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131 posts

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@btflee0608

Katılım Kasım 2015
121 Takip Edilen20 Takipçiler
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blee@btflee0608·
@MikeReiss Mike, hello from Shanghai. I never got the reason on why they risk having to cut Onwenu if he didn’t accept the re-structure for two reasons: o line was quite inconsistent and AVT has health concerns. Second, Mike was ranked high on PFF; couldn’t he land a 14-15 mil AAV contract?
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Mike Reiss
Mike Reiss@MikeReiss·
Quick-hit thoughts/notes around the Patriots and NFL (rarity of a Saturday start for '26 training camp; Gillette will be buzzing as crowds sometimes top 10k; Drake Maye's perspective; Rhamondre Stevenson primed for big year?; Mike Onwenu's incentives etc.) espn.com/nfl/story/_/id…
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blee@btflee0608·
@thedataoutlier @databallr Great question! The math with Mazulla ball in regular season works for sure. In the playoffs with a 6-7 games series, how much does the variance in 3 point shooting hurt them in a small sample size setting? Any data on this? @databallr
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Megan Ingram┃Data Done Differently
@databallr I have serious questions about whether mazulla ball works and your whole argument hinges on the fact that it does. And to me thay lost to the sixers and Knicks year before because they didn't shoot well. Does the system work in the playoffs? The results are mixed.
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databallr
databallr@databallr·
I have some more thoughts on this trade from the perspective of the Boston Celtics. When Brad Stevens decides to trade Jaylen Brown, a Finals MVP in his prime, he probably has some good reasons. Boston has spent years winning in roster construction. The Derrick White, Jrue Holiday, and Kristaps Porzingis trades set the Celtics up to win a title. They've repeatedly signed contracts that have returned multiples on the court. Queta. Hauser. Pritchard. Kornet. Garza. Baylor. I am bullish on the Mitchell Robinson signing, too. That is an organizational edge. When Tatum and Brown are both getting paid supermax money, Boston becomes less flexible. The roster becomes more fixed. Their capital is tied up. The front office has fewer ways to turn its advantage into wins. Flexibility is more valuable for a team that can use it well. If you are going to trade Jaylen Brown after a 28 PPG season, given the success of this team, the evidence that the Celtics will not fall apart without him needs to be strong. And the evidence is as strong as it can be in this situation. Across multiple versions of this team, across different rosters and contexts, the Celtics have consistently produced elite results on the court without him. The Tatum only lineups have annihilated the league. Jaylen Brown has a negative 5 year RAPM in his prime. This is shocking. This suggests Boston may not need this specific player at this specific price on this specific team. Why? Because they are playing AI hoops, also known as "Mazzulla ball." Mazzulla ball is a strategy built on shot quality and possession math. Make quick decisions. Turn the ball over less than your opponent. Take a fuck ton of threes. Crash the glass and capitalize on the extra misses taking that many threes mathematically creates. Defend. Apply so much pressure outside the arc that a stressed defense concedes an easy inside the arc bucket marginally more often. That is the machine. High three-point rate. Low turnovers. Offensive rebounding. Defense. And Jaylen Brown is not especially great at the things this machine values most. He is a talented, physical, turnover-prone, two-point-heavy scorer who can get you tough buckets. This is not the ideal archetype for this system. With Jaylen on the court, 44% of Boston’s shots came from three. With Jaylen off the court, that number jumped to 51%. With Tatum on and Jaylen off, Boston is shooting 58% of their shots from 3 in the last two seasons. That is a clear shift in how they play. With Jaylen, Boston is playing half Mazzulla ball. Without him, full Mazzulla ball. The Jaylen Brown trade for Paul George and two firsts has people scratching their heads. Look, Paul George is older. He has durability risk. He may decline more than expected. He has two years left at around $50 million per year. He may not end up providing much value to Boston. But he fits the system. He is an excellent three-point shooter. He can defend. He can force turnovers at an elite rate. I have very little doubt that he will improve Boston's defense in a tangible way. And, he can still get you tough buckets when the system needs one. I have news for you guys. The Celtics are going full Mazzulla ball next year. People thought they were taking a step back after their playoff collapse. No. They are going all in. If you don't like three pointers, turn the TV off, it's going to be unwatchable. They traded away Jaylen Brown, an anti-Mazzulla ball player. They brought in one of the best shooting forwards in the league in Paul George. A Discount Tatum at this stage of his career, if you will. They just acquired one of the best offensive rebounders ever in Mitchell Robinson. He had a 21% offensive rebound rate last year. Tatum Mazzulla ball without JB has been so effective, why not also just run Discount Tatum Mazzulla ball when Tatum is off the court? They are going to try and shoot nearly 60% of their shots from three and clean up >30% of their misses. Trading Jaylen for PG, picks, and flexibility is not a talent for talent bet. It is a bet that Jaylen Brown's talent is less useful for this team's playstyle than his points per game and contract say he is. A bet that the Celtics are not dependent on him to win in the playoffs. A bet that having a talented tough-bucket scorer is less valuable than having everyone aligned in the same system. A bet on Paul George still being impactful at 36. A bet on Payton Pritchard thriving with more opportunity. A bet on the front office continuing to make great decisions. A bet that Mazzulla ball does not actually fail in the playoffs like many think, and that the increased variance of Boston’s three-point strategy potentially causing a series loss in the playoffs is an outcome with a probability they are comfortable living with. And, of course, a bet that Jaylen Brown does not become the most impactful version of himself in Philly and make them regret it.
databallr@databallr

