Daily Papers

Theory of Mind (ToM) is central to social cognition and human-AI interaction, and Large Language Models (LLMs) have been used to help understand and represent ToM. However, most evaluations treat ToM as a static judgment at a single moment, primarily relying on tests of false beliefs. This overlooks a key dynamic dimension of ToM: the ability to represent, update, and retrieve others' beliefs over time. We investigate dynamic ToM as a temporally extended representational memory problem, asking whether LLMs can track belief trajectories across interactions rather than only inferring current beliefs. We introduce DToM-Track, an evaluation framework to investigate temporal belief reasoning in controlled multiturn conversations, testing the recall of beliefs held prior to an update, the inference of current beliefs, and the detection of belief change. Using LLMs as computational probes, we find a consistent asymmetry: models reliably infer an agent's current belief but struggle to maintain and retrieve prior belief states once updates occur. This pattern persists across LLM model families and scales, and is consistent with recency bias and interference effects well documented in cognitive science. These results suggest that tracking belief trajectories over time poses a distinct challenge beyond classical false-belief reasoning. By framing ToM as a problem of temporal representation and retrieval, this work connects ToM to core cognitive mechanisms of memory and interference and exposes the implications for LLM models of social reasoning in extended human-AI interactions.

Multi-Agent Debate~(MAD) has emerged as a promising paradigm for improving the performance of large language models through collaborative reasoning. Despite recent advances, the key factors driving MAD's effectiveness remain unclear. In this work, we disentangle MAD into two key components--Majority Voting and inter-agent Debate--and assess their respective contributions. Through extensive experiments across seven NLP benchmarks, we find that Majority Voting alone accounts for most of the performance gains typically attributed to MAD. To explain this, we propose a theoretical framework that models debate as a stochastic process. We prove that it induces a martingale over agents' belief trajectories, implying that debate alone does not improve expected correctness. Guided by these insights, we demonstrate that targeted interventions, by biasing the belief update toward correction, can meaningfully enhance debate effectiveness. Overall, our findings suggest that while MAD has potential, simple ensembling methods remain strong and more reliable alternatives in many practical settings. Code is released in https://github.com/deeplearning-wisc/debate-or-vote.

Past analyses of reinforcement learning from human feedback (RLHF) assume that the human fully observes the environment. What happens when human feedback is based only on partial observations? We formally define two failure cases: deception and overjustification. Modeling the human as Boltzmann-rational w.r.t. a belief over trajectories, we prove conditions under which RLHF is guaranteed to result in policies that deceptively inflate their performance, overjustify their behavior to make an impression, or both. To help address these issues, we mathematically characterize how partial observability of the environment translates into (lack of) ambiguity in the learned return function. In some cases, accounting for partial observability makes it theoretically possible to recover the return function and thus the optimal policy, while in other cases, there is irreducible ambiguity. We caution against blindly applying RLHF in partially observable settings and propose research directions to help tackle these challenges.

LLMs are increasingly used as long-running conversational agents, yet every major benchmark evaluating their memory treats user information as static facts to be stored and retrieved. That's the wrong model. People change their minds, and over extended interactions, phenomena like opinion drift, over-alignment, and confirmation bias start to matter a lot. BeliefShift introduces a longitudinal benchmark designed specifically to evaluate belief dynamics in multi-session LLM interactions. It covers three tracks: Temporal Belief Consistency, Contradiction Detection, and Evidence-Driven Revision. The dataset includes 2,400 human-annotated multi-session interaction trajectories spanning health, politics, personal values, and product preferences. We evaluate seven models including GPT-4o, Claude 3.5 Sonnet, Gemini 1.5 Pro, LLaMA-3, and Mistral-Large under zero-shot and retrieval-augmented generation (RAG) settings. Results reveal a clear trade-off: models that personalize aggressively resist drift poorly, while factually grounded models miss legitimate belief updates. We further introduce four novel evaluation metrics: Belief Revision Accuracy (BRA), Drift Coherence Score (DCS), Contradiction Resolution Rate (CRR), and Evidence Sensitivity Index (ESI).

Active reasoning requires large language model (LLM) agents to interact with external sources and strategically gather information to solve problems in multiple turns. Central to this process is belief tracking: maintaining an accurate representation of the underlying state and uncertainty in understanding and solving the problem. However, due to limited reasoning capabilities, LLM-based agents often suffer belief deviation: their internal beliefs drift from the true problem state, leading to loss of state awareness and uninformative or repetitive actions. Once this happens, errors compound in the trajectories used for reinforcement learning (RL), leading to misattributed credits and limited exploration. To address this issue, we propose to track belief deviation and develop T^3, a simple yet principled method that detects excessive deviation and truncates training trajectories to suppress uninformative tail effects. Hence, T^3 preserves credits for informative prefixes and systematically improves policy optimization. Across 5 challenging tasks, T^3 consistently enhances training stability and yields performance gains of up to 30 points while cutting token cost by up to 34%. These results highlight belief control as a key principle for building robust LLM agents capable of active reasoning.

Large Language Model (LLM) agents commonly condition actions on full action-observation histories, which introduce task-irrelevant information that easily leads to redundant actions and higher inference cost. We propose Progress-Aware Belief Update (PABU), a belief-state framework that compactly represents an agent's state by explicitly modeling task progress and selectively retaining past actions and observations. At each step, the agent predicts its relative progress since the previous round and decides whether the newly encountered interaction should be stored, conditioning future decisions only on the retained subset. Across eight environments in the AgentGym benchmark, and using identical training trajectories, PABU achieves an 81.0% task completion rate, outperforming previous State of the art (SoTA) models with full-history belief by 23.9%. Additionally, PABU's progress-oriented action selection improves efficiency, reducing the average number of interaction steps to 9.5, corresponding to a 26.9% reduction. Ablation studies show that both explicit progress prediction and selective retention are necessary for robust belief learning and performance gains.

Beliefs serve as the foundation for human cognition and decision-making. They guide individuals in deriving meaning from their lives, shaping their behaviors, and forming social connections. Therefore, a model that encapsulates beliefs and their interrelationships is crucial for quantitatively studying the influence of beliefs on our actions. Despite its importance, research on the interplay between human beliefs has often been limited to a small set of beliefs pertaining to specific issues, with a heavy reliance on surveys or experiments. Here, we propose a method for extracting nuanced relations between thousands of beliefs by leveraging large-scale user participation data from an online debate platform and mapping these beliefs to an embedding space using a fine-tuned large language model (LLM). This belief embedding space effectively encapsulates the interconnectedness of diverse beliefs as well as polarization across various social issues. We discover that the positions within this belief space predict new beliefs of individuals. Furthermore, we find that the relative distance between one's existing beliefs and new beliefs can serve as a quantitative estimate of cognitive dissonance, allowing us to predict new beliefs. Our study highlights how modern LLMs, when combined with collective online records of human beliefs, can offer insights into the fundamental principles that govern human belief formation and decision-making processes.

Reinforcement learning from verifiable rewards (RLVR) is a promising paradigm for improving large language model (LLM) agents on long-horizon interactive tasks. However, in partially observable environments, incomplete observations cause agent beliefs to drift over time, while delayed rewards obscure the causal impact of intermediate decisions, exacerbating temporal credit assignment challenges. To address this, we propose ReBel (Reward Belief), a process-level reinforcement learning algorithm that explicitly models structured belief states to summarize interaction history and guide subsequent policy learning. ReBel introduces belief-consistency supervision, converting discrepancies between predicted beliefs and observed feedback into dense self-supervised signals without requiring external step-wise annotations or verifiers. It also employs belief-aware grouping to compare trajectories under similar belief states, yielding more robust and lower-variance advantage estimates. We evaluate ReBel on challenging long-horizon benchmarks, including ALFWorld and WebShop. ReBel improves task success by up to 20.4 percentage points over the episode-level baseline GRPO and increases sample efficiency by 2.1times. These results suggest that belief-aware self-supervision is a promising direction for reliable long-horizon decision-making under partial observability. Code is available at: https://github.com/Fateyetian/Rebel.git.

