From the episode

why am I spending so much of an opportunity cost to get a Drake May or a Caleb Williams when I could get similar production later on

STACKED’s take

Negative signalValue

Williams' ADP inflated; similar late-round QB production available at better value.

Joe Pisapia questions the opportunity cost of reaching for Caleb Williams in early rounds when similar production can be obtained from late-round quarterbacks, allowing draft capital to be allocated to premium wide receivers instead. The implication is that Williams' ADP is inflated relative to his expected production advantage over later-round options.

Caleb Williams headshotCaleb WilliamsQB · CHIPlayer page — value, ADP, projections, and every insight