Here's my explanation of why Jaylen Brown's offensive analytics are underwhelming: Jaylen Brown is a great scorer. But “great scorer” and “offensive engine” are not the same thing. An offensive engine creates impact in 3 distinct ways: 1. Score efficiently on big volume 2. Reduce team turnovers while carrying huge usage 3. Create better shots for teammates That is what people mean by offensive impact. Not just: did you score points? Not just: did you get assists? Did the team score points more efficiently because you were on the floor? Jaylen is interesting because he had a good scoring season. I estimate his scoring impact last year around +2, the best mark of his career. But if we are asking whether he is an elite offensive engine, the bar is much higher. Let's start with scoring efficiency. Jaylen took around 36 shots per 100 possessions at 57.5% TS last season. ("shots" includes freethrow possessions). At that volume, TS% (True Shooting Percentage) has enormous leverage. Every 1% of TS% is worth roughly +0.6 points per 100 possessions on the scoreboard. So the gap between 57.5 TS% and 62 TS% is not cosmetic. It matters. That is roughly +2.5 points of offensive impact. Scoring at 62% TS would move him from a top 50 per possession analytics season to a top 20 one last year. But right now, among high-usage offensive stars, the efficiency gap is clear. Shai: 67.0 TS% Giannis: 65.9% Curry: 64.8% Kawhi: 63.3% Luka: 61.8% Mitchell: 61.7% Brunson: 59% Jaylen: 57.5 TS% Jaylen’s scoring still has value because the volume is massive, but he's not generating the impact that some of these other guys do from scoring. The second path is turnover value. This part is underrated. If you are using a huge number of your team's possessions, how often you turn the ball over before you shoot matters on the scoreboard. Historically, a lot of high-volume creators give their teams a significant advantage in the turnover game. Jordan, Kobe, Iverson, Lou Will, T-Mac, Melo, Shai, Kawhi, Brunson types. All of these guys have generated significant impact from reducing team turnovers and it's clear as day in the impact analytics. They shoot a ton, and they also help the team avoid turnovers because the possession ends in a shot instead of a mistake more often than the league does. Jaylen does not provide that kind of impact. His box-score profile estimates his offensive turnover impact around neutral, historically, and last year. The 5-year lineup data, and the eyes, agree. That does not mean he is killing the offense with turnovers. It means he is not creating the turnover advantage that many true engines create. Let's look at a stat called "Scoring Turnover Rate". It is defined as non-passing turnovers divided by scoring attempts. It's typically the ball handlers fault when he turns it over on something that isn't a pass. Here are some high usage scorers around the league in Scoring Turnover Rate (Lower is better) Jaylen Brown: 10.3% Giannis: 10.5% Paolo: 9% Ant: 6.6% Shai: 4.4%. Kawhi: 5.5%. Brunson: 4.1% Mitchell: 5.3% Tatum: 6.5% (2025) Lower is better, and when the scoring volume is massive this accumulates to a meaningful amount of turnover differences between players which translates to offensive impact. You see Brunson scored at 59% TS, a down year for him, but he turned the ball on handling related mistakes, per scoring attempt, at 4.1% vs Jaylen's 10.3%. If you are on-ball enough to shoot over a third of your team’s shots, ball security gets magnified. The skill of getting to your shot without losing the possession is a big part of offensive value. Top players can generate up to +2.5 points of offensive impact from reducing