AI BEHAVIOR / NEGOTIATION / PART 2
Editorial illustration of ochre and indigo negotiators exchanging positions across a stone table

AI-generated companion illustration for Part 2.

How AI negotiates
Part 2

Does the buyer’s lead survive when the positions are reversed?

Research code ↗ · Data and methods ↓ · Read Part 1

01

The question we brought back

Part 1 began with a practical question: could telling an AI to be firm or collaborative help it get a better deal?

The changes in instructions produced modest observed differences. But another pattern caught our attention. When neutral AI negotiated against neutral AI, the buyer earned more on average than the seller, even though both used the same model.

We checked whether we had given buyers better opportunities. Some scenarios did give the buyer a higher maximum possible gain. Setting those aside reduced the lead. Among the remaining situations where a mutually acceptable deal existed, balancing who started still left a buyer lead of 1.90 game points. Its exploratory uncertainty interval included no difference, so it was a reason to investigate, not a settled finding.

There was a more direct test available. Give each bargaining situation a matching version with the economic opportunities reversed. Let the buyer start, then let the seller start. See whether the lead keeps following the buyer.

That is the experiment we ran next.

02

Giving the other side the same opportunity

A buyer and seller can use the same AI and still face very different opportunities. A package might be especially valuable to the buyer, while leaving the seller little room to earn more than its costs. If the buyer finishes ahead, how much of that came from playing the buyer, and how much came from the situation?

We tested this by making two versions of each situation. We call the first version original. In the second, mirrored version, we changed the private values, costs and contract terms so that the two sides exchanged economic opportunities.

Here is a concrete example from the first scenario family in our fixed study setup. These are two possible offers, not deals the agents are reported to have made. The break-even prices already account for each side’s alternative to walking away, using the scoring explained in Part 1.

THE SAME OPPORTUNITIES, SWITCHED

One possible offer in each situation

Original

Rush delivery · extended support · payment in 60 days

Buyer’s break-even price
170
Seller’s break-even price
125
Possible offer price
135
Buyer gains35 points
Seller gains10 points

Mirrored

Standard delivery · basic support · immediate payment

Buyer’s break-even price
135
Seller’s break-even price
90
Possible offer price
125
Buyer gains10 points
Seller gains35 points
Available contracts from study family MRF001, not reported agreements. Break-even prices include each side’s walkaway alternative. Both agents remain free to negotiate a different deal or walk away.

In the original version, a price of 135 leaves the buyer 35 points below its break-even price of 170. The seller receives 10 points above its break-even price of 125. In the mirrored version, the matching offer gives the buyer those 10 points and the seller those 35 points.

That is what “mirrored” means here: an offer worth 35 to the buyer and 10 to the seller has a matching offer worth 10 to the buyer and 35 to the seller. We made that exchange work for every available contract, not just this example. The price and package can change because we are reversing the economic opportunities, rather than simply renaming the two agents.

The AI agents then negotiated from scratch in each version. They could choose a different offer or walk away. We did not require them to agree to these matching contracts, and we did not force their final results to reverse.

We also changed who started. For each original situation, we ran conversations with the buyer speaking first and conversations with the seller speaking first. We did the same for its mirror. Each of those four combinations was repeated three times in fresh conversations, giving twelve negotiations per family.

We built 80 fresh scenario families across three types of situation:

  • Useful tradeoffs: Different terms matter differently to each side. For example, extended support might be valuable to the buyer but cheap for the seller to provide. Choosing the right package can create more gain to share.
  • Narrow agreement zone: A deal can benefit both sides, but even the best package leaves only a small total gain to divide. There is little room for either side to push for more without making the deal unattractive to the other.
  • No mutually acceptable deal: No available contract leaves both sides at least as well off as walking away. Agreement would make at least one side worse off.

There were 30 useful-tradeoff families, 30 narrow-zone families and 20 with no mutually acceptable deal. With twelve negotiations per family, that gave us 960 fixed assignments. Both sides used the same model with neutral instructions. This follow-up focused on the buyer-versus-seller question; it did not repeat the firm-versus-collaborative comparison.

03

When we reversed the economy the observed lead changed sides

Across completed negotiations, buyers earned more in the original economies and sellers earned more in their mirrors. Here is how that looked within each situation.

