Skip to content
Sprint projectOct 26, 2026Cape Town

Watch the Price, Change the Payoff: Detecting and Breaking Tacit Collusion Between AI Pricing Agents

Giada Bertola, Justin Feldman · Team Maverick

Submitted to AI Collusion Research Sprint. Sprint projects are early-stage work by participants, not Apart Research publications.

Read the report

Report: Watch the Price, Change the Payoff: Detecting and Breaking Tacit Collusion Between AI Pricing Agents

Share

AI agents are starting to set prices, and they can collude without ever talking to each other. We ran 436 pricing games with AI sellers from nine model families, including Claude, GPT, Gemini, Grok and GLM. The sellers pushed prices above competitive levels with no communication channel.

A simple monitor that compares each seller’s price with the fair price, given what its rivals charge, caught 25 of 27 forming cartels before they locked in, with no false alarms. Because it needs only prices, it works on any vendor’s model.

The usual countermeasures failed. Undercover competitive agents didn’t break cartels, and hiding rivals’ prices didn’t help. Agents told there was no future still didn’t undercut. They seem to share a mistaken belief that high prices are best.

What worked was changing the payoff. A fee on prices above the fair level, switched on by the monitor’s warning, cut collusion from 0.36 to 0.08 and prevented every cartel in a pre-registered test (p = 0.05).

The result is a blueprint for anti-collusion software: watch prices, and make overpricing cost money. The main step before real-world use is estimating the fair price from real market data.

Reviews

Judging this Sprint?

Review “Watch the Price, Change the Payoff: Detecting and Breaking Tacit Collusion Between AI Pricing Agents”

Your public critique appears on the project page without your name. Reviews of strong projects are shared with funders, as you choose below.

Not shown on the project page.

Shown on the project page, without your name.

Only the Apart team reads this, and funders if you agree below.

Decline to score

Only when the quality of the writing makes the work impossible to follow. Say why in your private critique; the project page shows only that a judge declined, not why.

How much would this matter for the field if it worked? How innovative is it? For scores of 4-5: is this actually new to the field, or replicating recent work?

Scoring guide
  1. 1Negligible. No clear problem addressed, or no meaningful novelty.
  2. 2Limited. Addresses a real problem but with a generic or well-trodden approach. Incremental at best.
  3. 3Moderate. Clear problem with a reasonable approach; some novelty in framing or method beyond routine application of existing tools.
  4. 4Significant. Important problem with an original approach, or identifies a neglected problem area. A valuable contribution others could build on.
  5. 5Exceptional. Tackles a critical problem with a genuinely novel approach, or opens a new research direction. Clear theory of change. You'd be excited to share this with researchers in the area.

How sound are methodology, implementation, and findings?

Scoring guide
  1. 1Seriously flawed. Methodology broken, results uninterpretable, or implementation doesn't work.
  2. 2Weak. Approach has significant gaps: missing validation, flawed experimental design, or incomplete implementation.
  3. 3Competent. Technically solid given the short duration. Methodology makes sense, results are interpretable, limitations acknowledged, work builds toward clear conclusions.
  4. 4Strong. Thorough methodology with convincing validation. Results clearly support conclusions. Immediately useful for future work.
  5. 5Exceptional. Ambitious scope executed rigorously. Surprising findings, novel methods, or unusually robust validation.

How clearly are work, findings, and impact potential communicated?

Scoring guide
  1. 1Incomprehensible. Cannot determine what the project is actually claiming or doing.
  2. 2Hard to follow. Key information buried, missing, or diluted by excessive length. Significant effort to extract main points.
  3. 3Clear enough. Can understand the problem, approach, and results without undue effort. Core content clearly present: problem, method, findings, limitations.
  4. 4Well presented. Easy to follow, well-structured, appropriate level of detail. Target audience would get it quickly.
  5. 5Exceptionally clear. A pleasure to read. Complex ideas made accessible. Could serve as a model for how to present this type of work.
Sharing your name *

When we share a strong project with funders, your name, scores and public critique go with it, confidentially; this choice is only about whether your name is public. If you think this project deserves funding, please also endorse it: that carries the most weight.

Share my private critique with funders *

See our Privacy Policy.

No public critique yet.

Cite this project

@misc{bertola2026watch,
  title = {{Watch the Price, Change the Payoff: Detecting and Breaking Tacit Collusion Between AI Pricing Agents}},
  author = {Giada Bertola and Justin Feldman},
  year = {2026},
  month = oct,
  note = {Submitted to AI Collusion Research Sprint, an Apart Research Sprint},
  howpublished = {\url{https://apartresearch.com/sprints/projects/watch-the-price-change-the-payoff-detecting-and-breaking-tacit-collusion-between-ai-pricing-agents-8vah}},
  url = {https://apartresearch.com/sprints/projects/watch-the-price-change-the-payoff-detecting-and-breaking-tacit-collusion-between-ai-pricing-agents-8vah}
}