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The Incentives Lab
Learning path · 6 terms

Perverse Incentives 101

What you measure is what you destroy

Every metric eventually breaks. Not because metrics are bad — because rational people respond rationally to the rewards you put in front of them. Welcome to the part of the Atlas that ruins promotions for a living.

  1. 01
    Perverse Incentives · Universal Pattern

    Cobra Effect

    The founding story. British India. Dead cobras. A cautionary tale that won't quit.

    A reward designed to reduce X produces more X.

    Try it · 30 seconds
    Live · Pick the metric

    Colonial Delhi has too many cobras. The British offer a bounty per dead cobra. What happens?

    Pick the predictable outcome.

    Open the full definition →
  2. 02
    Perverse Incentives · Universal Pattern

    Goodhart's Law

    When a measure becomes a target, it ceases to be a good measure.

    When a measure becomes a target, it ceases to be a good measure.

    Try it · 30 seconds
    Live · Pick the metric

    You run a contact center. You tie bonuses to one of these. Which?

    Pick the KPI. Watch the side effects.

    Open the full definition →
  3. 03
    Perverse Incentives · Universal Pattern

    Campbell's Law

    Goodhart's cousin, with sharper teeth in social systems.

    The more a quantitative indicator drives decisions, the more it distorts the process it measures.

    Try it · 30 seconds
    Live · Pick the metric

    A school district ties teacher pay to standardized test scores. Three years in:

    What does the data show?

    Open the full definition →
  4. 04
    Perverse Incentives · Corporate

    CEO Pay-for-Stock-Price

    The biggest legal incentive distortion in modern capitalism.

    Pay tied to stock price encourages short-term price management.

    Try it · 30 seconds
    Live · Re-architect ceo pay-for-stock-price

    A CEO's compensation is 80% stock options. What happens to the buyback budget?

    Headline metric
    $200M

    Cash returned to R&D

    Side effect
    $1.8B

    Cash spent on buybacks

    Heavy stock-comp CEO

    Pay the CEO in options and the company will buy back its own stock. Pay them in cash with long vesting and they'll reinvest. The behavior follows the comp plan, not the strategy memo.

    Open the full definition →
  5. 05
    Perverse Incentives · Finance

    Annual Bonus Risk

    Why Q4 looks great and Q1 looks like a crime scene.

    Annual bonuses reward annual results — risk that blows up in year four with damage in year seven is rational.

    Try it · 30 seconds
    Live example · Re-architect Annual Bonus Risk

    Flip the incentive. Watch the side-effect move.

    Annual bonuses reward annual results — risk that blows up in year four with damage in year seven is rational. Caught in the wild: Trading desks rewarded for asymmetric bets.

    ● Live
    What gets measured
    Headline number the org is paid on
    088100
    What quietly moves with it
    Quiet damage the proxy hides
    074100

    In the room: Compensation cadence shapes risk-taking cadence.

    Counter-move from the Atlas: Multi-year deferred comp tied to long-term outcomes.

    Open the full definition →
  6. 06
    Perverse Incentives · Finance

    Bonus-Driven Window Dressing

    When 'hitting the number' becomes 'reshaping the books.'

    Quarterly bonuses create end-of-quarter behavior changes.

    Try it · 30 seconds
    Live example · Re-architect Bonus-Driven Window Dressing

    Flip the incentive. Watch the side-effect move.

    Quarterly bonuses create end-of-quarter behavior changes. Caught in the wild: Window-dressing portfolios for reporting periods.

    ● Live
    What gets measured
    Headline number the org is paid on
    088100
    What quietly moves with it
    Quiet damage the proxy hides
    074100

    In the room: Cadence of measurement distorts cadence of behavior.

    Counter-move from the Atlas: Continuous performance evaluation.

    Open the full definition →
Closing thought

The lesson isn't 'stop measuring.' It's 'measure with a half-life in mind.'

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