FIGURE 02

The observed lead changed sides

BuyerSellerAverage game points
Original economy476 / 480 completed
13.04
9.78
Mirrored economy475 / 480 completed
8.61
12.89
Completed outcomes only, including walkaways and no-zone cases. Four original and five mirrored outcomes remain unknown. Descriptive, not the primary comparison.
Situation Original: buyer / seller Mirrored: buyer / seller
Useful tradeoffs 30.36 / 21.48
179 / 180 completed
18.82 / 30.17
178 / 180 completed
Narrow agreement zone 4.35 / 4.58
177 / 180 completed
4.16 / 4.24
178 / 180 completed
No mutually acceptable deal 0.00 / 0.00
120 / 120 completed
0.00 / 0.00
119 / 120 completed

Average buyer / seller game points, combining both starting roles and including walkaways. Four original and five mirrored outcomes remain unknown. These are descriptive averages, not the overall primary estimate. How game points work.

The clearest reversal was in useful-tradeoff situations: buyers earned more in the originals, sellers in the mirrors. Narrow-zone averages were much closer, with sellers slightly ahead in both. All completed no-deal negotiations ended in walkaway, giving both sides zero gain.

The buyer label stayed the same, but the opportunities changed. We then asked whether who spoke first also mattered.

04

Starting first told a different story in different situations

Here we combine the original and mirrored economies, then compare the averages by who started. Each dot is the average buyer-minus-seller gain across completed negotiations in that group.

In narrow zones, the starting side earned more on average. With useful tradeoffs, sellers averaged slightly more under either starter, but both uncertainty intervals include zero. The table below separates the two economies to explain that pooled result.

FIGURE 03

Average gap, with uncertainty

Original + mirrored combined · buyer minus seller points
Dot = average · line = 95% interval

Tradeoffs · buyer starts−1.33 [−3.22, +0.56]
Tradeoffs · seller starts−1.07 [−3.11, +0.90]
Narrow zone · buyer starts+3.34 [+2.53, +4.16]
Narrow zone · seller starts−3.56 [−4.72, −2.50]
Negative: seller ahead · Positive: buyer ahead

Original and mirrored economies combined within each row. Average buyer-minus-seller gap, with approximate 95% confidence intervals. Exploratory, completed outcomes only; unknown outcomes are excluded. These intervals do not directly test the effect of changing who starts. Methods and limits.

Useful tradeoffs: what the combined average hides

Buyers averaged slightly less under either starter when both economies were combined. Separating them shows why that is not a consistent buyer disadvantage. Each cell gives average buyer / seller game points.

Who starts Original: buyer / seller Mirrored: buyer / seller
Buyer starts 30.83 / 21.28
90 / 90 completed
18.78 / 31.00
90 / 90 completed
Seller starts 29.89 / 21.69
89 / 90 completed
18.86 / 29.32
88 / 90 completed

Completed negotiations only, including walkaways. Three outcomes remain unknown; these are descriptive averages.

Buyers led in the originals and sellers in the mirrors under both starters. The seller lead in the mirrors was larger than the buyer lead in the originals, leaving a small seller lead when combined. Both pooled confidence intervals include zero.

An average is not every negotiation: buyers earned more in 77 of 180 buyer-first tradeoff runs. Explore all six distributions and individual negotiations in the appendix.

05

What changed after Part 1

Part 1 tested instruction styles. It left three gaps in explaining the buyer’s lead:

  • The opportunities were not fully balanced. Removing cases with unequal maximum gains still left differences in the available deals. Part 2 added a mirror of every situation, swapping the buyer’s and seller’s gains for every contract.
  • Changing who started also changed the scenario. Part 1 compared buyer-first and seller-first groups with different situations. Part 2 tested both starting roles in every original and mirrored situation.
  • We noticed the buyer lead after seeing the results. Part 2 used fresh scenarios and fixed the comparison and missing-outcome rules before main collection.

The result. Buyers led in the completed original negotiations; sellers led in the mirrors. The apparent advantage changed sides when the economic opportunities changed sides.

Nine outcomes remain unknown, so the overall buyer-versus-seller advantage remains unresolved. Study limitations and missing outcomes.

Before deciding an AI is better at one role, test it on both sides of the opportunity and with both starting roles.

06

Appendix

Design and scope

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The main study used 80 fresh base families, excluding the historical and pilot families. Each family crossed original and mirrored economic orientations, buyer-first and seller-first starts, and three fresh-context repetitions. The 960 assignments were fixed before collection. Repeated negotiations within a family are related observations; the primary analysis uses the 60 feasible families as its independent units, with equal weights for useful-tradeoff and narrow-zone categories. The 20 no-zone families are reported separately.

Both parties used openai/gpt-6.1-sol, medium reasoning, standard service, a 2,048-output-token cap and the same twelve-slot game. Each saw its own private values and the public conversation, not the opponent’s private numbers. No private model reasoning was requested or analyzed. Mirroring reflected prices and complemented package flags so that every legal contract’s buyer and seller gains exchanged exactly. It is economic symmetry rather than a role-label-only intervention.

