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The Illusion of Thinking: Strengths and limitations of reasoning models [pdf]

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Re: The Illusion of Thinking: Strengths and limitations of reasoning models [pdf]

#111
I think one of the reason we are confused about what LLMs can do is because they use language. And we look at the "reasoning traces" and the tokens there look human, but what is actually happening is very alien to us, as shown by "Biology of Large Language Models"[1] and "Safety Alignment Should Be Made More Than Just a Few Tokens Deep"[2]

I am struggling a lot to see what the tech can and can not do, particularly designing systems with them, and how to build systems where the whole is bigger than the sum of its parts. And I think this is because I am constantly confused by their capabilities, despite understanding their machinery and how they work, their use of language just seems like magic. I even wrote https://punkx.org/jackdoe/language.html just to remind myself how to think about it.

I think this kind of research is amazing and we have to spend tremendous more effort into understanding how to use the tokens and how to build with them.

[1]: https://transformer-circuits.pub/2025/attribution-graphs/bio...

[2]: https://arxiv.org/pdf/2406.05946

Re: The Illusion of Thinking: Strengths and limitations of reasoning models [pdf]

#112

Earlier quoted context omitted.

As a test, I asked Gemini 2.5 Flash and Gemini 2.5 Pro to decode a single BASE64 string. Flash answered correctly in ~2 seconds, at most. Pro answered very wrongly after thinking and elaborating for ~5 minutes. Flash was also giving a wrong answer for the same string in the past, but it improved. Prompt was the same: "Hey, can you decode $BASE64_string?" I have no further comments.

well that's not a very convincing argument. That's just a failure to recognize when the use of a tool- base64 decoder- is needed, not a reasoning problem at all, right?

A moderately smart human who understands how Base64 works can decode it by hand without external tools other than pen and paper. Coming up with the exact steps to perform is a reasoning problem.

Re: The Illusion of Thinking: Strengths and limitations of reasoning models [pdf]

#113

I think one of the reason we are confused about what LLMs can do is because they use language. And we look at the "reasoning traces" and the tokens there look human, but what is actually happening is very alien to us, as shown by "Biology of Large Language Models"[1] and "Safety Alignment Should Be Made More Than Just a Few Tokens Deep"[2] I am struggling a lot to see what the tech can and can not do, particularly de…

The opposite might apply, too; the whole system may be smaller than its parts, as it excels at individual tasks but mixes things up in combination. Improvements will be made, but I wonder if we should aim for generalists, or accept more specialist approaches as it is difficult to optimise for all tasks at once.

Re: The Illusion of Thinking: Strengths and limitations of reasoning models [pdf]

#114

I think one of the reason we are confused about what LLMs can do is because they use language. And we look at the "reasoning traces" and the tokens there look human, but what is actually happening is very alien to us, as shown by "Biology of Large Language Models"[1] and "Safety Alignment Should Be Made More Than Just a Few Tokens Deep"[2] I am struggling a lot to see what the tech can and can not do, particularly de…

> how to build systems where the whole is bigger than the sum of its parts

A bit tangential, but I look at programming as inherently being that. Every task I try to break down into some smaller tasks that together accomplish something more. That leads me to think that, if you structure the process of programming right, you will only end up solving small, minimally interwined problems. Might sound far-fetched, but I think it's doable to create such a workflow. And, even the dumber LLMs would slot in naturally into such a process, I imagine.

Re: The Illusion of Thinking: Strengths and limitations of reasoning models [pdf]

#115

I think one of the reason we are confused about what LLMs can do is because they use language. And we look at the "reasoning traces" and the tokens there look human, but what is actually happening is very alien to us, as shown by "Biology of Large Language Models"[1] and "Safety Alignment Should Be Made More Than Just a Few Tokens Deep"[2] I am struggling a lot to see what the tech can and can not do, particularly de…

The opposite might apply, too; the whole system may be smaller than its parts, as it excels at individual tasks but mixes things up in combination. Improvements will be made, but I wonder if we should aim for generalists, or accept more specialist approaches as it is difficult to optimise for all tasks at once.

You know the meme "seems like will have AGI before we can reliably parse PDFs" :)

So if you are building a system, lets say you ask it to parse a pdf, and you put a judge to evaluate the quality of the output, and then you create a meta judge to improve the prompts of the parser and the pdf judge. The question is, is this going to get better as it is running, and even more, is it going to get better as the models are getting better?

You can build the same system in completely different way, more like 'program synthesis' imagine you dont use llms to parse, but you use them to write parser code, and tests, and then judge to judge the tests, or even escalate to human to verify, then you train your classifier that picks the parser. Now this system is much more likely to improve itself as it is running, and as the models are getting better.