team turnovers. Imagine if you could just imbue Jaylen Brown with Kawhi's handle. How much better would you feel about him having the ball in his hands even if he was shooting the same shots at the same efficiency. Instinctively, you know it matters, analytically it undeniably does. Having Kawhi's turnover economy alone would move him from a top 50 analytics season to a top 20 one last year. (Passing turnovers matter too and he's average there but it's less meaningful to discuss because he's not passing the ball that much.) The third path is playmaking. Jaylen took 36 shots per 100 possessions and generates only 13 potential assists per 100 (shots, if they were made, that would be an assist for JB). He shoots almost 3x as much he directly creates a potential assist. He's much more of a scorer than he is a passer. Shai is at 34 shots to 18 potential assists which is lower than 2:1 ratio. So you see, even the best scorer in the league has a more balanced distribution of shots and potential assists. Jaylen averages only around 2 rim assists per 100, which is low compared to the best playmakers, so he's not creating obvious value via lobs and easy layups. A scoring heavy profile can be great if the scoring efficiency and turnover efficiency are overwhelming like it is for Kawhi or Shai, but neither are for Jaylen. That's the problem. Just one of the two being elite, or both being good, can be enough to get him to engine status. But he has neither. Perhaps he can still improve. But if the scoring efficiency is low for the top stars, and the turnover value is around neutral, and the playmaking is limited, the elite-engine case falls apart. It just does. You have other players like Cade and LaMelo who have similar scoring efficiency profiles to Jaylen, but those players are elite playmakers according to both the analytics and the public. Not only are they passing the ball a lot more, but they are generating a ton of assists to players at the rim, which are markers of elite playmaking. The point is not that Jaylen Brown is bad. He is a positive player who plays a lot of minutes. The point is that his team impact has been very weak for a supermax offensive centerpiece because he has not proven himself to be a real offensive engine. The question is whether he can become one in Philly. I think the Boston system was a pretty awesome environment to thrive. If Jaylen Brown was playing elsewhere and traded to Boston I would be bullish on his fit there. I just don't really see Maxey and Embiid as being the type of players that fit particularly well with him and increase his impact. Its certainly going to reduce his usage, which might be good. I'm not sure JB is in his optimal role as a ultra high usage player with his current handling. I think Jaylen becoming more impactful offensively is mostly about his own skill development as a handler/3P shooter, and an improvement in shot selection. There's a lot of upside for him if he does that. Most people can't create the shots that Jaylen does. So that's the thing with Jaylen. In any case, I'm excited to see how it plays out next year. As for who won the trade? I like it for Boston. They are fixing a potential long term salary cap issue and bringing in PG who can provide 2 way impact Boston. He's a much better 3 point shooter and defender. His durability and decline is the main issue. Really I think Philly is rolling the dice on whether Jaylen Brown can improve. If he does it could turn out to be an excellent trade. If he's the same player here as he was in Boston, I don't think it's a good trade. The contract is massive and the synergy with Maxey/Embiid is questionable.

