f4p wrote:Doctor MJ wrote:f4p wrote:
sure. but i also think i would be more sympathetic if steph's assists flew up and his volume went down but his TS% went up, indicating he was foregoing shot attempts in the face of tremendous defensive pressure. then i would just be penalizing him for giving up the ball. but i look at things like the first 3 games of the 2015 finals before the warriors lineup change where both the warriors and steph struggled, look at the struggle for both steph and the warriors against a non-elite defense in the 2016 cavs, look at the rockets switch-everything defense giving the warriors and steph trouble in 2018 (when healthy), look at the same defense giving steph one of his worst series ever in 2019 (with the warriors mostly surviving on KD going off individually). it feels like the warriors biggest struggles are around times when steph himself was limited, indicating to me that the two aren't unrelated and we didn't just see steph putting up lower numbers but his team still cruising.
To me you're saying here that you'd get it if Steph's numbers changed like an on-ball player's numbers would be expected to change if the defensive pressure on him compelled him to pass, but with Steph playing a distinct role where there is no such box score transition you're left feeling like Steph's just getting stopped and thus less valuable.
To which I'd say: The nature of the rover position is that anyone used to traditional box score methods of analysis will likely underrate the player's impact in such circumstances. Because if your job is to get a shot by roving, and the defensive pressure is so extreme this is prevented, it means you're not getting the ball rather than getting it and passing it. To the box score, the player looks as if he's doing nothing...but the box score is wrong. He's constantly running and distorting the defense which allows other players better opportunities, that just don't show up on his personal box score.
okay, but again i don't think we can just treat steph as some sort of non-box score player. he has regular season numbers that make hakeem look like he forgot how to play basketball. yes, teams try different things in the playoffs, but teams aren't just running 2 guys around with steph for 48 straight minutes in the playoffs while kevin durant takes wide open 3's. steph gets the ball, a lot. steph still runs the same PnR-trap-get ball to draymond for 4v3, a lot. steph could theoretically isolate almost any time he wants and i honestly think he should have done it more. maybe it's like the previous project post, and he just couldn't. even for guys who have the ball a lot, the defense isn't just directly forcing more assists and less shots. they are coming up with novel approaches to try to limit those guys, even their assists after they pass.
Oh I'm not suggesting that we should ignore Curry's box score, but consider this:
In the regular season, Curry has a career WS/48 of .203.
In the post-season, Curry has a career WS/48 of .190.
Keep in mind that aside from the fact that this really isn't a big drop, it still puts Curry as 16th in history by WS/48 rate in the playoffs by bkref's list.
In general what I'd say is that a metric like this should never be expected to capture Curry's impact, and if you're talking about playoffs making a dent in those regular season numbers, a drop like this is pretty understandable.
Re: think Curry should isolate more. That's an understandable view. I'd again point to the fact that this is fundamentally about coach Steve Kerr's philosophy. Now, that doesn't mean it can't ding Curry on your GOAT list, it is what it is...my big objection would be in the idea that Kerr's philosophy has held the Warriors back. It may well have held Curry's box score back, but I think the team results speak for themselves.
Now, if you're arguing for a guy from a different era with even more team success, I get it.
But if deep down you have this feeling of skepticism toward Curry and the Warriors having watched them through this era, honestly, I think you need to really examine what you think you know, because you're really missing the greatness of the era before your eyes.
f4p wrote:And so we should never expect box score data to effectively evaluate the value of a rover, and we should expect that particularly for this type of player you really can't conclude much at all analytically without impact data.
And of course, if the impact data I saw made Curry look like he really wasn't all that effective in the playoffs, I'd see things differently...but that's really not what the data says.
i just don't think the playoffs are so different for steph curry specifically that we can't look at his reduced box numbers and say that he has the same similarly poor resiliency to other guys whose numbers drop off (especially older guys for whom we'll never have impact numbers).
So, above I got the impression you objected to throwing out Curry's playoff stats entirely, which I thought was quite reasonable.
This part of the post seems to be suggesting that we have to treat Curry as if he's identical to others who played different role with a similar production drop off because others have a similar drop off and we lack the impact data to allow them the "fairness" of being compared apple-to-apples with that metric. I object on a number of levels here:
1. There's absolutely no reason to equate guys simply because their box score drops a similar percentage unless we think they played basketball the same way.
