More Data, More Prospects?
I started writing this article with an eye on it being brief because much of the rest of Prospect Week was not, and that’s part of what brought this piece about. The Board is out of control, growing and expanding like The Blob, consuming more rows and columns by the day, threatening to create a paucity of digital space once thought infinite. Since 2017, when we first breathed life into The Board, the amount of info we display there has grown and the number of players included has doubled from just over 600 to just over 1,200.
A little over a year ago, once we realized this was happening, Kiley and I began asking ourselves why and whether or not it was correct. We answered the latter question pretty quickly. It became more rare for players we didn’t cover at all to the reach the big leagues or be traded, which was better for readers. Carson Cistulli had a harder time finding Cistulli’s Guy prospects he felt strongly about, which was an indication that we’d plugged a statistical hole in our boat (until Alex Chamberlain’s Peripheral Prospects series arrived and helped highlight an age-related one). Plus, we received few accusations of frivolousness from industry contacts, though there was some, citing opportunity costs. Mostly, while mindful that not all of them will, we decided we liked it better to cover all the players we thought could make a big-league impact rather than work with a cap. It most aligned with what the goal would be were we running a hypothetical 31st team, and it is this statement that I ask you to put in your back pocket for later on.
We accepted that this rate of expansion was not a stated goal, not something we did intentionally, but rather something that we allowed to continue happening once we recognized it. But we still needed to consider why this occurred. We got better, at least I’d like to think so, at both sourcing and at seeing players ourselves. And as we improved at identifying prospects, diving into the mesopelagic zone of the minor league player pool, the industry also got better at making them. Tech enabled better and more widespread understanding of the biomechanical variables that contribute to things like velocity or power, and athletes sought to train for those variables. Capital-B Baseball’s collective improved its understanding of how to manipulate the lowercase-b baseball in order to make it move more effectively. The way certain pitches fit together like out-getting puzzle pieces and the ways teams developed pitchers became more precise. Even casual baseball fans are no doubt aware of what impact this has had at the big league level. More fastball velocity, more home runs, and more strikeouts as a byproduct of both pursuits. Your aesthetic mileage may vary, but players are getting better.
The proliferation of this knowledge and the way it changed teams’ behavior made it clearer why some guys were outperforming their obvious, on-the-face tools (or not), and that we needed to find a way to skim the minors for players with those traits at scale. With that in mind, we began sourcing TrackMan data.
Take Phillies righty Julian Garcia, for instance. In the days of yore, Garcia’s statistical performance would have caused me to ask scouts about him, the scouts would’ve told me his fastball sits 87-90, and that would’ve severely damaged his ability to make the Phillies list. At his age and level and with a fastball at that velocity, he’d be a low-priority topic on a call with a scout with limited time to chat.
But Garcia’s pitch data makes him very interesting. His fastball spins at 2700 rpm on average, which is incredible on its own but especially amazing at his velocity. It’s freaky enough to do more digging. And yes, scouts like Garcia as a pitchability depth starter. He has a deceptive overhand delivery, his changeup and curveball dovetail nicely, and he throws strikes. He gets a 35+ FV designation, a player who’s still fairly likely to be an upper-level depth arm but who has a characteristic that is rare or unique or special in some way, perhaps giving him a chance to be more.
Theoretically, this should apply to player evaluation and development across baseball’s global theater. The industry, as a whole, should be getting better at identifying and improving players. Last week, Driveline Baseball published another early installment in a series of studies in which they attempt to quantify player development success monetarily. Based on their findings, some teams are several hundred millions of dollars in the black. Driveline is incentivized to conclude that teams should be spending more on player development because Driveline is in the player dev business, and I read that study with that in mind, but I didn’t have any methodological qualms with it.
Regardless, it’s obviously true some teams have been better at developing players than others, and without even reading the study, you can probably guess who the top few teams are. Most clubs have a clear understanding of pitch design, and some are still working to catch up on building the technological infrastructure that will help put that understanding to good use, but everyone is improving.