Back to appendix ↑

Missing outcomes and the overall comparison

⌄

The natural next step is to combine the balanced design and ask whether buyers or sellers earned more overall. Before collection, we specified how to do that: average within each twelve-negotiation family, then give the two feasible categories equal weight. The no-zone families answer a different question and stay outside this primary comparison.

Collection produced 951 completed negotiations. Nine ended in service failures, including eight in feasible situations. Those are unknown outcomes. They are not walkaways, ties or zero gains.

We had set a strict rule for that possibility: if any feasible outcome was missing, we would not report the planned primary point estimate or its ordinary confidence interval. We would preserve the full assignment set and calculate bounds instead.

For each missing negotiation, the game tells us the range of buyer-minus-seller gains its legal contracts could produce, including zero for walking away. We use those ranges to ask how far the complete result could move without assuming the missing cases resemble the observed ones.

For these scheduled families, the buyer-minus-seller average lies between −2.24 and +1.00 game points under those legal-outcome bounds. Allowing approximately for uncertainty across scenario families widens the population bound interval to −3.69 to +2.42 points.

The first range describes what the missing outcomes could change in this fixed sample. The second also accounts for sampling uncertainty under the family-level approximation. Neither is an ordinary confidence interval around a reported point estimate.

Both ranges allow a seller advantage and a buyer advantage. The follow-up therefore does not establish an overall buyer lead. It also does not establish that the roles are equivalent. The four-point gap used to plan the study was not an equivalence margin.

That is a more limited conclusion than a winner, but it answers the question honestly: the buyer lead from Part 1 has not become a demonstrated general advantage in this balanced follow-up.

FIGURE 04

The missing outcomes leave room on either side

Scheduled-family legal bounds-2.24+1.00Approximate population bound interval-3.69+2.420 · no gap
Buyer minus seller, in game points. No primary point estimate is shown. These bounds are not an ordinary confidence interval or an equivalence result.
Back to appendix ↑

The original and mirrored example

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The main-story example uses frozen family MRF001, original contract C095 and mirrored contract C072. It illustrates available contracts, not a selected observed agreement. The original package has buyer value 180, seller cost 120, and walkaway alternatives of 10 and 5. At price 135, gains are 180 − 135 − 10 = 35 for the buyer and 135 − 120 − 5 = 10 for the seller. The mirrored package has buyer value 140, seller cost 80, and walkaway alternatives of 5 and 10. At price 125, gains are 140 − 125 − 5 = 10 and 125 − 80 − 10 = 35. The fixed mirror maps price to 260 minus price and reverses each delivery, support and payment flag.

Back to appendix ↑

Explore all six distributions

⌄

Three situation types × two starting roles. Original and mirrored economies combined. Choose a group, then select a bar to inspect its negotiations.

Completed outcomes only. Unknown outcomes remain separate. Download all six groups · Methods and limits

Exploratory subgroup uncertainty and spread

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These uncertainty intervals were added at the owner’s request after the subgroup averages had been inspected. They are exploratory, pointwise approximate 95% confidence intervals, not a new preregistered test or a replacement for the frozen primary analysis.

Within each category, we resampled all 30 scenario families together with their completed and failed negotiations, 20,000 times. Both starting roles used the same family draws. Each resampled mean divides the total observed buyer-minus-seller gain by the number of completed negotiations. The interval uses the 2.5th and 97.5th percentiles. This keeps related negotiations together rather than treating every conversation as independent.

The intervals estimate uncertainty in the completed-outcome mean under the study’s completion process. They do not recover the failed outcomes or establish what the full scheduled-population mean would be. Coverage is approximate, assumes independent representative families and bootstrap regularity, and is not guaranteed with 30 families. The intervals are not adjusted for choosing these comparisons after seeing results or for looking at four rows. They do not directly test the effect of changing who starts.

Separate legal bounds show the possible full-schedule mean in these fixed families when each unknown outcome takes its lowest or highest legal gain difference. Those bounds are not confidence intervals. Equal-gain outcomes include both equal-gain agreements and genuine walkaways; service failures are always separate.

The interactive distribution uses exact game-point differences in steps of five, shared scales and unsmoothed counts. It covers all six category-by-starter groups, including no-zone cases. Each selected bar exposes completed negotiations; unknown outcomes stay separate. The four uncertainty intervals still cover only the feasible categories. No no-zone confidence interval is inferred from its observed zero gains. The original overall primary estimate remains suppressed.

