If you listened or watched The Move, probably the main point was Tadej Pogacar not Del Toro.. I think Johan said it fairly straight, if Del Toro were to switch teams, Pogacar still exists. Johan also discussed some of the benefits and opportunities that will likely come Del Toro's way by teaming up with Pogacar instead of racing against him. Del Toro is simply untested. Especially his only leadership role was accidental and had he started the Giro as the leader, Juan Ayuso and others dedicated to him, ala Pogacar in every race things might have looked different.The move had a podcast talking about Del Toro and Pogacar and how can they coexist in the same team. For me it's clear they can't when Del Toro reaches Pogacar's level (a big if).
Del Toro looks to be a future contender in hilly monuments and he will never fight for them in the same of Pogacar. GTs is another story.
In a few years Del Toro will be a real force, Johan sort of waffling when asked if Del Toro could go blow for blow with Vingegaard in high mountains
