One thing it's hard to wrap my head around is that we are giving more and more trust to something we don't understand with the assumption (often unchecked) that it just works. Basically your refrain is used to justify all sorts of odd setup of AIs, agents, etc.
I am much more worried about the problem where LLMs are actively misleading low-info users into thinking they’re people, especially children and old people.
As one might expect, because the AI isn't actually thinking, it's just spending more tokens on the problem. This sometimes leads to the desired outcome but the phenomenon is very brittle and disappears when the AI is pushed outside the bounds of its training.
To quote their discussion, "CoT is not a mechanism for genuine logical inference but rather a sophisticated form of structured pattern matching, fundamentally bounded by the data distribution seen during training. When pushed even slightly beyond this distribution, its performance degrades significantly, exposing the superficial nature of the “reasoning” it produces."
This is science at its worst, where you start at an inflammatory conclusion and work backwards. There is nothing particularly novel presented here, especially not in the mathematics; obviously performance will degrade on out-of-distribution tasks (and will do so for humans under the same formulation), but the real question is how out-of-distribution a lot of tasks actually are if they can still be solved with CoT. Yes, if you restrict the dataset, then it will perform poorly. But humans already have a pretty large visual dataset to pull from, so what are we comparing to here? How do tiny language models trained on small amounts of data demonstrate fundamental limitations?
I'm eager to see more works showing the limitations of LLM reasoning, both at small and large scale, but this ain't it. Others have already supplied similar critiques, so let's please stop sharing this one around without the grain of salt.
Science starts with a guess and you run experiments to test.
Regardless of being in conversation or thinking context this doesn't prevent the model from speaking the wrong answer so the paper on the illusion of thinking makes sense.
What actually seems to be happening is a form of conversational prompting. Of course with the right conversation back and forth with an LLM you can inject knowledge in a way that causes the natural distribution to shift (again - side effect of the LLM tech.) but by itself it won't naturally get the answer perfect every time.
If this extended thinking were actually working you would expect the LLM to be able to logically conclude an answer with very high accuracy 100% of the time which it does not.
- https://arcprize.org/leaderboard
- https://aider.chat/docs/leaderboards/
- https://arstechnica.com/ai/2025/07/google-deepmind-earns-gol...
Surely the IMO problems weren't "within the bounds" of Gemini's training data.
Certainly they weren't training on the unreleased problems. Defining out of distribution gets tricky.
GPT 5 fast gets many things wrong but switching to the thinking model fixes the issues very often.
