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The Bill Simmons Podcast

The Chiefs Are Done, Pittsburgh Hates Us, Lamar Is Missing, Guess the Lines, and Some NBA Stuff With Cousin Sal

108 min episode · 3 min read

Episode

108 min

Read time

3 min

Topics

Investing, Fundraising & VC, Software Development

AI-Generated Summary

Key Takeaways

  • Chiefs Dynasty Collapse: Kansas City's loss to Houston drops them to a near-certain playoff elimination, going 3-7 against teams with winning records this season. The Chiefs beat only Baltimore, Detroit, and Indianapolis among quality opponents. Patrick Mahomes, Andy Reid, Travis Kelce, and Chris Jones are all showing measurable decline simultaneously, suggesting this isn't a one-year slump but a structural end to a seven-year dynasty run.
  • Fourth-Down Decision Framework: Andy Reid's decision to go for it on fourth-and-one from his own 30 in a tie game with ten minutes remaining represents a critical strategic error. When your defense is the superior unit on the field and the opponent has scored one touchdown in three of their last four home games, punting preserves field position and momentum. Gambling on offense when defense is winning the game is statistically and situationally indefensible.
  • Lamar Jackson Decline Signals: Jackson has averaged roughly seven fantasy points over his last three weeks, shows no scrambling threat, and posts consistently poor numbers against the Steelers and Chiefs in high-stakes situations. His record against those teams in January is notably bad. The historical parallel to Daunte Culpepper, Randall Cunningham, and post-suspension Michael Vick suggests a quarterback can peak and not recover, making Jackson's MVP-tier status genuinely questionable.
  • AFC Playoff Seeding Structure: The AFC playoff picture is settling around Buffalo as a top seed, with Jacksonville potentially claiming the two seed after winning four straight while allowing one touchdown in three of those wins. Houston sits at eight and five with wins over Baltimore, San Francisco, Jacksonville, Kansas City, Buffalo, and Indianapolis. The chargers-Texans Week 17 matchup likely determines the six versus seven seed positioning.
  • Josh Allen MVP Case: Allen's performance in a snow game against Cincinnati — producing locomotive-style scrambles for massive gains when receivers appeared to be getting short yardage — strengthens his MVP argument at 14-to-1 odds, which Simmons identifies as undervalued. If Buffalo defeats New England in Week 15, Allen's statistical and situational case becomes comparable to or stronger than Drake May's, who benefits from a rookie contract narrative.

What It Covers

Bill Simmons and Cousin Sal Producers break down a pivotal NFL Week 14, centering on the Kansas City Chiefs' collapse from dynasty to playoff elimination after losing to the Houston Texans, while analyzing Lamar Jackson's alarming decline, Josh Allen's MVP case, the Jacksonville Jaguars' surprising rise, and the broader AFC/NFC playoff picture with 108 minutes of game-by-game analysis.

