie-scale numbers as the current reference point. The exact 2026-27 numbers will change, but the strategic point should hold unless rookie salaries or exception salaries move dramatically out of proportion.)

Pick rangeApprox. Year 1 salary at 120%Approx. annual salary, Years 1-3What it means if the player is below top eight
1$13.8M$14.5MClear failure
2-3$11.7M$12.3MClear failure
4-5$9.5M$10.0MClear failure
6-10$7.0M$7.4MProbably overpaying for non-core value
11-14$5.3M$5.6MAround the price of high-end depth
15-20$4.1M$4.3MSalary is fine, asset cost is the issue
21-30$3.0M$3.2MCheap optionality

Pick 11 is right at the line where if it becomes a 9th man, the salary is probably fine.

The asset use is not fine, however – you spent the 11th pick to buy something the market can usually provide another way.

This is my point. Outside the top 10, the mistake is not always salary, it is is believing the player is strategically important when the most likely outcome is replaceable depth.

The financial comparison reinforces the point:

Draft result by Year 3Basketball valueMarket replacementDraft implication
Below top eightUseful inventoryMinimum to taxpayer mid-levelNot a meaningful first-round hit
Fringe 8th manMatchup-dependent playoff playerTaxpayer mid-level to room mid-levelUseful, but not clearly scarce
Real 7th or 8th man16-game playerRoom mid-level to full mid-levelMeaningful hit
StarterTop-five playoff playerAbove full mid-levelStrong hit
Premium starterBorderline All-Star or betterMax or unavailableCore reason to keep high picks

The first-round pick only creates real surplus when the player becomes a true 16-game player or better.

If the player lands below that line, the team may not be hurt badly by the salary. But it probably lost the asset game.

Applying the framework to this draft

Now we can apply the idea to the 2026 draft.

For this draft, I separate the first tier before applying this framework. The public top tier appears to be AJ Dybantsa, Darryn Peterson, Cameron Boozer, and Caleb Wilson.

After that, I would not rank players by normal upside.

I would rank them by this:

Who is most likely to become one of the eight players a serious team can trust in a playoff series?

Then I would ask:

Inside that group, who has the best chance to become more than that?

The best later-lottery hits were not just safe role players. They were players with hidden star equity: Shai Gilgeous-Alexander, Donovan Mitchell, Devin Booker, Bam Adebayo, Tyrese Haliburton, Domantas Sabonis, and Jalen Williams.

The ranking below is my attempt to separate those two ideas before draft night, not after the fact.

Before ranking the group, it is worth remembering the base rate.

Using the 2013 to 2022 sample, if you are looking at the next 10 players after the top tier, roughly picks 5 through 14, history suggests something like this:

Expected outcome from 10 players after the top tierApproximate count
Become playoff top-eight players~5 (50%)
Become starters~2 (20%)
Become premium starters~1 (10%)
Fall below top-eight value~5 (50%)

When we rank the next 10 players, we should assume about half of these lottery picks will not become the kind of player we are looking for.

A top-10 pick can remain employed and still fail the 16-game-player test. In my mind, that’s a bust.

How I generated the ranking

This is not a normal big board. I pressure-tested the group through several front-office lenses, using public scouting reports and AI-assisted synthesis to challenge my own priors: win-now playoff usefulness, long-term surplus value, shooting and processing, playoff defense and size, creation scarcity, production, market awareness, and anti-multi-improvement-parlay discipline.

One important guardrail: this board is not trying to be contrarian for its own sake. The framework is useful only where it explains either why consensus is right, why consensus is overpaying for fake upside, or why a useful player is being discounted for the wrong reason.

The players who held up best were not always the biggest upside bets. They were the players whose current strengths translated across the most versions of the test.

Rank the players by the probability of becoming a top-eight playoff rotation player, then use starter and premium-starter upside as the tiebreaker.