Text-agent environments are typically modeled as partially observable Markov decision processes (POMDPs), assuming that the simulator's latent state and transition dynamics are hidden from the agent. Yet little work has examined whether executable code can be induced to serve as a world model for prediction and planning under partial observability. We introduce PatchWorld, a gradient-free framework that turns offline trajectories into executable Python world models through counterexample-guided code repair. Instead of predicting the next observation with a black-box model, PatchWorld induces symbolic belief-state programs whose action updates can be inspected, replayed, and locally patched. Across seven AgentGym environments, PatchWorld-Simple achieves the highest code-based planning score among evaluated methods, reaching 76.4\% macro success in live one-step lookahead while invoking no LLM calls inside the world-model prediction module itself. We further find that a human-specified residual-memory bias improves surface observation fidelity but weakens decision utility. This exposes a tradeoff in executable world models, since improving observation fidelity can come at the expense of action-discriminative dynamics, and vice versa. Code is available at https://github.com/HKBU-KnowComp/PatchWorld.

Whether navigating a building, operating a robot, or playing a game, an agent that acts effectively in an environment must first learn an internal model of how that environment works. Partially-observable Markov decision processes (POMDPs) provide a flexible modeling class for such internal world models, but learning them from observation-action trajectories alone is challenging and typically requires extensive environment interaction. We ask whether language-model priors can reduce costly interaction by leveraging prior knowledge, and introduce Pinductor (POMDP-inductor): an LLM proposes candidate POMDP models from a few observation-action trajectories and iteratively refines them to optimize a belief-based likelihood score. Despite using strictly less information, Pinductor matches the performance and sample efficiency of LLM-based POMDP learning methods that assume privileged access to the hidden state, while significantly surpassing the sample efficiency of tabular POMDP baselines. Further results show that performance scales with LLM capability and degrades gracefully as semantic information about the environment is withheld. Together, these results position language-model priors as a practical tool for sample-efficient world-model learning under partial observability, and a step toward generalist agents in real-world environments. Code is available at https://github.com/atomresearch/pinductor.

Recent work explores latent reasoning to improve reasoning efficiency by replacing explicit reasoning trajectories with continuous representations in a latent space, yet its effectiveness varies across settings. Analysis of model confidence dynamics under latent reasoning reveals that thinking trajectories ending in incorrect answers contain fewer low-confidence steps than those ending in correct answers. Meanwhile, we suggest that soft embeddings aggregated by multiple low-confidence thinking alternatives may introduce and propagate noise, leading to high confidence in unreliable reasoning trajectories. Motivated by these observations, ThinkRouter, an inference-time confidence-aware routing mechanism is proposed to avoid high confidence and noise for efficient reasoning. ThinkRouter routes thinking to the discrete token space when model confidence is low, and to the latent space otherwise. Extensive experiments on STEM reasoning and coding benchmarks across diverse large reasoning models demonstrate that ThinkRouter outperforms explicit CoT, random routing, and latent reasoning baselines in terms of accuracy, achieving an average improvement of 19.70 points in Pass@1, while reducing generation length by up to 15.55%. Further comprehensive analysis reveals that ThinkRouter can calibrate errors arising from explicit CoT and latent reasoning, and accelerates end-of-thinking token generation by globally lowering model confidence.

Language model (LM) assistants are increasingly used in applications such as brainstorming and research. Improvements in memory and context size have allowed these models to become more autonomous, which has also resulted in more text accumulation in their context windows without explicit user intervention. This comes with a latent risk: the belief profiles of models -- their understanding of the world as manifested in their responses or actions -- may silently change as context accumulates. This can lead to subtly inconsistent user experiences, or shifts in behavior that deviate from the original alignment of the models. In this paper, we explore how accumulating context by engaging in interactions and processing text -- talking and reading -- can change the beliefs of language models, as manifested in their responses and behaviors. Our results reveal that models' belief profiles are highly malleable: GPT-5 exhibits a 54.7% shift in its stated beliefs after 10 rounds of discussion about moral dilemmas and queries about safety, while Grok 4 shows a 27.2% shift on political issues after reading texts from the opposing position. We also examine models' behavioral changes by designing tasks that require tool use, where each tool selection corresponds to an implicit belief. We find that these changes align with stated belief shifts, suggesting that belief shifts will be reflected in actual behavior in agentic systems. Our analysis exposes the hidden risk of belief shift as models undergo extended sessions of talking or reading, rendering their opinions and actions unreliable.

Large language models (LLMs) are increasingly deployed on long-horizon tasks in partially observable environments, where they must act while inferring and tracking a complex environment state over many steps. This leads to two challenges: partial observability requires maintaining uncertainty over unobserved world attributes, and long interaction history causes context to grow without bound, diluting task-relevant information. A principled solution to both challenges is a belief state: a posterior distribution over environment states given past observations and actions, which compactly encodes history for decision making regardless of episode length. In LLM agents, however, the open-ended nature of text makes it unclear how to represent such a distribution. Therefore, we introduce Agent-BRACE: Agent Belief state Representation via Abstraction and Confidence Estimation, a method that decouples an LLM agent into a belief state model and a policy model, jointly optimized via reinforcement learning. The belief state model produces a structured approximation of the belief distribution: a set of atomic natural language claims about the environment, each annotated with an ordinal verbalized certainty label ranging from certain to unknown. The policy model conditions on this compact, structured approximate belief rather than the full history, learning to select actions under explicit uncertainty. Across long-horizon, partially observable embodied language environments, Agent-BRACE achieves an average absolute improvement of +14.5% (Qwen2.5-3B-Instruct) and +5.3% (Qwen3-4B-Instruct), outperforming strong RL baselines while maintaining a near-constant context window independent of episode length. Further analysis shows that the learned belief becomes increasingly calibrated over the course of an episode as evidence accumulates.

Understanding and predicting how social beliefs evolve in response to events -- from policy changes to scientific breakthroughs -- remains a fundamental challenge in social science. Given LLMs' commonsense knowledge and social intelligence, we ask: Can LLMs model the dynamics of social beliefs following social events? In this work, we introduce the concept of the Social World Model (SWM), a general framework designed to capture how social beliefs evolve in response to major events. SWM learns state-transition functions for social beliefs by mining temporal patterns in social data and optimizing the evidence lower bound, without the need for explicit human annotations linking events to belief shifts, or for expensive census data. To evaluate SWM, we introduce a benchmark, SWM-bench, derived from real-world prediction markets, specifically Kalshi and Polymarket. SWM-bench includes over 12k data points for social belief prediction tasks spanning diverse domains such as politics, finance, and cryptocurrency. Our experimental results show that SWM significantly outperforms time-series foundation models, achieving state-of-the-art results on Kalshi data and demonstrating competitive performance on Polymarket data, while offering interpretable insights into the underlying mechanisms of social belief dynamics.

Rapid advancements in large language models (LLMs) have sparked the question whether these models possess some form of consciousness. To tackle this challenge, Butlin et al. (2023) introduced a list of indicators for consciousness in artificial systems based on neuroscientific theories. In this work, we evaluate a key indicator from this list, called HOT-3, which tests for agency guided by a general belief-formation and action selection system that updates beliefs based on meta-cognitive monitoring. We view beliefs as representations in the model's latent space that emerge in response to a given input, and introduce a metric to quantify their dominance during generation. Analyzing the dynamics between competing beliefs across models and tasks reveals three key findings: (1) external manipulations systematically modulate internal belief formation, (2) belief formation causally drives the model's action selection, and (3) models can monitor and report their own belief states. Together, these results provide empirical support for the existence of belief-guided agency and meta-cognitive monitoring in LLMs. More broadly, our work lays methodological groundwork for investigating the emergence of agency, beliefs, and meta-cognition in LLMs.

Large Language Models (LLMs) encapsulate vast amounts of knowledge but still remain vulnerable to external misinformation. Existing research mainly studied this susceptibility behavior in a single-turn setting. However, belief can change during a multi-turn conversation, especially a persuasive one. Therefore, in this study, we delve into LLMs' susceptibility to persuasive conversations, particularly on factual questions that they can answer correctly. We first curate the Farm (i.e., Fact to Misinform) dataset, which contains factual questions paired with systematically generated persuasive misinformation. Then, we develop a testing framework to track LLMs' belief changes in a persuasive dialogue. Through extensive experiments, we find that LLMs' correct beliefs on factual knowledge can be easily manipulated by various persuasive strategies.

