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16 Game Theory

nash equilibrium

by John Nash

Core Idea

A stable state where no player benefits from unilaterally changing strategy. Everyone is doing the best they can, given what everyone else is doing. Stability, not optimality.

key principles

  • 01

    Stability through mutual best response

    In equilibrium, each player's strategy is optimal given others' strategies. No one has incentive to deviate alone.

  • 02

    Equilibrium isn't optimal

    Stable doesn't mean best. Prisoner's dilemma equilibrium is mutual defection—stable but suboptimal for both.

  • 03

    Multiple equilibria possible

    Some games have many equilibria. Which one emerges depends on coordination, history, and expectations.

  • 04

    Expectations matter

    Equilibrium depends on beliefs about others' behavior. Change expectations, change the equilibrium.

applications

Markets
Price competition
Firms don't cut prices below equilibrium—competitors would match, everyone loses. Stability through mutually assured margin.
Traffic
Route choice
Everyone takes routes where no individual can improve their commute by switching. Traffic patterns are Nash equilibria.
Arms races
Mutual armament
Neither side can safely disarm unilaterally. Both stay armed—stable but wasteful. Classic prisoner's dilemma.
Social norms
Coordination games
Driving on the right is equilibrium in the US. Everyone follows because everyone follows. Stable through expectation.

The Logic of Strategic Stability

Nash equilibrium revolutionized game theory by providing a general solution concept. Instead of asking what the “right” answer is, ask what behavior is self-sustaining given everyone’s rationality.

Many social situations are Nash equilibria—stable not because they’re optimal, but because no one can improve their position by changing strategy alone.

Key Quote

“An equilibrium point is an n-tuple such that each player’s strategy maximizes his payoff given the strategies of the others.” — John Nash (paraphrased)