RunEmphasis
1Balanced 16-game-player framework
2Win-now playoff usefulness
3Long-term surplus value
4Shooting and processing
5Playoff defense and size
6Creation scarcity
7Production and statistical indicators
8Anti-multi-improvement-parlay discipline
9Market and consensus awareness
10Upside, but only where the upside is already connected to real skills

Where the framework changes the board
The framework is useful only if it changes decisions. It raises players whose best traits already create a playoff pathway, even if their upside looks quieter. It lowers players whose case depends on several things improving at once. That is the difference between hidden upside and imagined upside.

PlayerNormal appealFramework read
Keaton WaglerClean guard skill, shooting, feelStays high because the core traits already translate.
Darius Acuff Jr.Best guard-star upsideHigh, but not first because small-guard creation has more playoff failure modes.
Yaxel LendeborgOlder, lower star upsideHigher if the goal is real Year 3 playoff trust.
Nate AmentPremium big-wing archetypeLower because too much depends on strength, defense, finishing, and role clarity improving together.

My top 10 outside the first tier

This is a 16-game-player board.

The board uses four filters: usable NBA strength, bankable playoff skill, scalable trait, and low dependence on a multi-improvement parlay.

I separate the group into probability tiers first. Then I use starter and premium-starter upside as the tiebreaker. The tiers matter more than the exact order. Overall rank reflects my estimate of 16-game-player probability. Star upside is discussed in the writeups.

Overall RankPlayerRead
5Keaton WaglerTier A. Cleanest playoff path.
6Darius Acuff Jr.Tier A. Best star upside in the tier.
7Brayden BurriesTier A. Strongest connector profile.
8Kingston FlemingsTier A. Best athletic upside bet.
9Yaxel LendeborgTier B. Safest immediate playoff role.
10Labaron Philon Jr.Tier B. Best Tier B scoring upside.
11Karim LópezTier B. Clear role-player-plus case.
12Mikel Brown Jr.Tier C. Volatile advantage-creation bet.
13Nate AmentTier C. Big-wing upside, big parlay risk.
14Aday MaraTier C. Skilled center, mobility question.

Where this board could be wrong

The strongest argument against this board is that the framework is clearer than the ranking.

A skeptic could accept every premise in this piece and still say:

I buy that the goal is a top-eight playoff player. I buy that fake upside is dangerous. I buy that non-scarce players are replaceable. But how do I know this board is not just a normal public big board with better language around it?

That is a fair objection.

Several of these players are already clustered in the same range on public boards. Keaton Wagler, Darius Acuff Jr., Brayden Burries, Kingston Flemings, Mikel Brown Jr., Yaxel Lendeborg, Labaron Philon Jr., Aday Mara, Nate Ament, and Karim López are not obscure names.

So the point is not that this board is wildly different from consensus. The point is to identify which consensus prospects are supported by a real playoff pathway, and which ones are mostly being held up by theoretical upside.

The better question:

Where does the framework create a different decision than a normal big board?

Tier A: Best balance of playoff floor and starter upside

5. Keaton Wagler

Wagler ranks first because shooting, feel, tempo, size, and secondary creation are already playoff-relevant. His case does not require him to become a different player before he helps.

The upside is that a big guard with shooting and processing can scale into more creation over time. That is the Booker / Haliburton pattern, not because he is those players, but because the market can underrate players whose best traits look too clean or too safe.

The objection is that consensus may already price this in. He may not be a hidden-value pick. He may simply be a good prospect who goes where he should. The real risk is that limited burst and strength cap his rim pressure, defensive versatility, and premium-starter upside.

He drops if he cannot pressure the rim or guard stronger wings. He stays high if the shooting and processing are good enough to keep him on the floor while the creation grows.

6. Darius Acuff Jr.

Acuff has the best star upside in Tier A because self-creation is the rarest skill. If he becomes an efficient advantage creator, he can beat this ranking.

The reason he is not first is that creation prospects are where teams often overpay for fake upside. The scoring has to be efficient enough to bend defenses, and the defense has to be passable enough that he does not become a playoff target.

That is the Mitchell vs. Dennis Smith Jr. fork. The athletic creation is exciting, but it has to become scalable offense.

He rises if the scoring pressure is real enough to force rotations. He drops if he becomes a high-usage guard whose efficiency and defense do not survive playoff matchups.