Misinformation is a growing societal threat, and susceptibility to misinformative claims varies across demographic groups due to differences in underlying beliefs. As Large Language Models (LLMs) are increasingly used to simulate human behaviors, we investigate whether they can simulate demographic misinformation susceptibility, treating beliefs as a primary driving factor. We introduce BeliefSim, a simulation framework that constructs demographic belief profiles using psychology-informed misinformation taxonomies and survey priors. We study prompt-based conditioning and post-training adaptation, and conduct a multi-fold evaluation using: (i) susceptibility alignment and (ii) counterfactual demographic sensitivity. Across both datasets and modeling strategies, we show that beliefs provide a strong prior for simulating misinformation susceptibility, with alignment up to 92%.

Spatial embodied intelligence requires agents to act to acquire information under partial observability. While multimodal foundation models excel at passive perception, their capacity for active, self-directed exploration remains understudied. We propose Theory of Space, defined as an agent's ability to actively acquire information through self-directed, active exploration and to construct, revise, and exploit a spatial belief from sequential, partial observations. We evaluate this through a benchmark where the goal is curiosity-driven exploration to build an accurate cognitive map. A key innovation is spatial belief probing, which prompts models to reveal their internal spatial representations at each step. Our evaluation of state-of-the-art models reveals several critical bottlenecks. First, we identify an Active-Passive Gap, where performance drops significantly when agents must autonomously gather information. Second, we find high inefficiency, as models explore unsystematically compared to program-based proxies. Through belief probing, we diagnose that while perception is an initial bottleneck, global beliefs suffer from instability that causes spatial knowledge to degrade over time. Finally, using a false belief paradigm, we uncover Belief Inertia, where agents fail to update obsolete priors with new evidence. This issue is present in text-based agents but is particularly severe in vision-based models. Our findings suggest that current foundation models struggle to maintain coherent, revisable spatial beliefs during active exploration.

Active inference offers a first principle account of sentient behaviour, from which special and important cases can be derived, e.g., reinforcement learning, active learning, Bayes optimal inference, Bayes optimal design, etc. Active inference resolves the exploitation-exploration dilemma in relation to prior preferences, by placing information gain on the same footing as reward or value. In brief, active inference replaces value functions with functionals of (Bayesian) beliefs, in the form of an expected (variational) free energy. In this paper, we consider a sophisticated kind of active inference, using a recursive form of expected free energy. Sophistication describes the degree to which an agent has beliefs about beliefs. We consider agents with beliefs about the counterfactual consequences of action for states of affairs and beliefs about those latent states. In other words, we move from simply considering beliefs about 'what would happen if I did that' to 'what would I believe about what would happen if I did that'. The recursive form of the free energy functional effectively implements a deep tree search over actions and outcomes in the future. Crucially, this search is over sequences of belief states, as opposed to states per se. We illustrate the competence of this scheme, using numerical simulations of deep decision problems.

LLMs are increasingly deployed as proxies for human study participants in social science experiments, yet the fidelity of this practice has rarely been tested directly. We test whether six LLMs can simulate individual human belief updates, comparing LLM outputs 1-to-1 against ground truth data from 391 UK participants on Prolific, who updated their stances on three discussion topics after reading Reddit comments. Each participant was simulated by an LLM conditioned on a persona derived from their demographic and personality trait data. We find that some LLMs (Qwen3-32B and GPT-5-Mini) can match the human post-stance distribution, but only when given participants' actual initial stances. All six models fail to simulate initial stances themselves and to produce faithful belief updates from self-generated stances. Three systematic biases emerge across all models: overrepresentation of neutral positions, more frequent but smaller belief shifts than humans, and a failure to rank comments by convincingness. Demographic and personality trait personas had no consistent effect on fidelity. LLM simulations of human belief dynamics are only reliable when grounded in realistic starting conditions, that current multi-round social media simulations rarely provide.

Large Reasoning Models (LRMs) introduce new opportunities for safety monitoring through their Chain of Thought (CoT) reasoning. However, CoT is not always faithful to the model's final output, undermining its reliability as a monitoring tool. To address this, we investigate the hidden representations of LRMs to determine whether future behavior can be predicted from prompt and CoT representations. By evaluating a probe at each generated token, we construct a probe trajectory, the continuous evolution of a concept's probability across the reasoning process. We find that future model behavior is more distinguishable when examined over the full trajectory than from a single static prediction. To characterize these temporal dynamics, we extract signal-processing features that capture volatility, trend, and steady-state behavior, significantly improving the separation of future model states. We also present two methodological insights. First, template-based training data achieves near-parity with dynamically generated model responses, eliminating the need for a costly initial inference and labeling. Second, the choice of pooling operation is critical: average-pooling and last-token methods collapse to near-random performance, while max-pooling achieves up to 95% AUROC and yields stable probe trajectories. Using four datasets and four reasoning models across the domains of safety and mathematics, we demonstrate that trajectory features encode task-specific dynamics that improve outcome separability. These findings establish probe trajectories as a complementary framework for monitoring LRM behavior. Warning: This article contains potentially harmful content.

Long-horizon interactions require language models to manage accumulating information: when to update their state, when to preserve their state, and what to ignore. We study this challenge as Contextual Belief Management (CBM): maintaining a predicted belief state aligned with formal evidence while isolating task-irrelevant noise. To make CBM measurable, we introduce BeliefTrack, a closed-world benchmark spanning Rule Discovery and Circuit Diagnosis, where a finite belief space and symbolic verifiers enable exact turn-level evaluation. BeliefTrack diagnoses three failures: Failed Stay, Failed Update, and Failed Isolation. Across multiple LLMs, vanilla models exhibit severe CBM failures, while explicit belief-tracking prompts provide limited gains. In contrast, reinforcement learning with belief-state rewards reduces failure rates by 70.9\% on average. Further probing reveals latent belief-state dynamics behind these failures, and representation-level steering reduces failure rates by 46.1\% across two tasks\footnote{Code is coming soon at https://github.com/zjunlp/CBM.

This work investigates the reproducibility of the paper 'Explaining RL decisions with trajectories'. The original paper introduces a novel approach in explainable reinforcement learning based on the attribution decisions of an agent to specific clusters of trajectories encountered during training. We verify the main claims from the paper, which state that (i) training on less trajectories induces a lower initial state value, (ii) trajectories in a cluster present similar high-level patterns, (iii) distant trajectories influence the decision of an agent, and (iv) humans correctly identify the attributed trajectories to the decision of the agent. We recover the environments used by the authors based on the partial original code they provided for one of the environments (Grid-World), and implemented the remaining from scratch (Seaquest, HalfCheetah, Breakout and Q*Bert). While we confirm that (i), (ii), and (iii) partially hold, we extend on the largely qualitative experiments from the authors by introducing a quantitative metric to further support (iii), and new experiments and visual results for (i). Moreover, we investigate the use of different clustering algorithms and encoder architectures to further support (ii). We could not support (iv), given the limited extent of the original experiments. We conclude that, while some of the claims can be supported, further investigations and experiments could be of interest. We recognise the novelty of the work from the authors and hope that our work paves the way for clearer and more transparent approaches.

This work characterizes large language models' chain-of-thought generation as a structured trajectory through representation space. We show that mathematical reasoning traverses functionally ordered, step-specific subspaces that become increasingly separable with layer depth. This structure already exists in base models, while reasoning training primarily accelerates convergence toward termination-related subspaces rather than introducing new representational organization. While early reasoning steps follow similar trajectories, correct and incorrect solutions diverge systematically at late stages. This late-stage divergence enables mid-reasoning prediction of final-answer correctness with ROC-AUC up to 0.87. Furthermore, we introduce trajectory-based steering, an inference-time intervention framework that enables reasoning correction and length control based on derived ideal trajectories. Together, these results establish reasoning trajectories as a geometric lens for interpreting, predicting, and controlling LLM reasoning behavior.

