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Why I'm still bearish on LLMs after Navier-Stokes

dank.systems

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Re: Why I'm still bearish on LLMs after Navier-Stokes

#461
post #438

Earlier quoted context omitted.

Traditional non-chaotic systems* LLMs are deterministic. They are chaotic, which people confuse for non-deterministic.

> They are chaotic, which people confuse for non-deterministic. That's an odd argument, because a lot of people who have struggled to decipher complex chaotic systems would tell you this is a distinction without much of a difference.

Yeah if you give the llm the exact same input over and over you really shouldn’t be using an llm.

Re: Why I'm still bearish on LLMs after Navier-Stokes

#462

Earlier quoted context omitted.

What happens when you ask those same frontier models to write a chess-playing program? I feel like, this is a huge stumbling block that many people have. They'll give a model their data, and ask it questions. I vastly prefer letting the model understand the schema, and then writing functions or programs to answer those questions. I feel like I get way, way better answers. I can have it write unit tests for those func…

It's a great test of cognitive abilities. There are many claims that current LLMs surpass humans in cognitive abilities so it's noteworthy that they underperform on that test. Letting the model execute a chess program (that it wrote) would make sense if you're measuring its economic potential, but for cognition that would be cheating just like if you let a human run a chess program. The fact that the human would have…

>> There are many claims that current LLMs surpass humans in cognitive abilities

Where? By whom? This is certainly not (yet) the general consensus, as I understand it. Are you taking the most optimistic / untethered comments as the strawman against which you feel the need to argue?

Re: Why I'm still bearish on LLMs after Navier-Stokes

#463
This is the most grounded and coherent take I’ve seen on the actual realizable value of LLMs.. pretty much since they came out.

> the classes of firms that can accept the use of fully autonomous LLMs are few, by my count just three:

1. those who can accept failure cheaply: firms that would otherwise hire interns, firms involved in rapid prototyping work, etc.

2. those who need done a small set of narrowly defined tasks with existing clear guardrails: repetitive physical labor in a controlled environment, call center and customer service chat work, etc.

3. those that can accept or already do by nature the costs of rigorous specification and validation: chip design, drug discovery, and other domains where failure on deployment is an existential concern.

the first two classes are price sensitive and arguably don't need the jump in reasoning quality you see going from cheap to frontier models. most of these firms will be best served by open models running on cheap hardware, perhaps even locally at the site of use. for the first and third classes, the type of fuzzy combinatorial search that has produced headline results in mathematics and security research seems more sensitive to agentic swarm width than reasoning capacity

This is just so on point. And for the third class (which I would extend to things like materials research as well), specification and validation are already by FAR the larger costs, so automating search and simulation is really not a massive game changer for the broader business.

Re: Why I'm still bearish on LLMs after Navier-Stokes

#464
post #414
post #391

Earlier quoted context omitted.

A human wouldn't do that, they'd look at the board. I'm not disagreeing that to demonstrate clear superhuman ability the LLM should be able to do this, but it plays better than most humans blindfolded, and with fair prompts seems very good otherwise.

That's what a human will do if they already have a physical board to look at. But if someone, say, posed you a chess exam question via FEN notation, or as a sequence of moves in algebraic notation, you'd sketch a visual representation of the board off your own initiative to help you answer the question. There is nothing in principle to stop the LLM creating its own board representations in whatever format enables it…

I maintain that the amount of effort to teach a human to do this vastly outweighs the amount of effort to teach an LLM to do this unless you're deliberately trying to make them fail. I honestly have no bigger point than that, I just think this isn't a very good thing by which to evaluate LLM capabilities. If there's no argument you'll accept, I am happy to move on.

Re: Why I'm still bearish on LLMs after Navier-Stokes

#465

Earlier quoted context omitted.

> current frontier models > Gemini 2.5 Pro, O3, Claude Sonnet 3.7 and ChatGPT 4.1 The gap in capabilities between those models which they tested, and actual current frontier ones is enormous. I would not trust that any conclusions they made are applicable.

I tested both myself and a weak bot against Astra xhigh, https://lichess.org/study/27lCQqDa . It's still pretty bad at chess, though it takes longer to devolve into illegal moves.

> though it takes longer to devolve into illegal moves

Is this because the context is being saturated? How did you set it up?

