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LLMs aren't world models

yosefk.com

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Re: LLMs aren't world models

#151

One thing I appreciated about this post, unlike a lot of AI-skeptic posts, is that it actually makes a concrete falsifiable prediction; specifically, "LLMs will never manage to deal with large code bases 'autonomously'". So in the future we can look back and see whether it was right. For my part, I'd give 80% confidence that LLMs will be able to do this within two years, without fundamental architectural changes.

"Deal with" and "autonomously" are doing a lot of heavy lifting there. Cursor already does a pretty good job indexing all the files in a code base in a way that lets it ask questions and get answers pretty quickly. It's just a matter of where you set the goalposts.

Cursor fails miserably for me even just trying to replace function calls with method calls consistently, like I said in the post. This I would hope is fixable. By dealing autonomously I mean "you don't need a programmer - a PM talks to an LLM and that's how the code base is maintained, and this happens a lot (rather than on one or two famous cases where it's pretty well known how they are special and different from most work)"

By "large" I mean 300K lines (strong prediction), or 10 times the context window (weaker prediction)

I don't shy away from looking stupid in the future, you've got to give me this much

Re: LLMs aren't world models

#152

Earlier quoted context omitted.

> they clearly don't have any world model whatsoever Then how did an LLM get gold on the mathematical Olympiad, where it certainly hadn’t seen the questions before? How on earth is that possible without a decent working model of mathematics? Sure, LLMs might make weird errors sometimes (nobody is denying that), but clearly the story is rather more complicated than you suggest.

> where it certainly hadn’t seen the questions before? What are you basing this certainty on? And even if you're right that the specific questions had not come up, it may still be that the questions from the math olympiad were rehashes of similar questions in other texts, or happened to correspond well to a composition of some other problems that were part of the training set, such that the LLM could 'pick up' on the…

Like the other reply said, each exam has entirely new questions which are of course secret until the test is taken.

Sure, the questions were probably in a similar genre as existing questions or required similar techniques that could be found in solutions that are out there. So what? You still need some kind of world model of mathematics in which to understand the new problem and apply the different techniques to solve it.

Are you really claiming that SOTA LLMs don’t have any world model of mathematics at all? If so, can you tell us what sort of example would convince you otherwise? (Note that the ability to do novel mathematics research is setting the bar too high, because many capable mathematics majors never get to that point, and they clearly have a reasonable model of mathematics in their heads.)

Re: LLMs aren't world models

#153

Earlier quoted context omitted.

> With LLMs being unable to count how many Bs are in blueberry, they clearly don't have any world model whatsoever. Is this a real defect, or some historical thing? I just asked GPT-5: How many "B"s in "blueberry"? and it replied: There are 2 — the letter b appears twice in "blueberry". I also asked it how many Rs in Carrot, and how many Ps in Pineapple, amd it answered both questions correctly too.

It’s a historical thing that people still falsely claim is true, bizarrely without trying it on the latest models. As you found, leading LLMs don’t have a problem with it anymore.

Some LLMs do better than others, but this still sometimes trips up even "frontier" non-reasoning models. People were showing this on this very forum with GPT-5 in the past couple days.

Re: LLMs aren't world models

#154
post #117

Don’t: use LLMs to play chess against you Do: use LLMs to talk shit to you while a real chess AI plays chess against you. The above applies to a lot of things besides chess, and illustrates a proper application of LLMs.

Are you suggesting that we use an LLM as an interface between the AI and the player? Why would anyone choose to awkwardly play using natural language rather than a reliable, fast and intuitive UI?

No, I think they're suggesting the LLM should literally be "talking shit", e.g. in a chat window alongside the game UI, as if you're in a live chat with another player. As in, use the LLM for processing language, and the chess engine for playing chess.

I think this is quite an amusing idea, as the LLM would see the moves the chess engine made and comment along the lines of "wow, I didn't see that one coming!" very Roger Sperry.

Re: LLMs aren't world models

#155

One thing I appreciated about this post, unlike a lot of AI-skeptic posts, is that it actually makes a concrete falsifiable prediction; specifically, "LLMs will never manage to deal with large code bases 'autonomously'". So in the future we can look back and see whether it was right. For my part, I'd give 80% confidence that LLMs will be able to do this within two years, without fundamental architectural changes.

That feels like a statement that's far too loosely defined to be meaningful to me.

I work on codebases that you could describe as 'large', and you could describe some of the LLM driven work being done on them as 'autonomous' today.

Re: LLMs aren't world models

#156
post #151

Earlier quoted context omitted.