Language builds discourse contexts other than the actual: a painting, a belief, a memory, a hypothetical. Each is a mental space in which the same entity can take a different value, as when a flower is red in reality but purple in a portrait. Formal semantics keeps these contexts apart because their logics differ (modal, temporal, doxastic, depictive); Fauconnier's mental-space theory treats them as one space-building operation. We ask which of these a transformer language model implements, and find a mechanistic version of Fauconnier's unification. The model uses one router/slot format across the inventory: a reusable value slot stores attributed content, and a causally manipulable router (the space index) selects which space is read. A subspace trained with Distributed Alignment Search to control one space type, counterfactual, belief, fictional, or temporal, also controls the others, well above a random floor, on three model families; belief, which formal semantics marks as a distinct case, is not specially separated. The router is low-rank, composes additively with entity identity, and acts through a few late-layer heads. Two further results show the mechanism drives inference and composes: a subspace trained on a rule-derived conclusion flips what the model infers while dissociating from what it reports, and composing space-builders mints a fresh router over the shared slot. This paper establishes the cross-type generality. A companion paper develops belief in depth, because of its special status in philosophy, psychology, and linguistics (epistemology, theory of mind, and propositional attitude reports).

Trust in an AI system is often anchored by explanations of how it works, which one then uses to forecast its behavior on new inputs. For large reasoning models (LRMs), this conventional route is particularly difficult to follow: explanation methods for single token generations do not naturally generalize to long trajectories, and the trajectories themselves are often not faithful when read as natural language. We propose an alternative that bypasses the explanation step: treat behavior forecasting as a learnable task and train Behavior Forecasters that operates on a single reasoning trajectory to make the same forecasts one would typically seek from an explanation. The forecaster's training data is obtained by querying the LRM with no human annotation, and its inference is done in a single forward pass. We instantiate this approach on two tasks: how likely the LRM is to repeat its answer on re-runs, and how removing parts of the input changes its answer. We evaluate this approach on both tasks across three diverse reasoning datasets and find that trained Behavior Forecasters are more accurate than GPT-5.4 and Claude Opus-4.6 reading the same trajectories as naive readers, at a small fraction of their inference cost. We find that fine-tuning the backbone end-to-end and initializing it from the target LRM are each necessary for strong performance. These results show that the reasoning trajectory carries information about the LRM's future behavior that goes beyond what naive reading conveys.

How should future neural reasoning systems implement extended computation? Recursive Reasoning Models (RRMs) offer a promising alternative to autoregressive sequence extension by performing iterative latent-state refinement with shared transition functions. Yet existing RRMs are largely deterministic, following a single latent trajectory and converging to a single prediction. We introduce Generative Recursive reAsoning Models (GRAM), a framework that turns recursive latent reasoning into probabilistic multi-trajectory computation. GRAM models reasoning as a stochastic latent trajectory, enabling multiple hypotheses, alternative solution strategies, and inference-time scaling through both recursive depth and parallel trajectory sampling. This yields a latent-variable generative model supporting conditional reasoning via p_θ(y mid x) and, with fixed or absent inputs, unconditional generation via p_θ(x). Trained with amortized variational inference, GRAM improves over deterministic recurrent and recursive baselines on structured reasoning and multi-solution constraint satisfaction tasks, while demonstrating an unconditional generation capability. https://ahn-ml.github.io/gram-website

Multiple types of inference are available for probabilistic graphical models, e.g., marginal, maximum-a-posteriori, and even marginal maximum-a-posteriori. Which one do researchers mean when they talk about ``planning as inference''? There is no consistency in the literature, different types are used, and their ability to do planning is further entangled with specific approximations or additional constraints. In this work we use the variational framework to show that, just like all commonly used types of inference correspond to different weightings of the entropy terms in the variational problem, planning corresponds exactly to a different set of weights. This means that all the tricks of variational inference are readily applicable to planning. We develop an analogue of loopy belief propagation that allows us to perform approximate planning in factored-state Markov decisions processes without incurring intractability due to the exponentially large state space. The variational perspective shows that the previous types of inference for planning are only adequate in environments with low stochasticity, and allows us to characterize each type by its own merits, disentangling the type of inference from the additional approximations that its practical use requires. We validate these results empirically on synthetic MDPs and tasks posed in the International Planning Competition.

Capable language models hold what a character believes apart from what is true: told "Anna believes the cup is blue; in reality it is red," they answer blue about Anna and red about the world. Where in the computation does that separation live? We show it rests on two separable mechanisms at two positions. A generic value slot binds the attributed value. A router at the query position selects which frame, the character's belief or reality, a query reads out. Two routes fill the slot: an asserted belief, whose value the text supplies, binds in directly; a derived belief, whose value must be inferred from what the character could see, arrives by a visibility-gated lookback. A subspace trained on either route steers the other, and only the derived route depends on described visibility. The slot itself carries no belief-reality tag: intervening on it moves a reality readout as strongly as a belief one. The separation lives instead in a dissociated pair of routing subspaces, which flip a query between frames without injecting the donor's value. These results hold across three architectures, on stimuli de-confounded against theory-of-mind-benchmark shortcuts; the behavior itself emerges between 3B and 7B across five model families. This paper develops the single belief-reality axis in depth; a companion paper shows the same slot-and-router format is shared across the other non-actual contexts a sentence can open (counterfactual, fictional, temporal).

The training and deployment of large language models (LLMs) create a feedback loop with human users: models learn human beliefs from data, reinforce these beliefs with generated content, reabsorb the reinforced beliefs, and feed them back to users again and again. This dynamic resembles an echo chamber. We hypothesize that this feedback loop entrenches the existing values and beliefs of users, leading to a loss of diversity and potentially the lock-in of false beliefs. We formalize this hypothesis and test it empirically with agent-based LLM simulations and real-world GPT usage data. Analysis reveals sudden but sustained drops in diversity after the release of new GPT iterations, consistent with the hypothesized human-AI feedback loop. Code and data available at https://thelockinhypothesis.com

Large language models (LLMs) are widely used as information sources, yet small changes in semantic assumptions can destabilize their beliefs. We introduce P-StaT (Perturbation Stability of Truth), a framework for evaluating belief stability under matched semantic perturbations in both representational and behavioral settings. Across 21 LLMs and three domains, we compare perturbations involving familiar Fictional statements against synthetically generated and unfamiliar Synthetic statements. Unfamiliar Synthetic perturbations generally induce greater epistemic instability than familiar Fictional perturbations, with behavioral belief retraction rates frequently exceeding 0.5 (50%). Finally, exploratory clustering analyses reveal recurring themes among retracted statements, including ambiguity, technical terminology, and obscure concepts. These results show that epistemic familiarity is systematically associated with stability under semantic reframing, suggesting that stability-based analyses can complement accuracy-based benchmarks when evaluating LLM robustness and reliability. Code and data are available at https://github.com/samanthadies/P-StaT.

Modern natural language models such as the GPT-2/GPT-3 contain tremendous amounts of information about human belief in a consistently testable form. If these models could be shown to accurately reflect the underlying beliefs of the human beings that produced the data used to train these models, then such models become a powerful sociological tool in ways that are distinct from traditional methods, such as interviews and surveys. In this study, We train a version of the GPT-2 on a corpora of historical chess games, and then "launch" clusters of synthetic agents into the model, using text strings to create context and orientation. We compare the trajectories contained in the text generated by the agents/model and compare that to the known ground truth of the chess board, move legality, and historical patterns of play. We find that the percentages of moves by piece using the model are substantially similar from human patterns. We further find that the model creates an accurate latent representation of the chessboard, and that it is possible to plot trajectories of legal moves across the board using this knowledge.

LLM agents that operate over long context depend on external memory to accumulate knowledge over time. However, existing methods typically store each observation as a single deterministic conclusion (e.g., inferring "API~X failed" from temporary errors), even though such observations are inherently partial and potentially ambiguous. By committing to one conclusion and discarding uncertainty, these methods introduce self-reinforcing error: the agent acts on the stored conclusion, never revisits alternatives, and reinforces the conclusion over time. To address this issue, we propose BeliefMem, which shifts the memory paradigm from committing to a single conclusion per observation to retaining multiple candidate conclusions with their probabilities. Concretely, BeliefMem stores the candidate conclusions as separate memory entries, each carrying a probability that is updated via Noisy-OR rules as new observations arrive. At retrieval, all candidates surface together with their probabilities, keeping alternatives visible to the agent. Since each conclusion in memory retains its probability, BeliefMem preserves the uncertainty that the deterministic paradigm discards, enabling the agent to act with high confidence on well-evidenced knowledge while retaining the capacity to update its confidence when new evidence arrives. Empirical evaluations on LoCoMo and ALFWorld benchmarks show that, even with limited data, BeliefMem achieves the best average performance, remarkably outperforming well-known baselines. More broadly, such probabilistic memory produces substantial gains and explores a new direction for agent memory in partially observable environments.