Key Questions Answered

  • Chiefs Dynasty Collapse: Kansas City's loss to Houston drops them to a near-certain playoff elimination, going 3-7 against teams with winning records this season. The Chiefs beat only Baltimore, Detroit, and Indianapolis among quality opponents. Patrick Mahomes, Andy Reid, Travis Kelce, and Chris Jones are all showing measurable decline simultaneously, suggesting this isn't a one-year slump but a structural end to a seven-year dynasty run.
  • Fourth-Down Decision Framework: Andy Reid's decision to go for it on fourth-and-one from his own 30 in a tie game with ten minutes remaining represents a critical strategic error. When your defense is the superior unit on the field and the opponent has scored one touchdown in three of their last four home games, punting preserves field position and momentum. Gambling on offense when defense is winning the game is statistically and situationally indefensible.
  • Lamar Jackson Decline Signals: Jackson has averaged roughly seven fantasy points over his last three weeks, shows no scrambling threat, and posts consistently poor numbers against the Steelers and Chiefs in high-stakes situations. His record against those teams in January is notably bad. The historical parallel to Daunte Culpepper, Randall Cunningham, and post-suspension Michael Vick suggests a quarterback can peak and not recover, making Jackson's MVP-tier status genuinely questionable.
  • AFC Playoff Seeding Structure: The AFC playoff picture is settling around Buffalo as a top seed, with Jacksonville potentially claiming the two seed after winning four straight while allowing one touchdown in three of those wins. Houston sits at eight and five with wins over Baltimore, San Francisco, Jacksonville, Kansas City, Buffalo, and Indianapolis. The chargers-Texans Week 17 matchup likely determines the six versus seven seed positioning.
  • Josh Allen MVP Case: Allen's performance in a snow game against Cincinnati — producing locomotive-style scrambles for massive gains when receivers appeared to be getting short yardage — strengthens his MVP argument at 14-to-1 odds, which Simmons identifies as undervalued. If Buffalo defeats New England in Week 15, Allen's statistical and situational case becomes comparable to or stronger than Drake May's, who benefits from a rookie contract narrative.
  • Quarterback Asset Valuation Shift: The Drake May versus Patrick Mahomes trade value debate has shifted. May at 23 years old on a rookie contract versus Mahomes at 31 next season represents an eight-year age gap that now makes the exchange genuinely debatable for a rebuilding franchise. Mahomes' lost deep ball accuracy — a documented issue for two consecutive seasons — combined with age trajectory makes this a legitimate front-office framework question entering the 2025 offseason.
  • Guess the Lines Scoring Methodology: Cousin Sal leads the season series ten to eight after Week 14. Consistently accurate guesses cluster around two-and-a-half-point spreads, which both hosts attribute to algorithmic line-setting replacing traditional oddsmaker judgment. The Eagles minus-12.5 against Las Vegas and Seahawks minus-10.5 against Indianapolis represent the clearest value windows, while Steelers lines remain the most difficult to predict correctly across the entire season.

Notable Moment

Simmons reveals that Tom Brady never played a meaningless regular season game across his entire career — every game carried playoff stakes from 2001 onward. The contrast with Mahomes potentially finishing 2024 in a game with zero postseason implications reframes just how complete and sudden the Chiefs' organizational decline has become in a single season.

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Episode Transcript

This episode is brought to you by Michelob Ultra. Those superior moments in the game, like dropping a buzzer beater at the last second are worth it. It feels so good. And have you noticed all the smoothest plays are served ice cold, just like Michelob Ultra. That's why Michelob Ultra, it's one of the reasons it's the official beer partner of the NBA. Or maybe it's because it's a superior light beer with a smooth, refreshing taste and only 95 calories. Or maybe it's because they're giving fans a chance to win amazing prizes, including courtside seat tickets. Michelob Ultra Superior is worth playing for. Enter now at michaelobultra.com/courtside. Michelob Ultra Courtside twenty five twenty six, no purchase necessary, open to US residence 20 '1 plus, begins on 10/01/2025, ends on 06/30/2026. Multiple entry periods. See official rules at michaelobaultra.com/courtside for free entry entry deadlines and prizes and details. The Bill Simmons podcast is brought to you by the Ringer podcast network. We have a new episode of the rewatchables coming on Monday. We did a movie called shampoo, which is a pretty famous movie that had some a few Oscar nominations. Came out fifty years ago. Warren Beatty, Goldie Hawn, Julie Christie, Jack Warden. And the reason we did it was because we had a special guest. It was me and Sean fantasy. And special guest, Cameron Crowe, one of my favorite directors. We still have not done almost famous on the rewatchables, but yet Cameron Crowe is on, but, he brought an unbelievable gift. We went for over two hours. We tied it to a lot of his if you like Cameron Crowe movies, watch shampoo, and then listen to this rewatchables because it's great. So that's my first plug. Second plug, we're launching, we're recording it tomorrow afternoon, Pacific time, and then it's gonna run on Monday night. Max Kellerman, Rich Paul. The podcast is called game over. It's gonna be Monday, Wednesday, Fridays. I am really, really excited about this one. I might even go to the taping tomorrow. They're gonna talk sports, culture, all kinds of things. And, I think this is gonna be a really good podcast. We even got some free PR from Steven a. That was great. Thank you for the twenty nine minutes. We we didn't even have to, like, purchase it. It was awesome. One thing though, he did mention me a couple of times, as you know, I like Steven a. But he wondered why I didn't ask him about what he said about max when he was on my podcast. And the reason I didn't ask him was because he was on my, I looked it up. He was on my podcast in July 2023, and then all the stuff he said that I didn't really like was on Joe Budden's podcast two months later, where I, I, I just thought, some of the stuff he said about max, I just didn't like it and I would …

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