"Deal with" and "autonomously" are doing a lot of heavy lifting there. Cursor already does a pretty good job indexing all the files in a code base in a way that lets it ask questions and get answers pretty quickly. It's just a matter of where you set the goalposts.

Cursor fails miserably for me even just trying to replace function calls with method calls consistently, like I said in the post. This I would hope is fixable. By dealing autonomously I mean "you don't need a programmer - a PM talks to an LLM and that's how the code base is maintained, and this happens a lot (rather than on one or two famous cases where it's pretty well known how they are special and different from m…

I'm pretty sure you can do that right now in Claude Code with the right subagent definitions.

(For what it's worth, I respect and greatly appreciate your willingness to put out a prediction based on real evidence and your own reasoning. But I think you must be lacking experience with the latest tools & best practices.)

Re: LLMs aren't world models

#157

One thing I appreciated about this post, unlike a lot of AI-skeptic posts, is that it actually makes a concrete falsifiable prediction; specifically, "LLMs will never manage to deal with large code bases 'autonomously'". So in the future we can look back and see whether it was right. For my part, I'd give 80% confidence that LLMs will be able to do this within two years, without fundamental architectural changes.

In two years there will be probably no new 'autonomous' LLMs. They will be most likely integrated into 'products', trained and designed for this. We see the beginning of it today as agents and tools.

Re: LLMs aren't world models

#158
> LLMs are not by themselves sufficient as a path to general machine intelligence; in some sense they are a distraction because of how far you can take them despite the approach being fundamentally incorrect.

I don't believe that it is a fundamentally incorrect approach. I believe, that human mind does something like that all the time, the difference is our minds have some additional processes that can, for example, filter hallucinations.

Kids at a specific age range are afraid of their imagination. Their imagination can place a monster into any dark place where nothing can be seen. Adult mind can do the same easily, but the difference is kids have difficulties distinguishing imagination and perception, while adult generally manage.

I believe, the ability of human mind to see difference between imagination/hallucinations from one hand and perception and memory from the other is not a fundamental thing stemming from the architecture of brains but a learned skill. Moreover people can be tricked to acquire false memory[1]. If LLM fell to tricks of Elizabet Loftus, we'd say LLM hallucinated.

What LLMs need is to learn some tricks to detect hallucinations. Probably they will not get 100% reliable detector, but to get to the level of humans they don't need 100% reliability.

Re: LLMs aren't world models

#159
post #151

Earlier quoted context omitted.

Cursor fails miserably for me even just trying to replace function calls with method calls consistently, like I said in the post. This I would hope is fixable. By dealing autonomously I mean "you don't need a programmer - a PM talks to an LLM and that's how the code base is maintained, and this happens a lot (rather than on one or two famous cases where it's pretty well known how they are special and different from m…

I'm pretty sure you can do that right now in Claude Code with the right subagent definitions. (For what it's worth, I respect and greatly appreciate your willingness to put out a prediction based on real evidence and your own reasoning. But I think you must be lacking experience with the latest tools & best practices.)

If you're right, there will soon be a flood of software teams with no programmers on them - either across all domains, or in some domains where this works well. We shall see.

Indeed I have no experience with Claude Code, but I use Claude via chat, and it fails all the time on things not remotely as hard as orientation in a large code base. Claude Code is the same thing with the ability to run tools. Of course tools help to ground its iterations in reality, but I don't think it's a panacea absent a consistent ability to model the reality you observe thru your use of tools. Let's see...

Re: LLMs aren't world models

#160
post #30
post #21

This article is interesting but pretty shallow. 0(?): there’s no provided definition of what a ‘world model’ is. Is it playing chess? Is it remembering facts like how computers use math to blend Colors? If so, then ChatGPT: https://chatgpt.com/s/t_6898fe6178b88191a138fba8824c1a2c has a world model right? 1. The author seems to conflate context windows with failing to model the world in the chess example. I challenge…

A "world model" depends on the context which defines which world the problem is in. For chess, which moves are legal and needing to know where the pieces are to make legal moves are parts of the world model. For alpha blending, it being a mathematical operation and the visibility of a background given the transparency of the foreground are parts of the world model. The examples are from all the major commercial Ameri…

If you train an LLM on chess, it will learn that too. You don't need to explain the rules, just feed it chess games, and it will stop making illegal moves at some point. It is a clear example of an inferred world model from training.

https://arxiv.org/abs/2501.17186

PS "Major commercial American LLM" is not very meaningful, you could be using GPT4o with that description.

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