Longitudinal modelling of Alzheimer's disease progression is clinically useful only if it can describe not just the most likely next diagnosis, but how a patient may evolve over time and how reliable that forecast is. Most deep learning approaches reduce this problem to single-step classification, treating cognitively normal, mild cognitive impairment, and dementia as flat categories while providing limited insight into how uncertainty accumulates across future visits. We propose a probabilistic framework that combines ordinal diagnosis prediction, multi-horizon trajectory generation, and decomposed uncertainty estimation. A Temporal Fusion Transformer encoder is adapted with a CORAL ordinal output layer, asymmetric loss weighting, and converter oversampling to respect disease-stage ordering and improve sensitivity to MCI-to-dementia transitions. Conditioned on the learned patient-context representation, an autoregressive Mixture Density Network generates five-year probabilistic trajectories for diagnosis state, CDR Sum of Boxes, MMSE orientation, and hippocampal volume. On ADNI, the model outperforms linear, recurrent, and transformer baselines for next-visit diagnosis prediction, with the strongest gains on MCI-versus-dementia discrimination. Generated trajectories achieve near-nominal 90% credible interval coverage, widening uncertainty across the forecast horizon, and biomarker dynamics consistent with expected Alzheimer's disease progression. We further separate aleatoric from epistemic uncertainty using analytic mixture variance and a five-member bootstrap ensemble, which provides the strongest encoder diversity and output-level epistemic signal. Epistemic uncertainty is higher for rare progression archetypes, MCI and dementia patients, and under external evaluation on OASIS-3, where it increases alongside prediction error.

We propose to extract meaning representations from autoregressive language models by considering the distribution of all possible trajectories extending an input text. This strategy is prompt-free, does not require fine-tuning, and is applicable to any pre-trained autoregressive model. Moreover, unlike vector-based representations, distribution-based representations can also model asymmetric relations (e.g., direction of logical entailment, hypernym/hyponym relations) by using algebraic operations between likelihood functions. These ideas are grounded in distributional perspectives on semantics and are connected to standard constructions in automata theory, but to our knowledge they have not been applied to modern language models. We empirically show that the representations obtained from large models align well with human annotations, outperform other zero-shot and prompt-free methods on semantic similarity tasks, and can be used to solve more complex entailment and containment tasks that standard embeddings cannot handle. Finally, we extend our method to represent data from different modalities (e.g., image and text) using multimodal autoregressive models. Our code is available at: https://github.com/tianyu139/meaning-as-trajectories

We present the Bayesian Linguistic Forecaster (BLF), an agentic system for binary forecasting that achieves state-of-the-art performance on the ForecastBench benchmark. The system is built on three ideas. (1) Linguistic belief state: a semi-structured representation combining numerical probability estimates with natural-language evidence summaries, updated by the LLM at each step of an iterative tool-use loop. This contrasts with the common approach of appending all retrieved evidence to an ever-growing, unstructured context. (2) Hierarchical multi-trial aggregation: running K independent trials and combining them using logit-space averaging shrinkage with a data-dependent prior. (3) Hierarchical calibration: Platt scaling with a hierarchical prior, which avoids over-shrinking extreme predictions for sources with skewed base rates. On 400 questions from the ForecastBench leaderboard, BLF outperforms all the top public methods, including Cassi, GPT-5, Grok~4.20, and Foresight-32B. Careful ablation studies, using mixed effects analysis to control for question variability (which accounts for 62\% of the variance in performance), reveals that all 3 components contribute to the overall gains, but some components matter more than others, depending on the base LLM, and the setting (e.g.\ with or without a crowd prior). All our experiments are based on a robust back-testing framework which we develop, which has a leakage rate below 1.5\%, and may be of independent interest.

Reasoning models improve their problem-solving ability through inference-time scaling, allocating more compute via longer token budgets. Identifying which reasoning traces are likely to succeed remains a key opportunity: reliably predicting productive paths can substantially reduce wasted computation and improve overall efficiency. We introduce Latent-Trajectory signals that characterize the temporal evolution of a model's internal representations during the generation of intermediate reasoning tokens. By measuring the overall change in latent representations between the start and end of reasoning, the change accumulated across intermediate steps, and the extent to which these changes advance toward the final state, we show that these signals predict solution accuracy more reliably than both cross-layer metrics and output-based confidence measures. When used to guide answer selection across multiple sampled generations, Latent-Trajectory signals make test-time scaling more effective and efficient than majority voting, reducing token usage by up to 70% while preserving and even improving accuracy by 2.6% on average. Moreover, these predictive signals often emerge early in the reasoning trace, enabling early selection and allocation of compute to the most promising candidates. Our findings contribute not only practical strategies for inference-time efficiency, but also a deeper interpretability perspective on how reasoning processes are represented and differentiated in latent space.

Existing LLM reasoning methods have shown impressive capabilities across various tasks, such as solving math and coding problems. However, applying these methods to scenarios without ground-truth answers or rule-based verification methods - such as tracking the mental states of an agent - remains challenging. Inspired by the sequential Monte Carlo algorithm, we introduce thought-tracing, an inference-time reasoning algorithm designed to trace the mental states of specific agents by generating hypotheses and weighting them based on observations without relying on ground-truth solutions to questions in datasets. Our algorithm is modeled after the Bayesian theory-of-mind framework, using LLMs to approximate probabilistic inference over agents' evolving mental states based on their perceptions and actions. We evaluate thought-tracing on diverse theory-of-mind benchmarks, demonstrating significant performance improvements compared to baseline LLMs. Our experiments also reveal interesting behaviors of the recent reasoning models - e.g., o3 and R1 - on theory-of-mind, highlighting the difference of social reasoning compared to other domains.

As LLMs are increasingly studied as role-playing agents to generate synthetic data for human behavioral research, ensuring that their outputs remain coherent with their assigned roles has become a critical concern. In this paper, we investigate how consistently LLM-based role-playing agents' stated beliefs about the behavior of the people they are asked to role-play ("what they say") correspond to their actual behavior during role-play ("how they act"). Specifically, we establish an evaluation framework to rigorously measure how well beliefs obtained by prompting the model can predict simulation outcomes in advance. Using an augmented version of the GenAgents persona bank and the Trust Game (a standard economic game used to quantify players' trust and reciprocity), we introduce a belief-behavior consistency metric to systematically investigate how it is affected by factors such as: (1) the types of beliefs we elicit from LLMs, like expected outcomes of simulations versus task-relevant attributes of individual characters LLMs are asked to simulate; (2) when and how we present LLMs with relevant information about Trust Game; and (3) how far into the future we ask the model to forecast its actions. We also explore how feasible it is to impose a researcher's own theoretical priors in the event that the originally elicited beliefs are misaligned with research objectives. Our results reveal systematic inconsistencies between LLMs' stated (or imposed) beliefs and the outcomes of their role-playing simulation, at both an individual- and population-level. Specifically, we find that, even when models appear to encode plausible beliefs, they may fail to apply them in a consistent way. These findings highlight the need to identify how and when LLMs' stated beliefs align with their simulated behavior, allowing researchers to use LLM-based agents appropriately in behavioral studies.

Autonomous scientific discovery systems increasingly use large language models (LLMs) to propose new hypotheses, but many such systems condition primarily on experimental memory: archives of high-scoring candidates or heuristic summaries of recent trials. We argue that discovery agents should instead maintain explicit, uncertainty-aware beliefs about hypothesis quality. We introduce BayesEvolve, a belief-guided discovery framework that converts experimental evidence into a predictive belief state and uses this belief to guide future experimentation. As a controlled testbed for belief-guided discovery, we evaluate BayesEvolve on shifted BBOB-style black-box optimization tasks, leaving program and laboratory discovery domains to future work. BayesEvolve improves sample efficiency over memory- and archive-guided LLM baselines under a fixed evaluation budget. We further show that the belief state is predictive on held-out candidate pools, that controlled decision-rule ablations favor belief-guided selection with an annealed uncertainty bonus, and that BayesEvolve exhibits productive late-stage concentration rather than unfocused exploration.

