Global Coherence: When Every Agent Is Right and the Team Is Still Wrong - A Local-to-Global Semantic Foundation for Multi-Agent Collaboration

arXiv:2610.02036v1 Announce Type: new Abstract: AI agents can each make locally valid decisions yet jointly produce an invalid result. We call this the global coherence problem: a failure of shared state, not merely of model intelligence. Our Observation-Aliasing Impossibility Theorem gives the exact boundary. A policy can guarantee a valid action exactly when all worlds producing the same observation share an admissible action. If k indistinguishable worlds require pairwise-disjoint actions, the best randomized worst-case success is 1/k; more reasoning, roles, messages, or samples cannot reco

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