Was the prompt something like "Here's the state of the board, you're white, your move, what do you do?" and then starting fresh each time? Or did it include the whole history of moves and board states and previous thinking tokens and so on? No judgment, just trying to add this data point (thanks for sharing!) to my mental model and understanding.

I'd be curious how it would work if it started fresh each time. My guess is it would never make an illegal move, although it may not actually play all that well.

Re: Why I'm still bearish on LLMs after Navier-Stokes

#466

"are priced according to the narrative that they have produced or will in the very near future produce a fully automated drop-in replacement for most knowledge workers, " No, they're really not. They're priced in a way that would imply AI will be universal form of compute, alongside traditional deterministic systems - which it will be. And that they will capture most of that ... which they won't. The Frontier Labs ar…

Traditional non-chaotic systems* LLMs are deterministic. They are chaotic, which people confuse for non-deterministic.

I used that description some months ago and I think you are the first person I see who put it the same way.

The only gotcha with this is that they are theoretically deterministic, but rarely in practice.

A few examples:

- Harness specific settings that user can't control (anything from timestamp to prng seeding.

- Batching requests in a way that leads to a single request being processed different depending upon the batch (say MoE where your first choice expert is assigned to someone else's token so you go to your second choice vs a batch where you get your first choice).

- Graphics card itself carrying out floating point arithmetic in slightly different orders leading to floating point non associativity causing different outputs.

But all of these can be controlled for (at some cost) and the model can be ran deterministically.

For the average user, it might as well be non-deterministic, but when considering theoretical capabilities, chaotic deterministic system seems the better description.

Re: Why I'm still bearish on LLMs after Navier-Stokes

#467

Earlier quoted context omitted.

The question is to what end? This is a benchmark task, because playing chess, or solving other well-understood problems is more of a party trick than it is useful. If you let the LLM write a chess program, which it can ONLY do because there are already so many chess programs out there, then the benchmark becomes about recall of popular program source code, not chess.

Do you want to measure the ability of the box, or measure the ability of the box with one hand tied behind its back? More to my point, I think it's stupid to have LLMs do work that should be done by programs... programs potentially written by LLMs. I'm advising people that they should think about this distinction, themselves, when they have data and want answers.

Neither. As I said I want to measure cognitive abilities.

Your "ability of the box" is like "economic potential" in my previous comment. If that's what you want to measure, fine. But I want a deeper understanding: what is the thing doing, how is it solving problems? I want to get a sense of its abilities that is richer than a one-dimensional scale.

Re: Why I'm still bearish on LLMs after Navier-Stokes

#468

This April 2026 paper is a fun and related read. https://arxiv.org/html/2509.24239v4 Researchers asked frontier models to play chess. Have a look at the MAR rates in Table 3. When not explicitly told which moves were legal, no model identified legal moves at a rate better than 80%. Many asked for more illegal moves than legal moves. And even when explicitly told which moves were legal, the models continued to ask for…

These "researchers" are less informed on LLM chess than random internet bloggers. The situation is much more interesting

https://dynomight.net/chess/

Re: Why I'm still bearish on LLMs after Navier-Stokes

#469

This April 2026 paper is a fun and related read. https://arxiv.org/html/2509.24239v4 Researchers asked frontier models to play chess. Have a look at the MAR rates in Table 3. When not explicitly told which moves were legal, no model identified legal moves at a rate better than 80%. Many asked for more illegal moves than legal moves. And even when explicitly told which moves were legal, the models continued to ask for…

These "researchers" are less informed on LLM chess than random internet bloggers. The situation is much more interesting https://dynomight.net/chess/

Forgot to add the amazing follow up

https://dynomight.net/more-chess/

Re: Why I'm still bearish on LLMs after Navier-Stokes

#470

Earlier quoted context omitted.

> current frontier models > Gemini 2.5 Pro, O3, Claude Sonnet 3.7 and ChatGPT 4.1 The gap in capabilities between those models which they tested, and actual current frontier ones is enormous. I would not trust that any conclusions they made are applicable.

So give me a falsifiable point in time, a model you would claim succeeds at the task. One does not get to hotfix-patch updater out of the pressures of reality. Today is the day.

Sure: https://dynomight.net/more-chess/
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