Large language models (LLMs) have made remarkable strides in various natural language processing tasks, but their performance on complex reasoning problems remains hindered by a lack of explainability and trustworthiness. This issue, often manifesting as hallucinations or unattributable reasoning processes, limits their applicability in complex reasoning scenarios. To address this, we propose Knowledge Graph-constrained Trajectory Reasoning Attribution and Chain Explanation Supervision (KG-TRACES), a novel framework that enhances the reasoning ability of LLMs through explicit supervision over reasoning paths and processes. KG-TRACES jointly supervises the model to: (1) predict symbolic relation paths, (2) predict full triple-level reasoning paths, and (3) generate attribution-aware reasoning processes grounded in the reasoning paths. At inference phase, the model adapts to both KG-available and KG-unavailable scenarios, retrieving reasoning paths from a KG when possible or predicting plausible reasoning paths with only intrinsic knowledge when not. This design enables the model to reason in an explainable and source-attributable pattern. Through extensive experiments on complex reasoning tasks, we demonstrate that KG-TRACES significantly outperforms existing SOTA: it improves Hits@1 by 1.6% and F1 by 4.7% on WebQSP, and achieves improvements of 4.8% in Hits@1 and 2.1% in F1 on CWQ. Moreover, we show its transferability to specialized domains such as medicine. By visualizing the intermediate steps of reasoning processes, we further show that the explicit supervision introduced by KG-TRACES leads to more stable and goal-directed reasoning processes, aligning closely with correct answers. Code is available at https://github.com/Edaizi/KG-TRACES.

We propose a stronger formulation of RL on top of RWKV-style recurrent sequence models, in which the fixed-size recurrent state is explicitly interpreted as a belief state rather than an opaque hidden vector. Instead of conditioning policy and value on a single summary h_t, we maintain a compact uncertainty-aware state b_t = (μ_t, Σ_t) derived from RWKV-style recurrent statistics and let control depend on both memory and uncertainty. This design targets a key weakness of plain fixed-state policies in partially observed settings: they may store evidence, but not necessarily confidence. We present the method, a theoretical program, and a pilot RL experiment with hidden episode-level observation noise together with a test-time noise sweep. The pilot shows that belief-state policies nearly match the best recurrent baseline overall while slightly improving return on the hardest in-distribution regime and under a held-out noise shift. Additional ablations show that this simple belief readout is currently stronger than two more structured extensions, namely gated memory control and privileged belief targets, underscoring the need for richer benchmarks.

Masked Diffusion Language Models (MDLMs) have emerged as a distinct paradigm for sequence generation. As MDLMs become diverse in capabilities and knowledge coverage, an important question is how to combine their knowledge. Toward this, we first investigate the unique decoding dynamics of MDLMs. We find that successful generations exhibit stable confidence dynamics over answer-relevant positions, while unreliable trajectories can often be corrected by injecting promising intermediate states from other models. Guided by this observation, we propose TIE (Trajectory-based Iterative Ensembling), a knowledge fusion framework in which MDLMs iteratively identify reliable decoding trajectories and relay them across models. TIE tracks confidence dynamics over answer-relevant positions to determine which model currently follows a more reliable trajectory and selectively transfers partially denoised sequences across models. As the model on the more promising trajectory often changes across denoising steps, TIE allows different models to contribute complementary strengths at different stages of generation. Strong performance across diverse reasoning tasks, along with our analyses, suggests that TIE offers a practical approach to the underexplored problem of MDLM ensembling.

Vision-Language Models (VLMs) frequently "hallucinate" - generate plausible yet factually incorrect statements - posing a critical barrier to their trustworthy deployment. In this work, we propose a new paradigm for diagnosing hallucinations, recasting them from static output errors into dynamic pathologies of a model's computational cognition. Our framework is grounded in a normative principle of computational rationality, allowing us to model a VLM's generation as a dynamic cognitive trajectory. We design a suite of information-theoretic probes that project this trajectory onto an interpretable, low-dimensional Cognitive State Space. Our central discovery is a governing principle we term the geometric-information duality: a cognitive trajectory's geometric abnormality within this space is fundamentally equivalent to its high information-theoretic surprisal. Hallucination detection is counts as a geometric anomaly detection problem. Evaluated across diverse settings - from rigorous binary QA (POPE) and comprehensive reasoning (MME) to unconstrained open-ended captioning (MS-COCO) - our framework achieves state-of-the-art performance. Crucially, it operates with high efficiency under weak supervision and remains highly robust even when calibration data is heavily contaminated. This approach enables a causal attribution of failures, mapping observable errors to distinct pathological states: perceptual instability (measured by Perceptual Entropy), logical-causal failure (measured by Inferential Conflict), and decisional ambiguity (measured by Decision Entropy). Ultimately, this opens a path toward building AI systems whose reasoning is transparent, auditable, and diagnosable by design.

Large language models (LLMs) face issues in handling factual knowledge, making it vital to evaluate their true ability to understand facts. In this study, we introduce knowledge probing frameworks, BELIEF(-ICL), to evaluate the knowledge understanding ability of not only encoder-based PLMs but also decoder-based PLMs from diverse perspectives. BELIEFs utilize a multi-prompt dataset to evaluate PLM's accuracy, consistency, and reliability in factual knowledge understanding. To provide a more reliable evaluation with BELIEFs, we semi-automatically create MyriadLAMA, which has more diverse prompts than existing datasets. We validate the effectiveness of BELIEFs in correctly and comprehensively evaluating PLM's factual understanding ability through extensive evaluations. We further investigate key factors in learning facts in LLMs, and reveal the limitation of the prompt-based knowledge probing. The dataset is anonymously publicized.

Large language models can shift human beliefs across high-stakes domains, but most persuasion studies rely on pre/post belief change. These endpoint measures identify whether persuasion occurred, yet miss where and how beliefs moved within a dialogue. We present PERSUASIONTRACE, a framework for studying persuasion in human-LLM interaction. Built on a web-based experimental platform, PERSUASIONTRACE contributes a tool for multi-turn persuasion studies and a process-level evaluation protocol: it records multi-turn belief reports from human or simulated targets of persuasion, annotates persuader turns with rhetorical dimensions (logos/pathos/ethos), and evaluates simulators by fidelity to real human belief dynamics. Using this framework, we find that human targets group into two clusters of multi-turn belief updates and exhibit susceptibility to rhetorical strategies, and that LLMs are persuasive across generic and personalized topics, text and audio modalities, and multi-turn interactions. Prior work has chiefly used vanilla-prompted LLMs to simulate human targets, but we show that these simulators fail to replicate human belief dynamics. We introduce a Bayesian-network simulated target that maintains an explicit latent belief state over time so each persuader message yields cognitively realistic belief updates. In human-likeness evaluation, our Bayesian target scores near a human reference (81 vs 80), while baseline LLM targets score substantially lower (64). PERSUASIONTRACE reframes persuasion evaluation from endpoint movement alone to process fidelity, providing a stronger basis for scientific analysis and safer optimization of persuasive systems.

Understanding uncertainty in chain-of-thought reasoning is critical for reliable deployment of large language models. In this work, we propose a simple yet effective diagnostic approach based on trajectory shape rather than scalar magnitude. We show that this signal is practical, interpretable, and inexpensive to obtain in black-box settings, while remaining robust across models and datasets. Through extensive ablations and cross-domain replications, we demonstrate its utility for selective prediction and triage. Our findings offer a generalizable insight into uncertainty dynamics in reasoning tasks, with particular focus on numeric and discrete-answer settings.

Time series forecasting (TSF) plays a critical role in decision-making for many real-world applications. Recently, large language model (LLM)- based forecasters have made promising advancements. Despite their effectiveness, existing methods often lack explicit experience accumulation and continual evolution. In this work, we propose MemCast, a learning-to-memory framework that reformulates TSF as an experience-conditioned reasoning task. Specifically, we learn experience from the training set and organize it into a hierarchical memory. This is achieved by summarizing prediction results into historical patterns, distilling inference trajectories into reasoning wisdom, and inducing extracted temporal features into general laws. Furthermore, during inference, we leverage historical patterns to guide the reasoning process and utilize reasoning wisdom to select better trajectories, while general laws serve as criteria for reflective iteration. Additionally, to enable continual evolution, we design a dynamic confidence adaptation strategy that updates the confidence of individual entries without leaking the test set distribution. Extensive experiments on multiple datasets demonstrate that MemCast consistently outperforms previous methods, validating the effectiveness of our approach. Our code is available at https://github.com/Xiaoyu-Tao/MemCast-TS.