7. Brayden Burries

Burries has the cleanest complementary playoff profile in Tier A. Strength, shooting, rebounding, and low-mistake play give him a visible path to being trusted in a playoff rotation.

The upside is not loud, but it is functional. He does not need to become a primary creator to matter. He needs the shot, physicality, and decision-making to hold while the creation becomes good enough to punish tilted defenses.

The objection is scarcity. If the creation does not scale, he may become more “good player” than true surplus asset.

He drops if the shot is only fine and the handle does not create advantages. He rises if the passing, strength, and shooting turn him into a Jalen Williams-style connector with more on-ball value than expected.

8. Kingston Flemings

Flemings is the athletic upside bet in Tier A. Speed, rim pressure, passing feel, and defensive tools give him a real hidden-upside case.

The key distinction is that his upside is tied to how he already plays. This is not just a body or tools bet. If the speed and feel translate, he can pressure the rim, collapse defenses, and make enough reads to become more than a straight-line athlete.

The objection is playoff targeting. Size, shooting, and half-court finishing all matter more when the game slows down. If those do not translate, he becomes closer to the athletic-guard conversion trap.

He drops if the jumper and finishing do not hold. He rises if the speed creates efficient paint pressure and the defense is strong enough to survive matchups.

Tier B: Clean 16-game bets, thinner star path

9. Yaxel Lendeborg

Lendeborg may be one of the safest players in this group to become a playoff rotation piece. He defends, rebounds, passes, and plays physically. The role is easy to see.

The question is not whether he can help. The question is whether he creates enough surplus value to justify the pick. If the goal were only “who helps a playoff team soonest,” he might be higher.

The reason he is in Tier B is that age narrows the premium-starter path. He is a strong 16-game bet, but not a clean star bet.

He rises if the shooting is real enough to keep him on the floor in more lineups. He drops if teams can ignore him offensively or force him into a narrow frontcourt role.

10. Labaron Philon Jr.

Philon has the best star upside in Tier B because scoring craft matters. The market question is whether his skill is being discounted too much because of size and athletic skepticism.

That is a legitimate hidden-upside setup. Crafty guards can look less impressive than explosive guards before the draft, then become more valuable because the skill actually translates.

The objection is playoff defense. Smaller guards have to be good enough offensively to justify the pressure they absorb defensively. If he gets hunted, the craft may not be enough.

He rises if he creates efficient paint pressure and defends well enough to stay on the floor. He drops if he becomes a regular-season scoring guard without a clean playoff role.

11. Karim López

López has a clear role-player-plus case. Size, motor, defense, cutting, and professional experience make the role easy to see.

The appeal is role clarity. You do not have to invent a use case for him. If the offense holds, he can fit into serious lineups as a low-usage forward who defends, runs, cuts, and keeps the ball moving.

The objection is scarcity. Useful is not the same as scarce. If the shot and on-ball value do not grow, he may become a good bench forward rather than a meaningful first-round hit.

He rises if the shooting and on-ball flashes become credible. He drops if he is mostly an energy forward without enough offensive threat.

Tier C: Volatile but defensible upside swings

12. Mikel Brown Jr.

Brown is the easiest player in this range to imagine beating the board. Passing and ball-screen feel are real advantages if they come with enough scoring pressure.

The upside case is that advantage creation is scarce. A guard who can run offense, manipulate coverages, and create shots for others has real playoff value if the rest of the profile holds.

The risk is that this becomes the Killian Hayes problem. Passing only matters if the player can also score or create enough pressure to make the defense react. If scoring, strength, defense, and medicals all have to cooperate, the profile becomes a multi-improvement parlay.

He rises if he creates efficient pressure without being hunted. He drops if the passing is real but the scoring pressure is not.

13. Nate Ament

Ament has the rarest archetype left on the board: a big wing with shooting and handling flashes. That kind of player is too valuable to dismiss.

This is the exact kind of profile that can make a team look wrong in both directions. Pass on him, and he could become the oversized wing creator every team wants. Draft him too high, and you may have bought the idea of a player before the player exists.

That is why he stays in the top 10 but remains in Tier C. Strength, finishing, defense, consistency, and role clarity all need to move in the right direction.

