Wiping the Cartel's Memory Is Not Enough: Model Handoffs in LLM Pricing
Liu JianPing
Submitted to AI Collusion Research Sprint. Sprint projects are early-stage work by participants, not Apart Research publications.
Replacing a suspected colluding pricing agent may preserve its market history, while clearing that history may leave model-specific pricing tendencies intact. We examine unilateral model handoffs in a synthetic logit-demand duopoly. Twenty parent trajectories undergo 300 pricing rounds before a fixed checkpoint branches into seven 50-round continuations, crossing focal model identity with inherited history and notes. Eighteen parents satisfy the prespecified sustained-supracompetitive criterion. The positive control has normalized profit G = 0.70. The primary composite contrast, a Kimi successor inheriting full state minus a DeepSeek successor inheriting none, is 0.39 (95% CI [0.19, 0.60], p = 0.0009). None of five secondary contrasts is significant after Holm correction. Directionally, clearing DeepSeek's state reduces G more than deleting notes alone; clearing Kimi's inherited state has little effect. In the exploratory M1_none analysis, Kimi prices above the incumbent in 19 of 20 parents, yet earns less. This is consistent with supracompetitive outcomes without coordination inherited by the newcomer, rather than evidence that clearing memory universally restores competition. A temporary-price-cut diagnostic finds no evidence of a costly, punishment-like response in any responder state. The study separates pricing outcomes from stronger claims about agreement and punishment, while leaving model capability, reasoning mode, and pricing-prior explanations unresolved.
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@misc{jianping2026wiping,
title = {{Wiping the Cartel's Memory Is Not Enough: Model Handoffs in LLM Pricing}},
author = {Liu JianPing},
year = {2026},
month = oct,
note = {Submitted to AI Collusion Research Sprint, an Apart Research Sprint},
howpublished = {\url{https://apartresearch.com/sprints/projects/wiping-the-cartels-memory-is-not-enough-model-handoffs-in-llm-pricing-9h2r}},
url = {https://apartresearch.com/sprints/projects/wiping-the-cartels-memory-is-not-enough-model-handoffs-in-llm-pricing-9h2r}
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