OK here at the initial stages, starting watching the stage for the second time in a row, there's room for further considerations.
While things went on before my eyes, thought about how the stage would have ended up, if Mikkel Honoré had not eyed a gap behind, hence a full pull leadout to Carapaz, shortly into Finistre.
After that, it was according to the EF plan to let Carapaz do what he do best; attack Del Toro.
And then the nature of the race and the fiery temper, the situation the two between was locked.
I would venture the claim that Del Toro over 18km Finistre was loosing time, compared to Yates, well helped by non-uniform ride with plenty attacks in Carapaz-Del Toro group, compared to Yates steady full pull to the top.
Ofc Yates got easy seconds in stall mate games down behind. But even when Carapaz pulled over longer sections, Yates pulled away from them where it started to hurt.
But in my eyes, that is the inner logic of the race; Carapaz must use his weapon against Del Toro. He tried hard from the bottom of the climb. He made sure of several counterattacks.
Here it's easy to be wise in hindsight.
I think not only EF but most people expected Del Toro to crack up Finistre with bombardmrns of Carapaz attacks. Should EF really have invested in driving a bus for Del Toro to the throne until the last 2-3 kilometers of Finistre? Knowing that UAE would very well have the upper hand afterwards towards Sestrieres?