Global Coherence in Multi-Agent Collaboration: Local Intelligence Cannot Substitute for Missing Global State
The work defines the global coherence problem, in which AI agents each make locally valid decisions yet jointly produce an invalid result, and gives the Observation-Aliasing Impossibility Theorem: when k indistinguishable worlds require pairwise-disjoint actions, the best randomized worst-case success is 1/k; it then proposes local-to-global runtime semantics X = (H, C, G, F; D), where the harness owns shared state and governs commit, and nine studies show that when the deciding event is hidden a frontier model scores 12-17/40 (consistent with chance 1/3), restoring one authoritative fact returns 40/40, commit enforcement on TeamBench leaves 0/5 violations versus 5/5, and on tau2-bench Telecom the harness scores 1.00 while current-state checks score 0.07.