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Paper · arXiv

Agentic AI Systems Should Be Designed as Marginal Token Allocators

This position paper argues that agentic AI systems should be designed and evaluated as \emph{marginal token allocation economies} rather than as text generators priced by the unit. We follow a single request -- a developer asking a coding agent to fix a failing test -- through four economic layers that today are designed in isolation: a router that decides which model answers, an agent that decides whether to plan, act, verify, or defer, a serving stack that decides how to produce each token, and a training pipeline that decides whether the trace is worth learning from. We show that all four layers are solving the \emph{same} first-order condition -- marginal benefit equals marginal cost ...

AuthorsSiqi Zhu
Primary categorycs.AI
Published2 May 2026
Last updated at source2 May 2026
cs.AIcs.CY
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