Paths

Essay

Why counterfactuals matter when studying successful careers

September 20, 2026By Sarthak Agrawal7 min read

The missing denominator

When we see an extraordinary career milestone—a major founding, an Olympic gold, a breakthrough scientific paper—we immediately try to trace the steps backward. We assume the visible outcome is a reliable map. If they woke up at 4:00 AM, coded in assembly language, or dropped out of college, we often extract those behaviors as the blueprint.

But drawing a straight line from isolated habits to an extreme outcome ignores the massive, invisible denominator. This is where the study of success frequently breaks down: we only count the paths that survived. We do not count the people who performed the exact same behaviors but were stopped by a headwind, a missed visa draw, or a market that closed a year too early.

When you turn another person’s visible outcome into a judgment about your own pace, ability, or worth, you are comparing yourself to an edited summary. You are missing the counterfactuals.

What is a counterfactual?

In research, a counterfactual is the “what if.” It is the scenario that did not happen, or the alternative path a person might have walked if a single variable had changed. In the context of career trajectories, the counterfactual is often the unobserved path—the version of the story where the investor said no, the flight was delayed, or the structural advantage was removed.

Without examining counterfactuals, we fall into a trap. We look at a sample of individuals who reached a specific tier of success and identify common traits. Let’s say 80% of them drank green tea. We might conclude that green tea is a critical driver of achievement. The counterfactual question forces us to ask: What percentage of people who did not reach this tier also drank green tea?

If the answer is also 80%, the behavior is irrelevant to the outcome. It is simply a widespread trait. When studying careers, the stakes are much higher than green tea. We often falsely attribute success entirely to personal agency—hard work, grit, and vision—while deleting the context that allowed those traits to convert into leverage.

The limits of the surviving 3,578

At Look Sideways, our dataset includes 3,578 early-breakthrough paths across founders, operators, athletes, creators, and researchers. By documenting these trajectories, we reached a critical understanding: studying only those who broke through is insufficient to establish a causal formula.

We can observe what these 3,578 individuals accomplished. We can map their milestones and categorize their fields. However, presenting these paths without acknowledging the selection filter would be intellectual malpractice. These paths are the survivors of an invisible gauntlet.

Consider the structure of our evidence. We have mapped career trajectories, but we explicitly do not offer a checklist to guarantee a similar result. Doing so would ignore the divergent paths—the thousands of individuals with equal perseverance who faced different sequences of events. A rigorous study of success must hold space for the fact that the sample itself is fundamentally incomplete. We cannot observe the counterfactuals directly, but we must acknowledge their absence to keep our conclusions honest.

Three conditions, not one formula

Instead of searching for a universal formula, a more evidence-bounded approach breaks down the starting conditions. When we analyze a path, we do not sum the variables into a single “success score.” We look at three distinct condition factors:

  1. What they brought: The internal traits, aptitudes, and early interests an individual possessed.
  2. What they were handed: The structural, financial, or network advantages provided to them without their input.
  3. What surrounded them: The environmental, geographic, and temporal context in which they operated.

These factors interact, but they are not interchangeable. A significant advantage in what someone was handed (e.g., family wealth) does not diminish what they brought (e.g., deep technical curiosity). Conversely, immense personal effort (what they brought) does not erase a structural headwind.

In our dataset, every path is scored on these three factors from −1 to 3. Crucially, we documented 458 headwind readings in what people were handed. These are observable hurdles. By separating these conditions, we prevent the dangerous compression of a complex life into a single, simplistic narrative. The counterfactual perspective reminds us that a person with a different combination of these three factors, applying the exact same effort, would likely arrive at a vastly different destination.

The unmapped territory: where perseverance meets variance

Perseverance is a near-universal requirement for reaching extraordinary milestones. However, it is not a differentiator in the way we often assume. If you survey a room of people who achieved a rare outcome, they will almost all report working exceptionally hard. But if you survey a room of people who failed, you will find a massive contingent who worked just as hard.

Perseverance is the entry fee, not the guarantee. When we look at documented path evidence, we see perseverance constantly interacting with variance.

Imagine a researcher working on a novel computational model. They spend four years facing rejection. That is perseverance. Then, a new piece of hardware is released commercially, suddenly making their model viable, leading to a breakthrough paper. That is variance. The counterfactual is the parallel universe where the hardware was delayed by five years. The researcher’s perseverance would be identical, but the outcome would be zero.

When we judge ourselves against the visible survivor, we are judging ourselves against their perseverance plus their favorable variance, falsely assuming the entire result was generated by their effort alone.

The 64-to-1 thought experiment: sequencing and repeated luck

To visualize the impact of sequence and luck, consider a bounded 64-to-1 thought experiment. Imagine a knockout tournament with 64 participants. To advance, you must flip a coin and get heads.

After the first round, 32 people advance. After the second, 16. By the sixth round, there is one person left who has flipped heads six times in a row.

If we interview this winner, they might attribute their success to a special wrist flick, a specific pre-flip routine, or a deep belief in their coin. They are not necessarily lying; they are simply making sense of their lived experience. But from the outside, we know the counterfactual. We know there were 63 other people, some with identical wrist flicks, who hit a tails.

Career trajectories involve repeated consequential uncertainty. Navigating a startup acquisition, securing a rare visa, or landing a pivotal early mentor often functions like a coin flip. When we see a surviving streak—a career defined by a sequence of fortunate flips—we must recognize that it is not a fair personal benchmark. It is an observation of a rare survivor.

In our examination of luck, we identify four specific forms: structural, encounter, event, and variance. We documented cases like a forced door or a visa draw. These are not mystical forces; they are material events that alter trajectories. Ignoring them in favor of a purely meritocratic narrative deletes the reality of the path.

Releasing the comparison verdict

The primary value of understanding counterfactuals is not academic; it is deeply personal. It is the release from the comparison verdict.

When we view successful careers through the lens of conditions, perseverance, sequence, and luck, the compulsion to compare begins to dissolve. The comparison is revealed as mathematically invalid. You are comparing your current, messy, highly contingent reality against a curated highlight reel of someone else’s surviving path.

You do not have their starting conditions. You do not have the exact environment that surrounded them. And you cannot replicate the sequence of variance and luck they encountered.

Recognizing the counterfactuals allows us to respect the achievements of others without turning those achievements into a weapon against ourselves. It shifts the register from “Why haven’t I done that?” to “What were the specific mechanics of that outcome?”

We study these paths not to find a map we must follow, but to understand the terrain. The terrain is complex, uneven, and heavily influenced by forces outside our control. Navigating it requires effort, yes, but it also requires a clear-eyed understanding of the invisible forces at play.

Next action

To see how these condition factors—what people brought, were handed, and were surrounded by—apply to specific paths, visit our Explore atlas. You can filter paths by qualitative outcome reach and examine the distinct starting advantages and built leverage that shaped each trajectory.

← All essays