Cade Massey retweeted
BYU at #9 is a real head scratcher. Here's our best fit of the committee, at 65% "Most deserving" / 35% "Best". Not perfect, but very highly correlated with the committee. BYU is not close to the field. There are a bunch of teams jumbled together and the Cougars ain't one of them.
Some people model elections. Others...
New idea. Fun, yeah? And helpful? Very curious how the committee sorts it. HT @PDawg206 @ESPN_BillC @bcfremeau @CFB_Data @laurenpoe @ralphDrussoATH
Have never seen a video of UChicago legend Hillie Einhorn. Thank you, @DavidEpstein. And terrific little want-have observation.
davidepstein.substack.com/p/…
This is great, Lauren. The ratings are strongly correlated when looking at all of FBS, but weaker (of course) for samples selected on one dimension. Lot of spread at the top! Early yet, but lining up for some interesting committee choices.
Hey, Bill C, Brian, Parker where are your Best-vs.-Most-Deserving charts? Seth, Lauren, shouldn't ESPN FPI have one? Nice work by Andrew here. @ESPN_BillC @bcfremeau @statsowar @SethWalder @laurenpoe @PDawg206
Replying to @PDawg206
Best vs Deserving
BYU shaping up to be our philosophical demo this year, as the metrics like but don't love them.
Oregon the extreme outlier on quality vs rank.
(Av Poll = average of the AP & Coach's polls)
Cade Massey retweeted
"Wins Above Bubble" is a useful new tool in the CFB playoff discussions. Look at how it sorts the current top 11 "most deserving", who are a mishmash of 0- and 1-loss teams with very different conference affiliations:
Tier 1: UGA, obviously
Tier 2: Undefeated UCLA, Indiana and ND + 1-loss UK and BAMA.
Tier 3: Undefeated BYU, Tech, and Miami (!) + 1-loss MissSt and TEX.
HT @ralphDrussoATH @PDawg206 @CFBNumbers
Happy first full day of college football, for those who observe! A quick final pre-season forecast. HT @PDawg206
This is why ND-Miami seems like the don't-over-think-it title game pick. Good teams with much easier paths to the playoffs.
Thanks, Colby. Nice job distilling.
This podcast with @bcmassey (hosted by @jeffma & @RufusPeabody) is a masterclass for those interested in the NFL draft and human judgement.
- Base Rates vs. Judgement: "Every one of these prescriptions—trade back, pick high-value positions, go with the big board consensus—it’s basically: don't exercise expert judgment about player evaluation. It’s like, 'Defer expertise in the interest of more picks.' It’s hard to do because it flies in the face of guys who spent their lives getting better at evaluating individuals. Each one of those prescriptions says, 'Don't bet on individuals. Just play the base rates.'"
- Base Rates vs. Judgement: "If you look at every two-for-one trade you could have made to come down out of a position in the first round... between 60% and 70% of the time, you are more likely to do better on that stat if you take two lower picks instead of one. You can overcome a 60% base rate if you are 65% diagnostic that a player is better, but you have to have a track record that justifies that kind of confidence."
- The Rarity of Skill: "There are individuals who actually can pick stocks better than the market. It’s just that they’re very rare. General managers who are very sure of themselves think they can discriminate like that. But the question is: what’s the track record? Are you keeping score?"
- AI vs. Analytics: "AI has better branding than analytics and data science used to, and it’s got a better user interface for the world. People are listening to models more because they're in the guise of 'AI' instead of a geeky guy with a spreadsheet."
open.spotify.com/episode/3cu…
Thanks, guys. Always good fun.
If you're one of the 7, we've got a good one for you this week. Fresh off a trip to Pittsburgh, NFL Draft analytics OG @bcmassey joins to discuss whether scouts matter, can anyone provide alpha differing from consensus, positional value, & more.
open.spotify.com/episode/3cu…
Thanks, Benjamin. It's extraordinary. The work these guys are doing is so impactful.
Always enjoyed listening to these guys on @WMoneyball. A shame!
nytimes.com/2026/04/03/clima…
cc @bcmassey
Cade Massey retweeted
Ezra Klein: "Having AI summarize a book or paper for me is a disaster.
It has no idea what I really wanted to know and wouldn't have made the connections I would've made. I'm interested in the thing I will see that other people wouldn't have seen, and I think AI typically sees what everybody else would see.
I'm not saying that AI can't be useful, but I'm pretty against shortcuts.
And obviously, you have to limit the amount of work you're doing. You can't read literally everything. But in some ways, I think it's more dangerous to think you've read something that you haven't than to not read it at all.
I think the time you spend with things is pretty important."
@ezraklein
More like this please. Maybe someone start a "Trust the Variance" story-a-day site? A week? A month?
“Trust the variance”
Nice to see @JezData highlighted in this Max Greyserman article
Cade Massey retweeted
Terrific from @tylercowen: "If by any chance you are wondering how to make yourself smarter, learn how to appreciate almost everybody, and keep on cultivating that skill."


























