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As autonomous AI agents increasingly mediate online platform markets, a fundamental question emerges: do these markets generate stable strategic outcomes? In repeated strategic environments, the Nash equilibrium provides a natural benchmark…

Artificial Intelligence · Computer Science 2026-04-28 Enoch Hyunwook Kang

With recent development of artificial intelligence, it is more common to adopt AI agents in economic activities. This paper explores the economic actions of agents, including human agents and AI agents, in an economic game of trading…

Theoretical Economics · Economics 2026-03-03 Huan Cai , Ziqing Lu , Catherine Xu , Weiyu Xu , Jie Zheng

No trade theorems examine conditions under which agents cannot agree to disagree on the value of a security which pays according to some state of nature, thus preventing any mutual agreement to trade. A large literature has examined…

Theoretical Economics · Economics 2026-04-23 Spyros Galanis

Even when confronted with the same data, agents often disagree on a model of the real-world. Here, we address the question of how interacting heterogenous agents, who disagree on what model the real-world follows, optimize their trading…

Mathematical Finance · Quantitative Finance 2019-12-13 Philippe Casgrain , Sebastian Jaimungal

We study how AI agents form expectations and trade in experimental asset markets. Using a simulated open-call auction populated by autonomous Large Language Model (LLM) agents, we document three main findings. First, AI agents exhibit…

General Economics · Economics 2026-04-21 Shumiao Ouyang , Pengfei Sui

Game theoretic equilibria are mathematical expressions of rationality. Rational agents are used to model not only humans and their software representatives, but also organisms, populations, species and genes, interacting with each other and…

Computer Science and Game Theory · Computer Science 2015-05-13 Dusko Pavlovic

The dominant theories of rational choice assume logical omniscience. That is, they assume that when facing a decision problem, an agent can perform all relevant computations and determine the truth value of all relevant logical/mathematical…

Artificial Intelligence · Computer Science 2023-07-12 Caspar Oesterheld , Abram Demski , Vincent Conitzer

This paper investigates how similarity in the informational representation of market states among Artificial Intelligence (AI) trading agents can generate systemic instability in financial markets. We construct a structural multi-agent…

Trading and Market Microstructure · Quantitative Finance 2026-04-28 Yimeng Qiu , Qiwei Han

We develop a general game-theoretic framework for reasoning about strategic agents performing possibly costly computation. In this framework, many traditional game-theoretic results (such as the existence of a Nash equilibrium) no longer…

Computer Science and Game Theory · Computer Science 2014-12-10 Joseph Y. Halpern , Rafael Pass

Efficient computability is an important property of solution concepts in matching markets. We consider the computational complexity of finding and verifying various solution concepts in trading networks-multi-sided matching markets with…

Computational Complexity · Computer Science 2025-10-03 Tamás Fleiner , Zsuzsanna Jankó , Ildikó Schlotter , Alexander Teytelboym

Game-theoretic interactions with AI agents could differ from traditional human-human interactions in various ways. One such difference is that it may be possible to simulate an AI agent (for example because its source code is known), which…

Computer Science and Game Theory · Computer Science 2024-03-21 Vojtech Kovarik , Caspar Oesterheld , Vincent Conitzer

Conventional noncooperative game theory hypothesizes that the joint strategy of a set of players in a game must satisfy an "equilibrium concept". All other joint strategies are considered impossible; the only issue is what equilibrium…

Adaptation and Self-Organizing Systems · Physics 2007-05-23 David H. Wolpert

AI agents are increasingly deployed in ecosystems where they repeatedly interact not only with each other but also with humans. In this work, we study these human-AI ecosystems from a theoretical perspective, focusing on the classical…

Machine Learning · Computer Science 2025-12-01 Natalie Collina , Eshwar Ram Arunachaleswaran , Meena Jagadeesan

There's a long tradition of research using computational intelligence (methods from artificial intelligence (AI) and machine learning (ML)), to automatically discover, implement, and fine-tune strategies for autonomous adaptive automated…

Computational Engineering, Finance, and Science · Computer Science 2020-12-01 Dave Cliff , Michael Rollins

Optimizing strategic decisions (a.k.a. computing equilibrium) is key to the success of many non-cooperative multi-agent applications. However, in many real-world situations, we may face the exact opposite of this game-theoretic problem --…

Computer Science and Game Theory · Computer Science 2022-10-05 Jibang Wu , Weiran Shen , Fei Fang , Haifeng Xu

When robots share the same workspace with other intelligent agents (e.g., other robots or humans), they must be able to reason about the behaviors of their neighboring agents while accomplishing the designated tasks. In practice,…

Robotics · Computer Science 2022-10-18 Junhong Xu , Durgakant Pushp , Kai Yin , Lantao Liu

Recent advances in artificial intelligence (AI) for quantitative trading have led to its general superhuman performance in significant trading performance. However, the potential risk of AI trading is a "black box" decision. Some AI…

Artificial Intelligence · Computer Science 2022-02-10 Yun-Cheng Tsai , Fu-Min Szu , Jun-Hao Chen , Samuel Yen-Chi Chen

Can Large Language Models (AI agents) aggregate dispersed private information through trading and reason about the knowledge of others by observing price movements? We conduct a controlled experiment where AI agents trade in a prediction…

General Economics · Economics 2026-05-08 Spyros Galanis

AI agents are increasingly used in consumer-facing applications to assist with tasks such as product search, negotiation, and transaction execution. In this paper, we explore a future scenario where both consumers and merchants authorize AI…

Artificial Intelligence · Computer Science 2025-09-23 Shenzhe Zhu , Jiao Sun , Yi Nian , Tobin South , Alex Pentland , Jiaxin Pei

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
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