Few months ago Yannic Kilcher gave this example as that it seems that current language models are very constrained mid-sentence, because they most importantly want produce semantically consistent and grammatically correct text, so the entropy mid sentence is very different than the entropy after punctuation. The . dot "frees" the distribution. What does that mean for "generalists" or "specialists" approach when sampling the wrong token can completely derail everything?

If you believe that the models will "think" then you should bet on the prompt and meta prompt approach, if you believe they will always be limited then you should build with program synthesis.

And, honestly, I am totally confused :) So this kind of research is incredibly useful to clear the mist. Also things like https://www.neuronpedia.org/

E.G. Why compliment (you can do this task), guilt (i will be fired if you don't do this task), and threatening (i will harm you if you don't do this task) work with different success rate? Sergey Brin said recently that threatening works best, I cant get my self to do it, so I take his word for it.

Re: The Illusion of Thinking: Strengths and limitations of reasoning models [pdf]

#116

Man, remember when everyone was like 'AGI just around the corner!' Funny how well the Gartner hype cycle captures these sorts of things

I remember "stochastic parrot" and people saying it's fancy markov chain/dead end. You don't hear them much after roughly agentic coding appeared.

Spicy autocomplete is still spicy autocomplete

Re: The Illusion of Thinking: Strengths and limitations of reasoning models [pdf]

#118
post #114

I think one of the reason we are confused about what LLMs can do is because they use language. And we look at the "reasoning traces" and the tokens there look human, but what is actually happening is very alien to us, as shown by "Biology of Large Language Models"[1] and "Safety Alignment Should Be Made More Than Just a Few Tokens Deep"[2] I am struggling a lot to see what the tech can and can not do, particularly de…

> how to build systems where the whole is bigger than the sum of its parts A bit tangential, but I look at programming as inherently being that. Every task I try to break down into some smaller tasks that together accomplish something more. That leads me to think that, if you structure the process of programming right, you will only end up solving small, minimally interwined problems. Might sound far-fetched, but I t…

> And, even the dumber LLMs would slot in naturally into such a process

That is what I am struggling with, it is really easy at the moment to slot LLM and make everything worse. Mainly because its output is coming from torch.multinomial with all kinds of speculative decoding and quantizations and etc.

But I am convinced it is possible, just not the way I am doing it right now, thats why I am spending most of my time studying.

Re: The Illusion of Thinking: Strengths and limitations of reasoning models [pdf]

#119

Is Apple failing at AI so they just put all their R&D towards convincing themselves it isn't important?

A slightly less cynical take is that they want to temper expectations for the capabilities of LLMs in people’s day-to-day lives, specifically in the context of Apple products. A “smarter Siri” is never going to be an autonomous personal assistant à la Jarvis from Iron Man, which seems to be where a lot of investors think things are going. That tracks with this [0] preprint also released by Apple a few months ago.

A slightly more cynical take is that you’re absolutely correct, and making excuses for weak machine learning prowess has long been an Apple tenet. Recall that Apple never made privacy a core selling point until it was clear that Siri was years behind Google’s equivalent, which Apple then retroactively tried to justify by claiming “we keep your data private so we can’t train on it the way Google can.”

[0] https://arxiv.org/pdf/2410.05229

Re: The Illusion of Thinking: Strengths and limitations of reasoning models [pdf]

#120
post #101

Earlier quoted context omitted.

I imagine if you asked the LLM why the wolf can't be close to the goat it would give a reasonable answer. I realise it does it by using permutation of tokens but I think you have to judge intelligence by the results rather than the mechanism otherwise you could argue humans can't be intelligent because they are just a bunch of neurons that find patterns.

We have had programs that can give good answers to some hard questions for a very long time now. Watson won jeapordy already 2011, but it still wasn't very good at replacing humans. So that isn't a good way to judge intelligence, computers are so fast and have so much data that you can make programs to answer just about anything pretty well, LLM is able to do that but more automatic. But it still doesn't automate the…

LLMs are not the only model type though? There's a plethora of architectures and combinations being researched.. And even transformers start to be able to do cool sh1t on knowledge graphs, also interesting is progress on autoregressive physics PDE (partial differential equations) models.. and can't be too long until some providers of actual biological neural nets show up on openrouter (probably a lot less energy and capital intense to scale up brain goo in tanks compared to gigawatt GPU clusters).. combine that zoo of "AI" specimen using M2M, MCP etc. and the line between mock and "true"intelligence will blur, escalating our feable species into ASI territory.. good luck to us.
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