mlsanityData to 14 Oct 2026

When Shippers Become Algorithms: Candidate Exposure, Information Design, and the Concentration of LLM-Mediated Freight Markets

arXiv 2607.19967 ↗First posted 22 Jul 2026physics.soc-ph cs.AI cs.CYcited by 1

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Abstract (arXiv)

Shippers are beginning to delegate carrier selection to large language model (LLM) agents. We ask what such delegation does to a freight matching market, and which platform design choices contain it. We carried out agent-based simulations in which fifty shipper agents, built on commercial LLMs from OpenAI (GPT), Anthropic (Claude), and Google (Gemini), procure truckload capacity for thirty days. The market implements the rules of digital freight matching: each load is offered down the shipper's ranked list of carriers (waterfall tendering), carriers have daily capacity limits, spot prices respond to congestion, and carrier ratings accumulate with transactions. We found three risks and one remedy that works. Agents converged at once: for a fixed sampled carrier population, the same carrier was the modal first choice of every model on day one, attracting up to 76% of requests. Because each agent picks from its own randomly drawn list of displayed candidates, the platform controls how many options each shipper sees; concentration rose steeply once lists exceeded about ten carriers, with the onset differing across models. Which carriers ended up dominant varied widely from one sampled market to another, and displaying true quality instead of estimated ratings changed neither the level nor this variability (by design, quality affects only what agents see, never delivery outcomes). Against these risks, disclosing each carrier's remaining daily capacity cut concentration by a third and doubled shipper surplus, while vendor diversification, list-order randomization, and popularity display showed no clearly detectable effect. Platform information design, ahead of model choice or model regulation, is the lever that works.

Key facts. Cited by 1 paper in the map (data through 14 Oct 2026). Builds on 7 of its 46 references that are in the map. First posted on arXiv 22 Jul 2026.

Builds on

7 of 46 references.

References · 7

  1. 2024Algorithmic Collusion by Large Language Modelscited by 62
  2. 2026Institutional AI: Governing LLM Collusion in Multi-Agent Cournot Markets via Public Governance Graphscited by 20
  3. 2026Strategic Algorithmic Monoculture: Experimental Evidence from Coordination Gamescited by 7
  4. 2025LLMs for Supply Chain Managementcited by 3
  5. 2026Reliability and Effectiveness of Autonomous AI Agents in Supply Chain Managementcited by 3
  6. 2026Diagon: A Programmable Testbed for AI-Agent Cognitive Labor Marketscited by 2
  7. 2026Strategic Exploitation in LLM Agent Markets: A Simulation Framework for E-Commerce Trustcited by 2

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Cited by year (2026 to 14 Oct)

Citing papers per year: 2026: 1.

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