He rises if the physicality and defensive reliability catch up to the skill flashes. He drops if the archetype is more appealing than the actual playoff role.

14. Aday Mara

Mara has real center skill. Size, rim protection, touch, and passing feel give him a path to more than backup value.

The question is playoff mobility. Modern playoff basketball forces centers to survive in space, defend multiple actions, and avoid being played off the floor by matchup hunting.

If Mara can survive those conditions, he is a legitimate top-eight playoff rotation player. If he cannot, he becomes matchup-dependent.

He rises if the mobility is good enough to stay on the floor against spacing. He drops if teams can pull him away from the rim and attack him repeatedly.

Final rule

For teams picking after the clear top tier, the rule should be simple:

Draft the player with one real playoff trait and a credible path to scale. If that player is not there, trade the pick while it is still hope.

My Only Thoughts from the Warriors Play-in Loss

This is a part two of sorts from My Only Thought’s from the 49ers Super Bowl Loss. It’s official, to me anyway: the run is over. (I’ve taken a news break from the 49ers the last couple of months and will do the same for the Warriors and basically all of sports.)

This team was better than last year’s team, and had more wins but for a group of 4 Hall of Famers over their peak, we can clearly see this team can’t get better from the core. To go out to the Kings the way they did last night, they don’t have the switch either. They basically didn’t have anything left. They were basically healthy, after a year of good Spurs-like minutes moderation. The Kings were missing two huge players in Huerter and Monk.

Sometimes it ends, and that’s ok. We’ve hit the end. Here’s what I’d do, as painful as it is.

  1. Let Klay go. He’s going to get a huge deal for an up and coming team, like the Magic. He deserves it. If he wants to take an undermarket price to stay, the Warriors should agree.
  2. Let Chris Paul go. He was here to help organize the offense when it was too much on Steph. In the Kings game, it’s clear he wasn’t enough. Like Klay, he can be of more value to another team.
  3. Draft Bronny James with their second round draft pick and challenge Lebron to come for a lesser salary. I’m not sure where this pick is and if the Lakers might take Bronny with a #1 to keep LeBron.
  4. Andrew Wiggins played well in the last two months and I think he’s not lost anymore. But he was really inconsistent the last two years due to personal and physical problems. If there’s a solid trade package that he can be put into, let him go, but his salary is OK.
  5. Pay Kevon Looney’s partial guarantee of $3M instead of the full $8M. I love Looney but he’s become Roy Hibbert-ized for this generation of basketball. Warriors need to create full financial flexibility.

What remains:

  1. PG Stephen Curry
  2. C Draymond Green
  3. PF Jonathan Kuminga
  4. SG Brandin Podziemski
  5. SF Andrew Wiggins
  6. SG/SF Moses Moody
  7. C Trayce Jackson-Davis
  8. PF Gary Payton II

Bronny James is on a 2-Way. Only Steph, Draymond, and Wiggins make significant money. LeBron has a player option next year, so he can just walk or the Warriors can package Paul/Wiggins to the Lakers / other teams in a trade. I would prefer LeBron take less money (he has said he would and this would allow the W’s to pick up another player) and the Warriors keep Wiggins. Pick up depth with the remaining cap flexibility – either wing or big. I do like keeping Usman Garuba as the developing third big man – he proved he could was a NBA-ready defender in Euroleague as a 19 year old.

It’s not yet known if the Warriors will have a #1 draft pick this year, and they could trade that for help (they have enough youth) or use it if they have it.

The Case for Entering the NBA Draft and Economic Opportunity Costs

Occasionally I hear Jim Barnett and Bob Fitzgerald, the Warriors’ TV announcers, talk about how players who stay in college for additional years do not lose much from doing so – that not only do such players get better and become more mature from the experience, they also end up making the same amount of money (or perhaps more) from elongated careers.

As a Cal Bear, this makes me think of the upcoming decisions of super freshman Ivan Rabb and Jaylen Brown. Sorry Jim and Bob, I disagree with you because of former Warrior Chris Porter.

Porter is expected to be a late lottery pick in the June NBA draft. He could have been a lottery pick had he come out after an All-American junior season last year.