2. Refusing to use all the tools we have for modern players simply because we don't have them for historical players is tying your hands behind your back. It's one thing if you literally don't believe in the value of what we call impact metrics, but if you see the value in the concept, you should use it where you have it.
What to do with historical players? Always, we just do our best to estimate these things. Not saying you should "guess" at a +/- number and use it like it's gospel, but I think we need to realize that that's kind of what we do with missing information all the time. Whatever your holistic assessment of a player is given the data you have, there exist numbers for the data you don't have that if you found them out, it would strike you "that's about what I'd expect", and what that says is that you're already effectively making such a guess whether you realize it or not.
f4p wrote:Beyond there's this thing where I just struggle to understand how anyone can think of these Warriors as playoff disappointments if they are taking in the entire picture. We're talking about a team that has won way more championships and playoff series compared to anyone else in the time frame, and who has also upset other teams (by standard measures, SRS, W/L, etc) more than they've been upset.
I feel like people really have run with what happened in a 3-4 loss to the Cleveland Cavaliers and let it define the foundation of their idea of Curry and the team. Oh sure people will also bring up '14-15's statistical struggles, but there we're literally talking about a team that won the championship and won at least 3 games in a row in every series - 3 times to close out the series, 1 time to go up 3-0 and basically clinch the series. If that's a critical part of the argument against them, then to me it shows how hard it is to justify the argument.
so i would say nba history says that the nba is predictable. "team with lots of talent in their primes, who all fit together" tends to be "team who wins" in most seasons. mikan won 7 of 8. russell won 11 of 13. jordan 6 of 6 or 6 of 7. magic and bird basically traded off 8 out of 9. the warriors got 3 very good players all with completely overlapping primes and then threw iggy on top of it and then threw durant on top of that. to go back to the steph/draymond synergy, not only did the warriors have that going for them, but then the 3rd member of the triumvirate, the 2nd offensive option, also happened to be one of his eras great off-ball players to fit perfectly with another off-ball player. and even iggy basically was just a mini-draymond like klay was a mini-steph, a high IQ point forward who was a generational wing defender. and they were all perfect for the new paradigm. a paradigm shift they helped usher in, but i tend to think of steph as the spark that lit the kindling that 10 years of 3-point analytics had laid on the forest floor. if you want to credit the front office, that's great, but these players could not have gotten luckier to have a better fit around them with perfectly overlapping primes. and again, they still got 3 years of kevin durant to replace their weakest position and with their biggest need in isolation scoring.
they absolutely should have wrecked the league like they did. their biggest consistent competition was lebron. yes, lebron just finished #1 in this project and was epic, but i think we can safely say, years later, that kyrie irving doesn't seem like the best winner ever and kevin love practically became obsolete the day steph launched his first 30 foot three in 2015. and they arguably got lucky to beat that team 2 out of 3 thanks to injuries. and their other big opponent was the 2018 rockets, and well, they were losing to them until chris paul got injured.
and i think if they looked more like the 90's bulls, it would be different. the bulls had one oddball 7 game series in 1992 where they dropped the hammer in game 7 and then a "last stand" 7 game series in 1998 when jordan was 35 (remember, the warriors were basically all in their primes in the 2015-19 period) but otherwise had 4 playoffs with 4 losses or less, including one where they faced 3 straight +6 SRS teams. the bulls didn't seem to escape due to injuries like the 2015 or 2018 warriors in series where steph struggled. jordan never got within 1 minute of a title with a 23/4/4 series where he had more turnovers than assists. to me, that's probably the biggest thing. it's not that the warriors didn't win, but in another life where the warriors aren't leaps and bounds ahead of everyone (some would say light years) or not benefitting from injuries, some of steph's biggest regressions (which led to team regression) are viewed as super disappointing finals or conference finals losses and i think we're having a very different conversation. we can all pretend we don't care about ringz, but "guy plays worse and his +10 SRS team loses finals" just plays differently than "guy plays worse and his +10 SRS team hangs on against injured team".
and keep in mind, larry bird won 3 titles and was on a decade-long dynasty and is considered a guy who has talents and impact beyond the box score and yet his playoff regression, which is basically based on the box score, is part of why he's basically gotten no traction to this point in the project. so this isn't just a steph-specific penalty that's being applied.
So I think the biggest thing to point out here is that you're essentially assuming that the top teams should repeat as champions as a matter of course based on dynasties who played in eras decades ago when the NBA played basketball in a very different way with far less variance - both on the court (3's) and off (player empowerment etc).
