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The Incentives Lab
HBT-COG-0421 · Dimension COG · Cognition

Kelly Criterion

Bet size optimized to maximize long-run growth without ruin.

Probability·Mental Model·Grade B·draft· enriching…

Scientific Definition

Bet size optimized to maximize long-run growth without ruin.

Plain-English Definition

Bet size optimized to maximize long-run growth without ruin.

Feynman Explanation

Bet too big and you blow up. Bet too small and you starve.

Core Principle

Bet size optimized to maximize long-run growth without ruin.

Mechanisms

Psychological

Pending editorial review.

Behavioral Economic

Bet size optimized to maximize long-run growth without ruin.

Neurological

Pending editorial review.

Evolutionary

Pending editorial review.

Sociological

Pending editorial review.

Computational

Pending editorial review.

Systems

Sizing big bets so the org can survive losing them.

Inputs (Triggers)

Pending editorial review.

Outputs (Behaviors)

Pending editorial review.

Behavioral Signature

Bet too big and you blow up. Bet too small and you starve.

Examples

Everyday
  • Position sizing in investing and in capital allocation.
Modern (Organizational)
  • Sizing big bets so the org can survive losing them.
Historical

Pending editorial review.

Famous Experiments

Pending editorial review.

Design Principles

  • Size every major bet by survivability, not just expected value.

Measurement Approaches

Pending editorial review.

Evidence

Evidence Grade
B (A strongest → E speculative)
Replication
★★★☆☆
Intervention Confidence
3 / 5
Consensus
Pending editorial review (HBT v1.0 auto-seed).
Limitations
Pending editorial review (HBT v1.0 auto-seed).
Open Research Questions

Pending editorial review.

Primary References

Pending editorial review.

Signature Section

The Perverse Incentive Lens™

How this behavior is exploited — and how to redesign around it.

Exploitation
Sizing big bets so the org can survive losing them.
Amplifying Incentives
Sizing big bets so the org can survive losing them.
Org Failure Modes
Sizing big bets so the org can survive losing them.
Societal Failure Modes
Pending editorial review (HBT v1.0 auto-seed).
Ethical Considerations
Pending editorial review (HBT v1.0 auto-seed).
Redesign Strategies
Size every major bet by survivability, not just expected value.
Diagnostic Questions
  • Size every major bet by survivability, not just expected value.
Warning Signs

Pending editorial review.

Red Flags

Pending editorial review.

Intervention Playbook
Individual
Size every major bet by survivability, not just expected value.
Team
Pending editorial review (HBT v1.0 auto-seed).
Organization
Pending editorial review (HBT v1.0 auto-seed).
Policy
Pending editorial review (HBT v1.0 auto-seed).
AI Implications
Detection
Pending editorial review (HBT v1.0 auto-seed).
Measurement
Pending editorial review (HBT v1.0 auto-seed).
Mitigation
Pending editorial review (HBT v1.0 auto-seed).
Responsible Use
Pending editorial review (HBT v1.0 auto-seed).

Interactive Mini Network

Click any neighbor to re-center the graph and follow the threads of connection.

HBT-COG-0421 · COG
Kelly Criterion
KCBRBase Rate FallacyBRBayes' Rule (Updating)BTBayes' TheoremBUBayesian UpdatingBLBeginner's LuckBSBlack SwanCoCoincidenceDiDistributionsErErgodicityFEFermi Estimate

Knowledge Graph Neighbors

Version History

v1.1.0 · 2026-06-28Initial auto-seed from corpus.