Metacognition in Agentic Companies
Why AI systems must know what they don't know. Governance density as organizational self-awareness, the stability eigenvalue condition, and the mathematical foundations of enterprise metacognition.
G_t = (A_t, E_t, S_t, Π_t, R_t, D_t). Stability Law: λ_max(A) < 1 − D.
Read the Full Research ArticleThe Agentic Company as a Living Graph.
Six Components, One System.
Agentic Company Tuple
Agents, Edges, State, Policies, Rewards, Governance Density — six components that define an agentic company at any moment.
State Vector
Financial, Knowledge, Health, Legitimacy, Coordination — five dimensions of enterprise health.
Role Selection
Each agent picks the role maximizing its utility function under governance constraints.
A
Agents
E
Edges
S
State
Π
Policies
R
Rewards
D
Governance
State Vector Components
Constraints as Self-Observation.
D = |Constraints| / |ActionSpace|
Governance Density
The fraction of actions subject to governance. D = 0 means anarchy. D = 1 means paralysis.
Dynamic Adjustment
D adapts in real-time to spectral radius, anomaly rate, task complexity, and communication bandwidth.
Why Constraints = Metacognition
Approval gate = two agents examine a decision
Evidence requirement = forced outcome documentation
Risk threshold = escalation triggers self-examination
Compliance check = alignment with stated values
Governance Density Spectrum
Excessive constraints freeze adaptation
Optimal zone — meaningful specialization
Insufficient governance — cascading failures
D is the density of proprioceptive sensors in the organizational body. Without it, the organization cannot sense or maintain coherence.
The Fundamental Theorem.
λ_max(A_t) < 1 − D_t
Main Theorem
The spectral radius of the influence matrix must stay below 1 minus governance density. This is the fundamental stability condition.
State Evolution
State evolves through influence propagation (A) damped by governance (D). Exogenous perturbations are bounded by density.
Stability Margin
The stability margin. Larger margin = faster convergence. Near-zero margin = vulnerability to perturbations. Convergence is O(1/δ).
Parameter Space
Intuition
Influence propagation amplifies perturbations (λ_max). Governance damping absorbs them (1−D). Stability requires: dampening > amplification.
Three Regimes of Organization.
Stagnation / Stable / Chaos
Role Entropy
Role entropy measures organizational health. Too low = stagnation. Too high = chaos. Moderate = stable specialization.
Parameters
D > 0.7, B_comm = low
Role Entropy
Near 0 within 50 epochs
Outcome
Throughput: 15% of maximum
Parameters
0.3 < D < 0.7, B_comm = mid-high
Role Entropy
Moderate, converging
Outcome
λ_max < 1 − D (bounded)
Parameters
D < 0.2, B_comm = high
Role Entropy
Maximum, non-converging
Outcome
Divergence within 20 epochs
Anomaly Detection + Convergence.
The Organizational Immune System.
Combined Anomaly Score
Isolation Forest score + Autoencoder reconstruction error. Dual detection catches both sudden anomalies and gradual drift.
Convergence Condition
The system converges when state changes approach zero. Requires bounded gradients, stable D, and Doctor intervention.
Response Thresholds
Bounded Policy Gradients
Gate-constrained RL framework limits update magnitude
Stable Governance Density
Momentum + rate limiters prevent oscillation
Doctor Intervention
Catch runaway agents before cascading failure
MARIA OS Mapping
Read the full research article
Metacognition in Agentic Companies