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blee@btflee0608·
@CoreyB08 @jakeissenberg Grant contract is bad. 2 more years to go at 35 mil per year. In most cases need to use a FRP to dumb it... 1 yr is much better for trade salary matching but 2 yrs is a different beast
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Corey B
Corey B@CoreyB08·
@jakeissenberg Grant contract isn’t terrible for salary matching when you need to make a deal. It’s just an add on like it’d be for a Jaylen deal. Sharpe is 22 his shot profile can get better and when do players come to Boston and not see an uptick defensively?
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Corey B
Corey B@CoreyB08·
Honestly Grant contract is a great filler for a future move. Sharpe is only 22 and he’s gotten better every year (also an asset for future) Scoot under Bostons development team could be a good match You get some good expected first round picks for ammo to go big fish hunting Also still have 27 mill TPE
Jake Issenberg@jakeissenberg

Well yes. The players coming back to Boston if Deni/Clingan/Camara are off the table are mostly ass. However, Scoot is a great flier at a position of need. This draft capital is as good as it gets. Brad could turn around and flip any of these guys for the Murphy package.

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blee@btflee0608·
@NateDuncanNBA Nate, u mentioned JB consolidation trade not likely; but how about a scenario to get younger finding next JB with JB going to Magic for Franz, Black & Goga? (Salary match) Celts will have more youth, flexibility and depth with Franz+Black; still high floor tho ceiling unchanged
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Nate Duncan
Nate Duncan@NateDuncanNBA·
New Dunc'd On is OUT! A huge episode as we debate the potential of the fascinating Caleb Wilson and assess the Boston Celtics' offseason. Search "Dunc'd On" in your podcast player. Did we miss anything on Caleb or the Celtics' offseason?
Nate Duncan tweet media
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@jason
@jason@Jason·
Best late night food / restaurant in Atlanta? You made a big mistake rolling dice on the Knicks logo @TheTraeYoung We’re gonna wrap this series up in 24 hours in the ATL [ yes I’m coming in for the Knicks v Hawks game ]
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blee@btflee0608·
@SeanGrandePBP Sean, may I suggest including the team payroll figures for comparison? Should show even more how impressive this season’s been
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Sean Grande
Sean Grande@SeanGrandePBP·
TEAM A 59-20, +9.2 scoring margin 3rd W-L, 3rd best margin, 3rd Net Rating 2nd Offense, 5th Defense TEAM B 54-25, +7.7 scoring margin 4th W-L, 4th best margin, 3rd Net Rating 2nd Offense, 4th Defense TEAM A: Defending champion ’24-’25 Celtics TEAM B: “Gap Year: ’25-’26 Celtics
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blee@btflee0608·
@billbarnwell Age discrimination from NFL teams !(except for a couple like Kyler)
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Bill Barnwell
Bill Barnwell@billbarnwell·
Best free agents still available: QB Kyler Murray WR Stefon Diggs T Rasheed Walker G Wyatt Teller G Joel Bitonio WR Jauan Jennings EDGE Joey Bosa T Jawaan Taylor S Jaquan Brisker CB Cobie Durant EDGE Al-Quadin Muhammad T Taylor Decker DT Da'shawn Hand TE Dallas Goedert
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blee@btflee0608·
@Pete_Collins_ They probably won’t be spending on LBs; already over 20 million on Spillane and Ellis; more likely adding a 3rd/4th round pick on this non premium position
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Pete Collins
Pete Collins@Pete_Collins_·
My top remaining Patriots FA targets: WR: Romeo Doubs, or swing a trade for BHJ TE: Chig Okonkwo, David Njoku LG: Alijah Vera-Tucker or Joel Bitonio EDGE: Trey Hendrickson, Joey Bosa, K’Lavon Chaisson LB: Devin Lloyd, Leo Chenal Need to resign Hawkins too.
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blee@btflee0608·
@Pete_Collins_ 15-18 million per year for sure; u r off quite a bit
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Pete Collins
Pete Collins@Pete_Collins_·
Romeo Doubs makes a lot of sense as a cheaper WR option for the Patriots. The former fourth-round pick caught 55 passes for 724 yards and 6 TDs last season, while also bringing real versatility. He’s 6-foot-2, logged 708 snaps out wide, 115 in the slot, and 8 in the backfield, with added value as a returner on special teams.
Foxborough Fellas Podcast@FoxFellasPod