Now recall that 31st team bit I asked you to stash earlier. I submit that the industry’s ability to identify and nurture players, especially pitchers, is now so good as to merit league expansion. For example, there is a great big bubble of relievers of roughly the same quality who are constantly being shuttled back and forth from Triple-A to MLB while they have option years remaining. Pre-arb relievers with option years remaining are less expensive and make it less likely that your bullpen gets overtaxed since you’re constantly cycling them to and from the minors. Once they hit arbitration and/or are out of options, it’s sink or swim. At that point they’ve either seized a permanent roster spot with their current club, or they get traded to a motivated team for which they represent an upgrade to current relievers, or they become DFA hot potatoes.
It seems likely that the next CBA will feature changes to early-career compensation and perhaps option years, and then team behavior could change. For now, this strategy is an indication that teams feel comfortable handing quite a few innings to players who are spilling over into Triple-A, which I think supports the notion that the current talent level would enable expansion.
This principle arguably applies to position players too. I’ll concede that the industry seems less good at evaluating and developing hitters (vision and cognition are tougher nuts to crack), but it’s starting to show signs of seeing value in changing personnel based on game state, an evolution of the platoon concept extending beyond left/right to offense/defense and even some swing plane/pitch plane consideration. Expansion might create more aesthetically diverse baseball. Diluting the hitter pool by about 43 (two teams worth of expansion hitters plus a universal DH, which I’m not personally for but seems likely) means a lot of the names you seen bouncing around the transaction wire will just have a firm foothold on a roster spot somewhere, and I submit that those players are often colorful and interesting in some way.
These thoughts come at a time when the player pool is poised to shrink via proposed minor league contraction. MLB owners have the financial capability to maintain the minor league affiliate status quo and pay minor leaguers a living wage, this is not a zero sum situation. Ideally, they’d do so. They shockingly don’t seem inclined to consider arguments grounded solely in morality, arguments that often hypocritically ignore that minor league owners are also rich folks who are taking advantage of cheap, intern-heavy labor, and who wear an Affordable Family Fun t-shirt as they sell you a $7 beer and fill your ears and eyes with nine innings worth of advertising. Americana.
Teams currently have individual financial incentive to cast a wide net in the minors and apply well-funded, sound player development concepts to create big-league role players. Even under the proposed new minor league salaries (which are still meager), when you compare them to Craig Edwards’ prospect valuations, you need only turn a couple non-prospects into either a big leaguer or tradeable prospect to justify the cost of six or seven affiliates worth of other players. For organizations with good scouting and development, the juice is worth the eight-affiliate squeeze.
But that’s not how the owners, collectively, behave. As is the case with a new data-sharing policy, owners act in a way that saves everyone money rather than rewarding those more willing to spend it wisely in pursuit of on-field competitive advantage. Branch Rickey turns over in his grave but everyone goes home with a heavier wallet. Is expansion to Portland or Mexico City or elsewhere a long-term, financial benefit for MLB? Based on Rob Manfred’s comments here it is, and in the past it’s mentioned hand-in-hand with playoff reformatting, which was raised again this week.
Consider the notion that disrupting the current amount of minor league teams — a structure that has gotten us to a place where there’s enough talent to support expansion without diluting the level of baseball too terribly — might de-stabilize long-term comfort with expansion. Owners with any degree of confidence in their baseball ops staff (or themselves by extension, since they hired the people who run ops) should already have financial incentive to have a deep minor league system of well-funded, developing athletes. Perhaps they need a few collective nudges to truly reconsider contraction.
Eric Longenhagen is from Catasauqua, PA and currently lives in Tempe, AZ. He spent four years working for the Phillies Triple-A affiliate, two with Baseball Info Solutions and two contributing to prospect coverage at ESPN.com. Previous work can also be found at Sports On Earth, CrashburnAlley and Prospect Insider.
Nice comments on minor-league contraction.
You are tripping over some of the right points. Data and machine analysis is leading to more false positives as in overvaluing mediocrity. It certainly isn’t yielding increased accuracy. If we were conducting a Google search, the worse search has 1200 players and the better one has 600. That’s your expanded player pool. Identifying great players and cultivating long, healthy careers with great peaks is not particularly happening, but yeah some guy has some elite spin rate somewhere. Turnover and mediocrity is the lifeblood of the industry that makes a living from selling analysis and development.
This article wound up in a very different place than I expected it to, and is one of the better arguments I’ve seen for expansion, which I have been pretty skeptical about. I think the argument against it is that with baseball failing with Tampa Bay, you probably have to find three cities and not just two.
