Citation

The logic of risk-sensitive foraging preferences

David W. Stephens

Animal Behaviour (1981)

TL;DR

Risk-seeking becomes optimal when average outcome falls below survival threshold

Stephens provided the theoretical foundation for understanding why risk-sensitivity is mathematically rational. His analysis showed that when survival requires exceeding a threshold, maximizing variance (risk-seeking) can be optimal because it increases the probability of crossing that threshold.

This paper explains why Airbnb's bet-everything strategy was actually the conservative choice - when safe strategies guarantee failure, risky strategies become the path to survival.

Key Findings from Stephens (1981)

  • Risk-seeking becomes optimal when average outcome falls below survival threshold
  • Variance preference depends on current state relative to threshold
  • The logic extends beyond foraging to any threshold-dependent outcome
  • Risk-sensitivity is about survival probability, not expected value

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