The Patriots, along with the 49ers, Commanders, and Titans, are monitoring Romeo Doubs’ market, per @JFowlerESPN. After cutting Diggs, New England is back in the WR market.

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blee@btflee0608·
@_AndrewCallahan I think Bitonio could be a realistic option (Vrabel Browns connection, 7-11 million AAV?) to provide stability for a year or two while they develop a mid round pick behind the scenes
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blee@btflee0608·
@tkyles39 they are probably signing a vet in the 6-10 million AAV range for a year or two; Ben Brown’s contract was closer to top backup money
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Taylor Kyles
Taylor Kyles@tkyles39·
Garrett Bradbury gets another chance to start on a rising team after serving as a leader for NE’s OL, and Jared Wilson has a clear path to the starting center job Ben Brown likely slots in as the starting LG and should have competition in camp, likely in the form of a draft pick
Ian Rapoport@RapSheet

Sources: The #Patriots are trading center Garrett Bradbury to the #Bears, giving them new center. The deal can't officially be processed until the league year begins.

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blee@btflee0608·
@ringer @BillSimmons 25m AAV would be reasonable. Problem is free agency will drive it to 30-32m, which makes the contract much dicier...
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The Ringer
The Ringer@ringer·
Should the Pats trade for A.J. Brown? 🤔 @BillSimmons doesn't think they should.
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blee@btflee0608·
@ChinaMacroFacts 不是所有16.4万都是付费。我也订阅了,选了免费的,估计偶尔一两篇文章。不排除可能只有两三万订阅的是真付费
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中国政经事实ChinaFacts
中国政经事实ChinaFacts@ChinaMacroFacts·
Michael Burry已经有16.4万订阅了,按照$379的年费,用他鄙视的ARR口径来计算,已经超过了6000万美元。 他的对冲基金关闭前才1.5亿美元的AUM,写两年半雪球和reddit级别的帖子,毛收入就能赚回来他的整个AUM。 近几年金融行业最厉害的营销变现。
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blee@btflee0608·
@tkyles39 I heard Nate Tice said our run defense (run EPA per play) has regressed since week 9? And overall defense is well below average based on advanced stats?
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Taylor Kyles
Taylor Kyles@tkyles39·
The #Patriots' pass rush efficiency has stayed surprisingly consistent without Milton Williams, thanks in part to a more aggressive approach I dove into the defense's schematic tweaks, and why they could be key to containing Josh Allen with a division title on the line 👇🏾
Taylor Kyles tweet media
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blee@btflee0608·
@_The_Prophet__ Wow, India has such a great record of treating foreign companies and protecting their interests! What a relief it is going all-in there!!!
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SightBringer
SightBringer@_The_Prophet__·
⚡️This Amazon move is the next phase of offshoring, but at a fundamentally higher level of leverage than the China era. 1. The United States is quietly preparing for a labor vacuum AI is deleting entire labor categories in the US. The workforce is shrinking. Birth rates are collapsing. Wage floors are rising. Corporations have two options: •Spend trillions trying to maintain a domestic workforce that is aging out •Or transplant labor demand into a demographic reservoir that will last 50 years Amazon’s 35B is the second option. This is offshoring to survive, not offshoring for cost savings. 2. India is the only scalable replacement for China China offshore labor was about manufacturing. India offshore labor is about: •logistics •cloud support •AI annotation •e-commerce infrastructure •warehouse staffing •customer ops •financial services •last-mile delivery It is the first country capable of supporting an American megacorp’s entire operational stack, not just one layer of it. 3. AI accelerates offshoring, it doesn’t replace it Corporations used to outsource because labor was cheap. Now they will do it because AI removes the need for skilled labor but increases the need for human-scale operations: •packaging •fulfillment •distribution •physical network expansion •support for AI-driven logistics systems •hybrid human AI workflows India is the only place with enough human bodies to support the physical edges of a digital empire. 4. Offshoring is shifting from “cheap labor” to “sovereign hedging” Amazon placing 35B in India is also an insurance policy. If the US future becomes politically volatile or regulatory capture increases, Amazon can route: •warehouses •fulfillment centers •back-office systems •data ops •even robotics support through India. This is corporate sovereignty. Amazon is creating a state within a state, with India as its contingency territory. China no longer offers that optionality. India still does. 5. The real offshoring insight This is not like the 1990s offshoring wave. This is meta offshoring. Instead of offshoring factories, Amazon is offshoring economic gravity. The more workers Amazon employs in India: •the more India depends on Amazon •the more India protects Amazon •the more India aligns with US corporate interests •the more the global balance of power shifts away from China This is offshoring as soft power creation. Not just moving jobs. Moving dependency, political leverage, and strategic entanglement. 6. The deepest truth Amazon is positioning India as: •its labor engine •its logistics superhub •its regulatory hedge •its demographic pillar •its geopolitical anchor outside the US This is what offshoring looks like in a world of AI, deglobalization, and US China conflict. This is Amazon building a parallel civilization track in case the primary one fractures.
Watcher.Guru@WatcherGuru