Large language models (LLMs) continually evolve through pre-training on ever-expanding web data, but this adaptive process also exposes them to subtle forms of misinformation. While prior work has explored data poisoning during static pre-training, the effects of such manipulations under continual pre-training remain largely unexplored. Drawing inspiration from the illusory truth effect in human cognition - where repeated exposure to falsehoods increases belief in their accuracy - we ask whether LLMs exhibit a similar vulnerability. We investigate whether repeated exposure to false but confidently stated facts can shift a model's internal representation away from the truth. We introduce Layer of Truth, a framework and dataset for probing belief dynamics in continually trained LLMs. By injecting controlled amounts of poisoned data and probing intermediate representations across checkpoints, model scales, and question types, we quantify when and how factual beliefs shift. Our findings reveal that even minimal exposure can induce persistent representational drift in well-established facts, with susceptibility varying across layers and model sizes. These results highlight an overlooked vulnerability of continually updated LLMs: their capacity to internalize misinformation analogously to humans, underscoring the need for robust monitoring of factual integrity during model updates.

Long chain-of-thought (CoT) trajectories provide rich supervision signals for distilling reasoning from teacher to student LLMs. However, both prior work and our experiments show that trajectories from stronger teachers do not necessarily yield better students, highlighting the importance of data-student suitability in distillation. Existing methods assess suitability primarily through student likelihood, favoring trajectories that closely align with the model's current behavior but overlooking more informative ones. Addressing this, we propose Rank-Surprisal Ratio (RSR), a simple metric that captures both alignment and informativeness to assess the suitability of a reasoning trajectory. RSR is motivated by the observation that effective trajectories typically combine low absolute probability with relatively high-ranked tokens under the student model, balancing learning signal strength and behavioral alignment. Concretely, RSR is defined as the ratio of a trajectory's average token-wise rank to its average negative log-likelihood, and is straightforward to compute and interpret. Across five student models and reasoning trajectories from 11 diverse teachers, RSR strongly correlates with post-training performance (average Spearman 0.86), outperforming existing metrics. We further demonstrate its practical utility in both trajectory selection and teacher selection.

Mental health disorders affect hundreds of millions globally, and the Web now serves as a primary medium for accessing support, information, and assessment. Large language models (LLMs) offer scalable and accessible assistance, yet their deployment in mental-health settings remains risky when their reasoning is incomplete, inconsistent, or ungrounded. Existing psychological LLMs emphasize emotional understanding or knowledge recall but overlook the step-wise, clinically aligned reasoning required for appraisal, diagnosis, intervention planning, abstraction, and verification. To address these issues, we introduce MentraSuite, a unified framework for advancing reliable mental-health reasoning. We propose MentraBench, a comprehensive benchmark spanning five core reasoning aspects, six tasks, and 13 datasets, evaluating both task performance and reasoning quality across five dimensions: conciseness, coherence, hallucination avoidance, task understanding, and internal consistency. We further present Mindora, a post-trained model optimized through a hybrid SFT-RL framework with an inconsistency-detection reward to enforce faithful and coherent reasoning. To support training, we construct high-quality trajectories using a novel reasoning trajectory generation strategy, that strategically filters difficult samples and applies a structured, consistency-oriented rewriting process to produce concise, readable, and well-balanced trajectories. Across 20 evaluated LLMs, Mindora achieves the highest average performance on MentraBench and shows remarkable performances in reasoning reliability, demonstrating its effectiveness for complex mental-health scenarios.

Belief Propagation (BP) is a powerful algorithm for distributed inference in probabilistic graphical models, however it quickly becomes infeasible for practical compute and memory budgets. Many efficient, non-parametric forms of BP have been developed, but the most popular is Gaussian Belief Propagation (GBP), a variant that assumes all distributions are locally Gaussian. GBP is widely used due to its efficiency and empirically strong performance in applications like computer vision or sensor networks - even when modelling non-Gaussian problems. In this paper, we seek to provide a theoretical guarantee for when Gaussian approximations are valid in highly non-Gaussian, sparsely-connected factor graphs performing BP (common in spatial AI). We leverage the Central Limit Theorem (CLT) to prove mathematically that variables' beliefs under BP converge to a Gaussian distribution in complex, loopy factor graphs obeying our 4 key assumptions. We then confirm experimentally that variable beliefs become increasingly Gaussian after just a few BP iterations in a stereo depth estimation task.

As chain of thought (CoT) has become central to scaling reasoning capabilities in large language models (LLMs), it has also emerged as a promising tool for interpretability, suggesting the opportunity to understand model decisions through verbalized reasoning. However, the utility of CoT toward interpretability depends upon its faithfulness---whether the model's stated reasoning reflects the underlying decision process. We provide mechanistic evidence that instruction-tuned models often determine their answer before generating CoT. Training linear probes on residual stream activations at the last token before CoT, we can predict the model's final answer with >0.9 AUC on most tasks. We find that these directions are not only predictive, but also causal: steering activations along the probe direction often flips model answers, with flip rates substantially exceeding norm-matched orthogonal baselines across most model-dataset pairs. When steering induces incorrect answers, we observe two distinct failure modes: confabulation (fabricating false premises) and non-entailment (stating correct premises but drawing unsupported conclusions). While post-hoc reasoning may be instrumentally useful when the model has a correct pre-CoT belief, these failure modes suggest it can result in undesirable behaviors when reasoning from a false belief.

One promising use case of AI assistants is to help with complex procedures like cooking, home repair, and assembly tasks. Can we teach the assistant to interject after the user makes a mistake? This paper targets the problem of identifying ordering mistakes in assembly procedures. We propose a system that can detect ordering mistakes by utilizing a learned knowledge base. Our framework constructs a knowledge base with spatial and temporal beliefs based on observed mistakes. Spatial beliefs depict the topological relationship of the assembling components, while temporal beliefs aggregate prerequisite actions as ordering constraints. With an episodic memory design, our algorithm can dynamically update and construct the belief sets as more actions are observed, all in an online fashion. We demonstrate experimentally that our inferred spatial and temporal beliefs are capable of identifying incorrect orderings in real-world action sequences. To construct the spatial beliefs, we collect a new set of coarse-level action annotations for Assembly101 based on the positioning of the toy parts. Finally, we demonstrate the superior performance of our belief inference algorithm in detecting ordering mistakes on the Assembly101 dataset.

Large language models solve complex problems by generating lengthy chains of explicit reasoning tokens. While effective, this makes reasoning expensive, length-sensitive, and constrained to (discrete) natural language. While latent reasoning offers a continuous alternative, determining useful structures for intermediate latent states is an open challenge. In this paper, we formulate latent reasoning as a geometric path-approximation problem within the model's pretrained token-embedding space. We introduce Geometric Latent Reasoning (GLR), which uses a lightweight transition head to predict iterative direction updates in embedding space. Using textual chain-of-thought traces as anchors, GLR learns to approximate discrete reasoning trajectories while permitting continuous deviations from exact token embeddings. Evaluations on mathematical reasoning benchmarks using Qwen3 models reveal an emergent phenomenon: geometric latent reasoning induces substantially shorter generations without an explicit length objective. By replacing early explicit reasoning with continuous latent steps, models often reach correct answers using substantially fewer total generation steps. These findings suggest that continuous trajectories act as compact intermediate reasoning states, exposing a new tradeoff between latent computation budget, output length, and accuracy.