If you're expecting that we're going to see mega-dynasties as a matter of course going forward, I think you're in for disappointment.
And if you're judging modern players based on that disappointment, this is a problem, because the reason modern teams are applying these high variance strategies is because on average they make the team better.
Re: Irving & Love not actually that impressive. I do think you should look at what their shooting numbers looked like in those playoffs. I'd argue they got pretty lucky, but if we assume there was no luck, the Cavs had some great shooting on the floor far beyond what the Jordan Bulls could muster, just as an example.
Re: losing until Paul got hurt. So this is you continuing to chip away on the Warriors' accomplishment by finding faults with their opponents. It seems to speak to an idea you have that the modern league and the competition it presents for a would-be champion is weak, and I'm sorry, but that just doesn't make much sense to me for the reasons I've already given.
In the last 20 years, we've watched this game transform in a way that's unparalleled unless you go all the way back to the 40s-60s duration, and the result is that all of these teams are better on average than what came before. How can you see that happen and come away so skeptical that the best of the bunch has been doing something amazing?
Also, regarding Bird, I nominated him and he'll likely be my #2 vote this time around.
f4p wrote:Re: Warrior struggles tend to come when Steph struggles. So 2 things I'd say here:
1. Shouldn't that tell you how central he is to the success the team has? It would be one thing if the team wasn't very successful, but when this is the team that's been the most successful of the era, if that success ends up depending on Curry, it speaks to how important he is, right?
i don't think i said he wasn't important. my pushback tends to be that the response to "steph struggles" has actually been "he really didn't because impact metrics, and also the warriors didn't struggle either". if people want to start from a "steph struggles and it causes his team to struggle" perspective, then we're closer to common ground.
Okay.
Though, I will draw a distinction between the times when Curry has actually struggled - which do exist - and times when defensive pressure just allowed the Warriors to respond the way Kerr developed his whole scheme to respond.
f4p wrote:I mean, I get it if you're using this as an argument for some guy in another era - I literally just voted for Magic over Curry - but I worry when it seems like people literally find Curry and the Warriors to be somehow disappointing, because to be perfectly honest, I don't know when we're going to have a team in the future have as much success as we've seen the Warriors have. While I'm bullish on the Nuggets, we could easily end up seeing the 2020s as the new 1970s where teams just can't reach dynastic levels.
sure, with load management and player empowerment and the seeming increase in important injuries, we may not get it again. but this is mostly just a front office thing, not some curry thing. curry on the hornets isn't doing this. curry with draymond and klay and durant is doing this. and just like the 1970's, it eventually ended and we got concurrent dynasties in the 80's and then the bulls in the 90's. a good draft pick here and a free agent signing there can shift the power in a league to one team, especially if all the other teams are similarly mediocre and can't rise up to challenge the new power.
Big thing: It ain't mediocrity. All these teams would win most games against any of those other eras.
Re: Curry on the Hornets isn't doing this. Leading a dynasty? No. Having comparable impact? Quite possibly. I don't see how anyone can look at '13-14 and think that Curry's impact required Klay, Dray, or even much of a coach beyond a guy being able to recognize that Curry was the team's best player.
f4p wrote:2. I think this ends up going back to the fact that Kerr's offense just plain works differently from other offenses. It's a complicated machine that kicks ass once it gets into a groove, but before that happens it affects the box score of all the players in a way that you don't get with a more typical offense.
I've always maintained that stuff people tend to think is a function of Curry is really more about Kerr. We know Curry can play point guard. We know he can run the pick & roll. In an offense that just focused on that, his production would look more resilient. But Kerr wants a scheme that activates his "strength in numbers" philosophy, and the Warrior front office recognized value in that prior to his hiring specifically relating to getting more out of Klay Thompson. It then ended up paying off even more with how it allowed the emergence of Draymond Green as a playmaker.