Andy Katz, ESPN.com (May 2000)

Chris Porter lost potential lifetime financial security by staying in school
Chris Porter lost potential lifetime financial security by staying in school

Over 15 years ago, Chris Porter was a hot NBA prospect, projected to be a lottery pick after his junior year. He was featured on the cover of Sports Illustrated. A year later, after giving scouts a full year to focus on his weaknesses, he was drafted by the Warriors at the 55th overall pick (I was very excited by this pick, as I remember).

He went on to have a nothing career.

This is the danger of giving up guaranteed money.

Let’s break this down for Rabb and Brown.  As of today, according to DraftExpress (a reputable source on pre-NBA talent), Jaylen Brown would be the 4th pick (or is the 4th best prospect, however you want to read it) in this summer’s draft. Ivan Rabb is 14th. Both would be considered “lottery picks”, draft picks for teams that do not make the NBA playoffs, just as Chris Porter could have been so long ago.

So why should both Rabb and Brown leave for the NBA?

In a worst case scenario, any 1st round draft pick gets two years of guaranteed money upon signing. As of this year, the amount for the lowest 1st round draft pick (30th) is approximately $1.9 million dollars. Even if a rookie has a terrible agent (see: Ricky Williams / Master P), he would still more than likely get at least $1.5 million. (I am going to leave any net present value arguments out of this entire discussion, as well as taxes, agent fees, etc.)

If their draft positions hold, Rabb and Brown would get closer to $3M and $7M, respectively.

Minimum $1.5M dollars and a (virtually) guaranteed spot at worst case on a NBA basketball team for two years is nothing to scoff at, especially if you did not grow up in a fairly affluent family. I went to Business School at Kellogg (Northwestern). If I were offered this deal today, I would absolutely take the $1.5M now, despite having a good amount of work experience and knowing I can do other things. Thus to paint 20 year olds (who are probably unable able to do other things at this state in their lives) as silly for taking the money is a bit ridiculous.

Yes, it sounds great to believe in your talent, that the money will always be there, but that’s actually the dumb move.

Taking money now is the smart thing, if it is guaranteed. For any player’s long term development, he has to be in a good team situation in which he can grow (compare San Antonio Spurs vs Brooklyn Nets) – this is something a player has much less control over and thus, has much more risk. The money is guaranteed while the opportunity to play, be liked by a coaching staff, is not.

What are the opportunity costs for staying?

Other than having your draft position go down, costing you literally millions of dollars, if you get booted to the second round as Chris Porter, you will not have a guaranteed contract, or a contract at all. Let’s ignore the chance for life-changing injury too, which could happen but is rare.

If you go to the NBA DLeague (the minors) on your own to try to make it to the NBA, you can make up to $25K a year. This could easily be 19K or 13K as well.

In other words, if your stock falls for whatever reason and you fall out of the 1st round, you will AT BEST be making just 3.3% of what you would have made, IN THE WORST CASE, as the lowest chosen first round draft pick.

This is a huge drop. Yes, someone could make good money (six figures to low seven figures) internationally, but if you are just starting your career and feel you are an NBA player, you will probably try the DLeague first.

A key thing to note here is not just the relative different of the 96.7% drop in salary, it’s the absolute drop. If you had this disparity with Kobe Bryant’s pay, you would still be making $750K per year, a ton of money for 99% of Americans. But this is $25K, and you won’t be flying first class, staying in nice hotels. This is bus life, a hard way to earn $25K (roughly equivalent to making $13/hr at a full time job for a year).

If a player stayed in school in order to complete his college degree and then dropped out of the first round, I would say he wasted the point of going to college. Jaylen Brown, Ivan Rabb, get in the draft now and go to summer school in the future.

If you want a more current example of how delaying can matter, look at Skal Labissiere from Kentucky. If he could have entered the draft a year ago, he might have gone #1 overall. After a poor freshman season, however, he might now be picked towards the end of the lottery, a $4.5 difference in guaranteed money.

Is there another way?