JUST IN: Amazon $AMZN to invest $35 billion in India and create one million jobs by 2030.

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沈彤
沈彤@jessyshen·
@Leoaibaranoai 水平不行 关系不铁、动不动就要手术 真是至亲,又不敢随便推荐手术 其实大多数病是不需要手术的 哪怕院士主刀,一上手术台半条命没了 美国好医院首先比较公开和数量多 其次药非常好、不是中国三甲能比的 中国大城市人长寿,全靠吃喝精细小心翼翼
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沈彤@jessyshen·
去年以前,还是有想法生病回上海三甲治 至少6个亲戚同学在上海南京大三甲 虽说有既得利益之嫌 毕竟有人好办事嘛 今年回国 三甲领导亲戚说 他们医学院前几名+本院最好的苗子 后来都去了美国,重新考证当了医生,包括安德森癌症中心某某 就对北京上海三甲祛魅了 以后还是在美国看病吧
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blee@btflee0608·
@MikeGiardi It’s only fair to provide some contexts: 1) very little talent on roster due to the last several BB drafts, 2) team morale very low after BB lowballing home grown players like J Meyers, 3) no free agent would want to join Mayo’s inexperienced staff with a unproven rookie QB
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Mike Giardi
Mike Giardi@MikeGiardi·
With the trade of Kyle Dugger, updating the big 2024 extensions that are no longer here: - Jabrill Peppers: 2-year, $24 Million (released) - Davon Godchaux: 2-year, $21 Million (traded) - David Andrews: 2-year, $12 Million (released, retired) - Kendrick Bourne: 3-year, $19.5 Million (released)
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blee@btflee0608·
@ezlazar while Zac Robinson and Nick Haley are a bit underwhelming; knew Josh has always been very good but worried about how well he could adapt and update his playbook; glad to see he’s got the flexibility to innovate and grow
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Evan Lazar
Evan Lazar@ezlazar·
The two best play-callers in the NFL this season have been Josh McDaniels and Shane Steichen. McDaniels was dealing yesterday, even in the first half, when some stalled red zone drives held the #Patriots down a little. Against Browns DC Jim Schwartz, too, who is very good.
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blee@btflee0608·
@PhilAPerry A lot of snaps for Hooper and Hollins yet run game is bad. Maybe give some to Pop and Kyle?
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Phil Perry
Phil Perry@PhilAPerry·
Mailbag questions, anyone??
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