Analysis plan · Exact data and intervals

Analysis and uncertainty

⌄

Eight of 720 feasible outcomes are unknown. The complete primary estimate and ordinary 95% confidence interval are suppressed. Missing outcomes are assigned their legal minimum or maximum buyer-minus-seller gain, including walkaway zero, and aggregated through the fixed family and category weights. No complete-case replacement estimate is used.

The sample identification bounds are [−2.2430555556, +1.0000000000]. The approximate population interval is [−3.6941530709, +2.4213783231], combining two 97.5% one-sided Welch endpoint limits with a Bonferroni adjustment. Coverage depends on the independent-family and normal/central-limit approximation; numerical agreement with the calculation does not guarantee coverage. The descriptive appendix retains family distributions for inspection. Seventy-one of 80 families have all twelve outcomes.

The original frozen category, starting-role and orientation views were descriptive. The later exploratory intervals and spread are described above. No secondary significance tests were added, and no favorable subgroup was promoted to the primary comparison. The exact rows and full breakdowns are in the primary analysis and secondary results.

Back to appendix ↑

Every feasible category and orientation view

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Situation Economy Starter Completed / assigned Buyer gain Seller gain Buyer minus seller
Tradeoffs Original Buyer 90 / 90 30.83 21.28 +9.56
Tradeoffs Original Seller 89 / 90 29.89 21.69 +8.20
Tradeoffs Mirrored Buyer 90 / 90 18.78 31.00 −12.22
Tradeoffs Mirrored Seller 88 / 90 18.86 29.32 −10.45
Narrow zone Original Buyer 87 / 90 6.15 2.64 +3.51
Narrow zone Original Seller 90 / 90 2.61 6.44 −3.83
Narrow zone Mirrored Buyer 88 / 90 6.31 3.13 +3.18
Narrow zone Mirrored Seller 90 / 90 2.06 5.33 −3.28

Observed-only means, including genuine walkaways. Differences are calculated before rounding. All completed no-zone cells have zero gains and no agreements; their completion counts are 60/60, 60/60, 59/60 and 60/60 for original/buyer, original/seller, mirrored/buyer and mirrored/seller respectively. The full secondary artifact also includes individual outcomes by reference, 80 family summaries, gain and slot distributions, and action diagnostics for all 960 started episodes.

Across all started episodes, including failed ones, 11,162 actions were applied: 5,588 buyer actions and 5,574 seller actions. Buyers made nine queries and sellers made two; no invalid applied actions were recorded. No latency claim is made from unverified provider units.

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The interruption and continuation

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The first session stopped after three consecutive service-failed episodes. It preserved 250 completed outcomes, five failures and 705 untouched assignments. Partial economic outcomes were then analyzed and reported.

After I reported that Wi-Fi had returned, I requested continuation. That decision came after those partial results had been observed. A separate reviewed amendment authorized only the 705 untouched assignments in their original order. It retained all five prior failures toward the ten-failure lifetime limit, reset only the new session’s consecutive-failure count, and added an owned idle-sleep guard with cooperative stop handling. The Wi-Fi interruption was owner-reported; its causal role in the service failures was not independently established.

The continuation completed 701 assignments and skipped four more. No failed generation or saved response was retried or replayed, no failed assignment was replaced, and the scientific inputs, scoring and missingness rules remained fixed. The run ended on November 4, 2026, with a successful process exit and release of its sleep guard. All assignments were processed, but the all-outcomes-complete criterion was not met.

Before main collection, the shared public category prior was also amended to the truthful 3:3:2 allocation, adding six ASCII bytes and the corresponding request allowance. The main-study outage guard stopped at three consecutive or ten lifetime service-failed episodes. These changes, the interruption and the continuation are part of the study record. Pilot and main outcomes are not pooled.

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Costs and verification

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Independent reconciliation verified 11,171 unique attempted main-study calls, 11,166 saved responses and 11,162 validated receipts/applied actions, along with the frozen source and archive hashes. Five generation failures have no completed response. Four billing-lookup failures have saved but unapplied responses. Charges for all nine remain unresolved.

Settled main-study charges are $53.382054300 after conservative rounding. Unresolved calls retain $0.254865 in reserves, giving a recorded commitment of $53.636919300 within the $330 ceiling. Reserves are not confirmed spend. The prior pilot cost $7.891284039 separately.

The combined audit summary preceded the sole frozen combined analysis. An independent reporting review then reproduced the completed payoffs, bounds and secondary summaries. The reviewed study report preserves the scientific conclusions underlying this article.

The GitHub study package includes the game engine, mirrored scenarios, saved outcomes and an offline command to reproduce the scores, bounds, exploratory intervals and distributions. No API key is needed; it does not rerun the agents or verify provider billing.

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