From the episode

It's nothing against Drake May. Obviously, he got A.J. Brown, the piece he's needed...it's all market-based. It's how the market is pricing him and how you can find similar pieces at a much more affordable price.

STACKED’s take

Negative signalValue

Market pricing too high; similar production available at cheaper ADP.

Matt Harmon notes that while Drake May got A.J. Brown and Dobbs as great additions, making the offense much better in pieces around him, his fade is purely market-based, not skill-based or scheme-based. The market is pricing him too high relative to similar production available at more affordable prices later.

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