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We study the problem of online learning in competitive settings in the context of two-sided matching markets. In particular, one side of the market, the agents, must learn about their preferences over the other side, the firms, through…

Artificial Intelligence · Computer Science 2022-06-07 Chinmay Maheshwari , Eric Mazumdar , Shankar Sastry

The design of data markets has gained importance as firms increasingly use machine learning models fueled by externally acquired training data. A key consideration is the externalities firms face when data, though inherently freely…

Computer Science and Game Theory · Computer Science 2024-10-22 Anish Agarwal , Munther Dahleh , Thibaut Horel , Maryann Rui

Aligning AI systems with human values remains a fundamental challenge, but does our inability to create perfectly aligned models preclude obtaining the benefits of alignment? We study a strategic setting where a human user interacts with…

Machine Learning · Computer Science 2026-02-04 Natalie Collina , Surbhi Goel , Aaron Roth , Emily Ryu , Mirah Shi

Data is the central commodity of the digital economy. Unlike physical goods, it is non-rival, replicable at near-zero cost, and traded under heterogeneous licensing rules. These properties defy standard supply--demand theory and call for…

Physics and Society · Physics 2025-10-13 Pasquale Casaburi , Giovanni Piccioli , Pierpaolo Vivo

The rise of foundation models has driven the emergence of AI supply chains, where upstream foundation model providers offer fine-tuning and inference services to downstream firms developing domain-specific applications. Downstream firms pay…

Theoretical Economics · Economics 2026-03-16 Sihan Qian , Amit Mehra , Dengpan Liu

As with other commodities, markets could help us efficiently produce machine intelligence. We propose a market where intelligence is priced by other intelligence systems peer-to-peer across the internet. Peers rank each other by training…

Artificial Intelligence · Computer Science 2021-11-11 Yuma Rao , Jacob Steeves , Ala Shaabana , Daniel Attevelt , Matthew McAteer

Motivated by online advertising auctions, we study auction design in repeated auctions played by simple Artificial Intelligence algorithms (Q-learning). We find that first-price auctions with no additional feedback lead to tacit-collusive…

Theoretical Economics · Economics 2022-02-15 Martino Banchio , Andrzej Skrzypacz

As multi-agent AI systems become increasingly autonomous, evidence shows they can develop collusive strategies similar to those long observed in human markets and institutions. While human domains have accumulated centuries of…

Multiagent Systems · Computer Science 2026-05-19 Jamiu Idowu , Ahmed Almasoud , Ayman Alfahid

Data buyers compete in a game of incomplete information about which a single data seller owns some payoff-relevant information. The seller faces a joint information- and mechanism-design problem: deciding which information to sell, while…

Computer Science and Game Theory · Computer Science 2024-11-18 Alessandro Bonatti , Munther Dahleh , Thibaut Horel , Amir Nouripour

Prediction markets are used in real life to predict outcomes of interest such as presidential elections. This paper presents a mathematical theory of artificial prediction markets for supervised learning of conditional probability…

Machine Learning · Statistics 2015-03-18 Adrian Barbu , Nathan Lay

This paper examines the market for AI models in which firms compete to provide accurate model predictions and consumers exhibit heterogeneous preferences for model accuracy. We develop a consumer-firm duopoly model to analyze how…

Theoretical Economics · Economics 2025-12-03 Nikhil Kumar

LLM agents in markets present algorithmic collusion risks. While prior work shows LLM agents reach supracompetitive prices through tacit coordination, existing research focuses on hand-crafted prompts. The emerging paradigm of prompt…

Artificial Intelligence · Computer Science 2026-04-21 Yingtao Tian

Classification algorithms based on Artificial Intelligence (AI) are nowadays applied in high-stakes decisions in finance, healthcare, criminal justice, or education. Individuals can strategically adapt to the information gathered about…

Computer Science and Game Theory · Computer Science 2025-08-14 Marta C. Couto , Flavia Barsotti , Fernando P. Santos

We model competition on a credence goods market governed by an imperfect label, signaling high quality, as a rank-order tournament between firms. In this market interaction, asymmetric firms jointly and competitively control the aggregate…

Theoretical Economics · Economics 2025-08-28 Daniel Rehsmann , Béatrice Roussillon , Paul Schweinzer

We study the propensity of independent algorithms to collude in repeated Cournot duopoly games. Specifically, we investigate the predictive power of different oligopoly and bargaining solutions regarding the effect of asymmetry between…

General Economics · Economics 2025-01-14 Simon Martin , Hans-Theo Normann , Paul Püplichhuisen , Tobias Werner

Prediction is a well-studied machine learning task, and prediction algorithms are core ingredients in online products and services. Despite their centrality in the competition between online companies who offer prediction-based products,…

Computer Science and Game Theory · Computer Science 2019-05-09 Omer Ben-Porat , Moshe Tennenholtz

We develop a model of algorithmic pricing that shuts down every channel for explicit or implicit collusion while still generating collusive outcomes. We analyze the dynamics of a duopoly market where both firms use pricing algorithms…

Theoretical Economics · Economics 2024-03-13 Inkoo Cho , Noah Williams

Data competitions rely on real-time leaderboards to rank competitor entries and stimulate algorithm improvement. While such competitions have become quite popular and prevalent, particularly in supervised learning formats, their…

Algorithmic pricing on online e-commerce platforms raises the concern of tacit collusion, where reinforcement learning algorithms learn to set collusive prices in a decentralized manner and through nothing more than profit feedback. This…

Multiagent Systems · Computer Science 2022-06-14 Gianluca Brero , Nicolas Lepore , Eric Mibuari , David C. Parkes

Machine learning is the study of computer algorithms that can automatically improve based on data and experience. Machine learning algorithms build a model from sample data, called training data, to make predictions or judgments without…