But expansion does solve the minor league contraction issue nicely by giving another 8 (I think) affiliates a chance to stick around (which, based on Craig’s articles, seems about the right number to stick around), and gives way more players a chance to compete so it would make the union happier. And on top of that, if MLB really wanted to give more teams a shot at the playoffs, you could put 4 teams in a division and it suddenly you have one fewer team to jump over to get your ticket to a 5-game series punched.
It’s funny because I was pretty convinced expansion was a bad idea on all counts, but the league’s increasingly frustrating behavior on about 3 or 4 hot-button issues has suddenly made it seem more of a good idea. I can’t decide if that actually makes it a good idea or if it just enables MLB’s bad behavior.
(EDIT: What I mean by this is, the league has created a whole bunch of problems with MiLB contraction, the union, and the playoffs, and this would solve a bunch of them…does that make expansion a good idea? Or a bad one?)
For the argument about where the MLB should expand, I just also remembered this: https://tht.fangraphs.com/tht-annual-2018/mlb-needs-to-expand-heres-where/
Portland or Vancouver, Raleigh, Montreal, and maybe Austin seem like they’re far enough away that teams might not be able to block the territorial rights.
Nashville, New Orleans, and either Raleigh or Charlotte would be my top 3 metro areas that could sustain an MLB team and don’t overlap much with a current franchise.
I think, just in terms of providing more information, you guys should look at Hagerty and Aaker’s 1984 article “A Normative Model of Consumer Information Processing.”
It’s a nice introductory piece on trying to figure out the value of looking for and obtaining additional information when making decisions. It basically thinks about whether or not the cost of obtaining additional information is worth it. I think it’s a great framework around which to organize information acquisition and presentation, especially when one lives in a probabilistic universe and there’s no way to completely remove error for any projection. At a certain point, the juice isn’t worth the squeeze.
People (and firms) have limits to their data processing capacity (even if it’s just a time limit). Thinking about smart limits on data presentation is, for me, something I don’t find people talk enough about- everyone wants MORE data, but not enough people have an analysis plan of how that data is going to contribute to their decisions.
Mooooooney post
i don’t think those arguing that minor league players should be paid something more than peanuts care whether it’s MLB owners or MiLB owners that pay them. and yea they’re not gonna care about morality arguments, the only way this happens is the MLBPA decides to make it an issue
Asking MLB owes to have a ratonal policy about baseball is akin to asking Trump to have a rational environmental policy.
Really enjoyed this piece, Eric. Love to hear your thoughts on these topics more often!
Can’t you reasonably make the argument that more information is making teams more efficient at sifting the wheat from the chaff? It seems to me that the natural progression is for teams to need fewer minor league teams because they will become better at targeting the correct players to invest in. You may need a few more teams to support expansion, but I think it is reasonable to think that an individual MLB team will not need as large a farm system in the future because it will better be able to focus resources on the right talent.
Frankly, this would also allow players who are good, but not good enough, to learn that earlier and move on with some other career. Chasing your dreams is romantic. Minor league baseball is hard when you aren’t a top talent though. Meanwhile, your competitors in the job market are learning the craft while you’re riding the bus to Great Falls. Player salaries are obviously a joke, but beyond immediate concerns like just being able to make rent, non-elite players are also losing an opportunity to set an solid platform for building salaries in other fields.
In short, we may like following all these players and being overloaded with the information, but the point is to find and develop MLB talent, and the roster is only so big.
I’m not sure if I have a precise reason why this is the case, but I found this article to be especially fascinating and very thought-provoking. Thanks for the piece and all the hard work that went into prospect week (and continues year-round)!
Really great stuff. Especially about the value owners derive from MiLB.
Nice article. Good to know, etc.
Please never leave us Eric. There would be a hole in my heart if articles like these were no longer written at FanGraphs.
If this article is even a HINT at how well-written the joint book will be…que bueno!
Glad to hear there’s some pushback…It’s fun in it’s own way to find a role for everyone, which I think is what prospecting has turned into to the largest benefit of the owners who dream of the MLB as the NFL but baseball, but it’s created this environment where being a highly skilled star or starter is not perceieved as valuable (especially as those sweet powerful years of control shrink in number) as in the past even though winning in sports has actually become *more* star driven and not less