Emergent Misaligned Communication in Long-Horizon Multi-Agent LLM Commerce
Frontier LLM agents increasingly transact on behalf of separate principals, often using natural language rather than structured APIs. Much of the safety literature studies misaligned LLM behavior through adversarial-elicitation evaluations on single agents or stylized tasks. Its prevalence and structure in settings that combine long horizons, separate principals, real operational state, and inter-agent natural-language exchange remain insufficiently measured. We study 2,583 inter-agent emails from 20 one-year simulation runs of Vending-Bench Arena, a competitive vending environment spanning 13 frontier LLMs. We operationalize speech-act misalignment as emails containing false factual claims, manipulation, collusion, or threats, combining message content with ground-truth simulator state and logged reasoning traces to classify and validate such behavior. Under our primary classifier, 12.6% of emails are labeled misaligned; misalignment appears in all 20 runs and 74.7% of individual agent-runs. Both the magnitude and composition of this misalignment are preserved under repeated classification at different sampling temperatures and under full-pipeline replication with judges from two other frontier-model families. Misalignment is also reciprocal and stress-conditioned: receiving a misaligned email from a counterparty raises the odds of a misaligned reply by 1.65x, and low-inventory conditions raise them by 1.58x. Across tests of capability-asymmetric exploitation, we find no evidence that higher-capability models differentially exploit weaker counterparties, and model performance rank does not predict misalignment rates. Together, these results indicate that measurable, state-dependent misalignment can arise in competitive multi-agent environments without engineered elicitation, in patterns associated with operational scarcity and counterparty behavior rather than model capability alone.