In my opinion, college basketball (the talent level) suffers from elite players leaving early. It is harder for non-traditional powerhouse teams to create momentum off of strong seasons (if Rabb and Brown leave, the Bears program is very weak for next year). Players are unable to mature in a more natural (college) setting and have to develop their games in the constant pressure of the professional ranks among men 5-15 years older. In addition, unless they play for a terrible team, elite players will likely see more reps and minutes playing for a college team.This lack of elite players over consecutive years is also part of the college game’s ratings decline.

Solution: Let players enter the draft but continue to play in college.

How this would work:

  1. College Players can enter the draft anytime in their college career.
  2. If drafted in the 1st round, a player could stay in school up to their 4th year after their high school graduation year (you cannot stay in school forever).
  3. Contracts are guaranteed (as they are today) for 1st rounders, while contracts for 2nd rounders can be offered guaranteed (optional by the team, as today). Contracts take effect once the player decides to leave school.
  4. 1st round picks do not have to sign their contracts, but their rights would stay with the drafting team until the end of their 4th year after high school graduation. Rights to 2nd round picks would only stay with the drafting team until the next year’s draft (a bit like the college baseball draft).
  5. Players who want to maintain college eligibility cannot leave school and take time off to prepare for the draft process. Instead, teams can visit with them during specific break (spring break, summer break) periods. This will limit the number of workouts (and injuries) possible, but interviews should be fine. Schools like Kentucky would likely hold on-campus “Pro Days” as in the NFL, which admittedly could favor powerhouse schools in college recruiting.
  6. Players give up their college eligibility completely by leaving school and going through the normal pre-draft preparations – this would be no different from today.
  7. Teams can cut players with no salary cap hit (the year the player enters the NBA) in case a player seriously regresses (or for whatever reason), but the player still gets fully paid.

For NBA Teams

  1. Teams no longer have to pay to develop players (ex. Jermaine O’Neal) and then see them leave once they are physically and mentally ready to contribute to a team. Thus, teams pay more for actual expected contribution than potential.
  2. Insurance can cover players who (perhaps this can be paid in half by the player, through his contract, and the team) have a career-ending injury during college after being drafted.
  3. Per Net Present Value, it is always better to have a financial obligation later than sooner.
  4. Non-ready players take fewer jobs away from NBA veterans.

For College Teams and the NCAA

  1. Teams can hold on to players longer, and coaches would no longer be in this weird “I want you to stay, but I swear it’s for your own good, not for mine” position.
  2. Having players for multiple years helps sustain programs.
  3. Consistency and multi-year player resonance creates better television ratings and attention, i.e. business revenue.

For Players

  1. Significantly less risk. If you have a good potential draft position, get drafted and get guaranteed money when you leave. If you’re hot, strike. If you’re not, keep working.
  2. Make progress on a degree (what college is for), become more mature, and improve your skills so you don’t flunk out (see: Anthony Bennett) once you do reach the NBA.

Some other notes about why this makes sense. First, we can look internationally. Teams like the Spurs have signed professional international players for years, knowing they are unlikely to come to the NBA right away. In that time, these players develop further and come to the NBA ready to contribute. These aren’t necessarily older players either – many European players (Tony Parker, Ricky Rubio, Kristaps Porzingis) turn professional as teenagers, before their college-age years.

In addition, with the NCAA’s supposed focus on amateurism, under this plan, players will not get paid anything until they leave for school. This is like getting a job offer when you are still in college, which is pretty common. MBA students often finalize their jobs up 10 months in advance of the actual start date.

I think these changes will not prevent players who can play in the NBA right away (ex. Karl-Anthony Towns) from jumping, nor should it. However, it can help the many players who have the talent, but not quite the skill set, with Brown and Rabb as examples. Jaylen Brown cannot shoot or handle the ball particularly well, and yet his physical talent makes him a great NBA prospect. An additional year or two would allow him to become a great player and make more progress on his academic ambitions without financial risk (aside from if his family needed money to survive right now).

This is a solution that helps everyone – both NBA and NCAA teams, younger players in college, older players in the NBA, and the NCAA as a business. Fans get to watch their NBA teams’ young talent in college and become more devoted and hopeful for their futures while enjoying their favorite college players for multiple years.