From the episode

the opportunity cost is just pretty extreme when it comes to like Josh Allen and the players that go around him... Josh Allen has to finish QB one overall for him to pay off there.
Mentioned at 6:43 – 12:01Captured by STACKED 15 hr after posting

STACKED’s take

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Allen's high ADP creates an extreme opportunity cost that is hard to justify.

Tyler Orchinski and Wyatt Bertalone are fading Josh Allen at his current ADP. They argue the opportunity cost is too high, as drafting him in the third or fourth round forces managers to pass on high-value players like Zay Flowers, Kyron Williams, or Breece Hall. They believe Allen must finish as the overall QB1 to justify his price, which leaves little room for error.

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