This feels to me more like incremental belief building than "thinking ahead of time" (which is not what the paper is claiming). The model only has partial observability of the program it is working on (whatever tool call outputs are present in the context), as well as the trajectory of actions it has taken, and from this is building up some internal beliefs about the program - the probes used were looking for pretty…
> more like incremental belief building than "thinking ahead of time" concretely, what's the difference here? (I suppose you could define "thinking ahead of time" as explicitly using something like "thinking tokens" which might be roughly analogous to system1/system2 thinking, but note that we still call system 1 thinking "thinking")
My hunch is that the model isn't thinking/planning head in order to achieve these probe results, but rather that they just reflect the models current take/beliefs on "how it's going" right now, and any correlation with "how it's going" in 25 steps time is just due to the inherent biases in the setup - well-formed programs tend to stay well-formed, etc.