There are downsides to this of course that go just beyond the complication that people rightly point out. It means that certain types of basketball players who are in the league really just for their bodies can't seem to fit in. On the other hand though, because NBA scouting is so focused on particular forms of body talent, the Warriors have been able to slot in guys who have something missing as a prospect into great success, and it's not even necessarily the case that they are super BBIQ guys. Gary Payton II I think really exemplifies this. This is a guy who if he had an obvious outlier BBIQ would have been a high drafted prospect, yet despite lacking this, on the Warriors he's been super valuable because of things that have everything to do with Kerr's philosophy and Curry's gravity.
yes it is unique. and partly, the warriors lack of any real offensive success before kerr should show that curry is not just a "plug and play" top 5 offense. perhaps curry would have better volume stats in a PnR heavy team, but i'm not entirely sure why it would make him more resilient. as for GPII, i guess i'm not sure what you mean. he was valuable because he provided a lot of defense and then was able to be a respectable corner 3 point shooter on a team that could give him all those open looks (obviously because of curry). james harden got ben mclemore off the nba scrap heap and gerald green off his couch and turned them into valuable role players for a while.
Spoken someone who has never bothered to go back and check whether Curry was having huge offensive impact before Kerr got there.
Can Curry do it all by himself? No, no one can, but he showed plenty of evidence of offensive impact at the time if you were looking.
Re: GPII vs other guys. I mean we can have the conversation about how good each of these journeymen actually were, but my words spoke to far more than that.
f4p wrote:f4p wrote:
so i know i brought up some of this a long time ago in maybe thread #3 or #4 and you responded with a really good post and i never got a chance to respond, but i'll bring up what i brought up then. when steph's impact seemingly always looks good, whether he plays well or not (i'll say more when i respond to DraymondGold), it makes me question the value of the numbers and whether we're not just getting some weird lineup/draymond effect in the numbers and not really impact, per se.
I appreciate you being open about your concerns here. It's absolutely worth talking through.
On the broadest level I think the thing to remember is this:
The only reason why we shouldn't take +/- data to be THE defining estimation of player value in that context is noise.
That noise is a very real and massive concern...but when you're talking about something that's "seemingly always" happening, it starts becoming very problematic to chalk it up to noise.
Now, you're using the terminology of "weird lineup effect" rather than "noise", and I think it's worth getting into what exactly that could be. It's possible that in the end we can reduce that down to un-reproducible luck, so we can look at that...but with you saying "seemingly always", to me that doesn't really fit with the concept of "luck", unless you're talking about fit as luck, which we can discuss, but which I'm on record saying I think that this is an association to be very, very cautious about.
by lineup effect, i just mean i think certain players look way more impactful in certain situations than they would in others, even if when it comes to the playoffs, a lower impact person can be just as indispensable to a team reaching its peak level of play. i'll mention steve nash again since he's the best example i can think of. steve nash joins the suns and his team wins 33 more games, he wins mvp, the suns seemingly can't do anything without him. he must be the most impactful player ever! meanwhile, his old team the mavs are like "steve who?" as they replace him with dampier and go to a finals by year 2 and win 67 the next. so is steve nash valueless or worth 33 wins? or when i look at 2022 luka having poor impact numbers but then doing what someone like me, less attuned to the impact metrics, would expect and putting up a massive volume series and knocking off a star-less 64 win team like various other superstars have done to "deep but superstar-less" teams before. even ignoring squared2020's RAPM for hakeem, i have a sneaky suspicion if we ever get RAPM data for hakeem, he won't look amazing. for whatever reason, he'll be of the archetype that can lead teams to amazing titles without looking like an impact king. i think steph is just one of those guys for whom the impact metrics outstrip his actual value.
obviously, he's still great. i mentioned this back in an earlier project thread, but we tend to only talk about the negatives of a person when we're trying to talk them down the rankings and only the positives when we're trying to talk them up the rankings. so you get situations like:
"you guys think steph is 11th? you're insane if you think he's the 11th best player ever."
"so where do you have him?"
"12th."
now i'm not quite sure i have him 12th (and he won't survive to the next round to test that theory), but he's still right there in the bird/west/curry 12-14 range.
Re: in certain situations players look more impactful than others. I would say players ARE more or less impactful as context changes because this is an open field team game and always has been.
If you choose to have an approach here where you try to effectively normalize for fit, I get it, and you're not alone, but just remember that every player you've ever watched in any 5v5 situation had the same truth about them.
Do some players vary more than others in practice? Absolutely, but I think we need to be careful about not using that as a cudgel to unusual stars, particularly when said star has literally revolutionized the game going forward.
The next time there's a prospect that's seen as being able to play like Curry as good as Curry, teams will not hesitate to draft him first and build their franchise around him.
Re: Bird/West/Curry all close to each other, and close to getting your vote. Cool, glad to here you're not so extreme is your holistic assessment.