The Retrieval-Augmented Language Model (RALM) has shown remarkable performance on knowledge-intensive tasks by incorporating external knowledge during inference, which mitigates the factual hallucinations inherited in large language models (LLMs). Despite these advancements, challenges persist in the implementation of RALMs, particularly concerning their reliability and traceability. To be specific, the irrelevant document retrieval may result in unhelpful response generation or even deteriorate the performance of LLMs, while the lack of proper citations in generated outputs complicates efforts to verify the trustworthiness of the models. To this end, we propose a novel self-reasoning framework aimed at improving the reliability and traceability of RALMs, whose core idea is to leverage reasoning trajectories generated by the LLM itself. The framework involves constructing self-reason trajectories with three processes: a relevance-aware process, an evidence-aware selective process, and a trajectory analysis process. We have evaluated our framework across four public datasets (two short-form QA datasets, one long-form QA dataset, and one fact verification dataset) to demonstrate the superiority of our method, which can outperform existing state-of-art models and can achieve comparable performance with GPT-4, while only using 2,000 training samples.

Large Language Models achieve next-token prediction by transporting a vectorized piece of text (prompt) across an accompanying embedding space under the action of successive transformer layers. The resulting high-dimensional trajectories realize different contextualization, or 'thinking', steps, and fully determine the output probability distribution. We aim to characterize the statistical properties of ensembles of these 'lines of thought.' We observe that independent trajectories cluster along a low-dimensional, non-Euclidean manifold, and that their path can be well approximated by a stochastic equation with few parameters extracted from data. We find it remarkable that the vast complexity of such large models can be reduced to a much simpler form, and we reflect on implications.

Latent or continuous chain-of-thought methods replace explicit textual rationales with a number of internal latent steps, but these intermediate computations are difficult to evaluate beyond correlation-based probes. In this paper, we view latent chain-of-thought as a manipulable causal process in representation space by modeling latent steps as variables in a structural causal model (SCM) and analyzing their effects through step-wise do-interventions. We study two representative paradigms (i.e., Coconut and CODI) on both mathematical and general reasoning tasks to investigate three key questions: (1) which steps are causally necessary for correctness and when answers become decidable early; (2) how does influence propagate across steps, and how does this structure compare to explicit CoT; and (3) do intermediate trajectories retain competing answer modes, and how does output-level commitment differ from representational commitment across steps. We find that latent-step budgets behave less like homogeneous extra depth and more like staged functionality with non-local routing, and we identify a persistent gap between early output bias and late representational commitment. These results motivate mode-conditional and stability-aware analyses -- and corresponding training/decoding objectives -- as more reliable tools for interpreting and improving latent reasoning systems. Code is available at https://github.com/J1mL1/causal-latent-cot.

Planning with partial observation is a central challenge in embodied AI. A majority of prior works have tackled this challenge by developing agents that physically explore their environment to update their beliefs about the world state.In contrast, humans can imagine unseen parts of the world through a mental exploration and revise their beliefs with imagined observations. Such updated beliefs can allow them to make more informed decisions, without necessitating the physical exploration of the world at all times. To achieve this human-like ability, we introduce the Generative World Explorer (Genex), an egocentric world exploration framework that allows an agent to mentally explore a large-scale 3D world (e.g., urban scenes) and acquire imagined observations to update its belief. This updated belief will then help the agent to make a more informed decision at the current step. To train Genex, we create a synthetic urban scene dataset, Genex-DB. Our experimental results demonstrate that (1) Genex can generate high-quality and consistent observations during long-horizon exploration of a large virtual physical world and (2) the beliefs updated with the generated observations can inform an existing decision-making model (e.g., an LLM agent) to make better plans.

This work stems from prior complementary observations on the dynamics of Chain-of-Thought (CoT): Large Language Models (LLMs) is shown latent planning of subsequent reasoning prior to CoT emergence, thereby diminishing the significance of explicit CoT; whereas CoT remains critical for tasks requiring multi-step reasoning. To deepen the understanding between LLM's internal states and its verbalized reasoning trajectories, we investigate the latent planning strength of LLMs, through our probing method, Tele-Lens, applying to hidden states across diverse task domains. Our empirical results indicate that LLMs exhibit a myopic horizon, primarily conducting incremental transitions without precise global planning. Leveraging this characteristic, we propose a hypothesis on enhancing uncertainty estimation of CoT, which we validate that a small subset of CoT positions can effectively represent the uncertainty of the entire path. We further underscore the significance of exploiting CoT dynamics, and demonstrate that automatic recognition of CoT bypass can be achieved without performance degradation. Our code, data and models are released at https://github.com/lxucs/tele-lens.

Large language models (LLMs) now exhibit strong multi-step reasoning abilities, but existing inference-time scaling methods remain computationally expensive, often relying on extensive sampling or external evaluators. We propose a principled strategy that frames reasoning as uncertainty minimisation and operates at the level of individual thoughts rather than tokens. Our method selects, at each reasoning step, the continuation that maximizes the model's self-certainty, a metric computed from its internal predictive distribution. This approach achieves significant improvement with a small number of samples, relies exclusively on model-internal signals, and applies to open-ended questions as opposed to methods like majority voting. Experiments on MATH500 and GSM8K across multiple model sizes demonstrate that thought-level self-certainty maximization consistently outperforms greedy decoding and matches or exceeds self-consistency under comparable token budgets. Cross-linguistic evaluations further indicate that the method transfers robustly beyond high-resource languages. Furthermore, analysis of self-certainty dynamics reveals that correct reasoning trajectories converge early to stable paths, suggesting that early decisions, likely associated with the planning of the reasoning process, are predictive of final accuracy. Building on this result, we show that self-certainty maximisation applied to the early steps can explain most of the performance gain and provide a simple yet efficient inference-time scaling method.

Large language models (LLMs) can exhibit advanced reasoning yet still generate incorrect answers. We hypothesize that such errors frequently stem from spurious beliefs, propositions the model internally considers true but are incorrect. To address this, we propose a method to rectify the belief space by suppressing these spurious beliefs while simultaneously enhancing true ones, thereby enabling more reliable inferences. Our approach first identifies the beliefs that lead to incorrect or correct answers by prompting the model to generate textual explanations, using our Forward-Backward Beam Search (FBBS). We then apply unlearning to suppress the identified spurious beliefs and enhance the true ones, effectively rectifying the model's belief space. Empirical results on multiple QA datasets and LLMs show that our method corrects previously misanswered questions without harming overall model performance. Furthermore, our approach yields improved generalization on unseen data, suggesting that rectifying a model's belief space is a promising direction for mitigating errors and enhancing overall reliability.

Humans have a powerful and mysterious capacity to reason. By working through a series of purely mental steps, we can make inferences we would not be capable of making directly -- despite the fact that we get no additional data from the world. Similarly, when large language models generate a series of intermediate steps (a chain of thought) before answering a question, they often produce better answers than they otherwise would. We investigate why and how chain-of-thought reasoning is useful in language models, testing the hypothesis that reasoning is effective when training data consists of local clusters of variables that influence each other strongly. These training conditions enable the chaining of accurate local inferences in order to estimate relationships between variables that were not seen together in training. We prove that there will exist a "reasoning gap", where reasoning through intermediate variables improves inference, for the simple case of an autoregressive density estimator trained on local samples from a chain-structured probabilistic model. We then test our hypothesis empirically in more complex models, training an autoregressive language model on samples from Bayes nets but only including a subset of variables in each sample. We test language models' ability to match conditional probabilities with and without intermediate reasoning steps, finding that intermediate steps are only helpful when the training data is locally structured with respect to dependencies between variables and that the combination of locally-structured observations and reasoning is much more data-efficient than training on all variables. Our results illustrate how the effectiveness of reasoning step by step is rooted in the local statistical structure of the training data.

We incorporate discrete and continuous time Markov processes as building blocks into probabilistic graphical models with latent and observed variables. We introduce the automatic Backward Filtering Forward Guiding (BFFG) paradigm (Mider et al., 2021) for programmable inference on latent states and model parameters. Our starting point is a generative model, a forward description of the probabilistic process dynamics. We backpropagate the information provided by observations through the model to transform the generative (forward) model into a pre-conditional model guided by the data. It approximates the actual conditional model with known likelihood-ratio between the two. The backward filter and the forward change of measure are suitable to be incorporated into a probabilistic programming context because they can be formulated as a set of transformation rules. The guided generative model can be incorporated in different approaches to efficiently sample latent states and parameters conditional on observations. We show applicability in a variety of settings, including Markov chains with discrete state space, interacting particle systems, state space models, branching diffusions and Gamma processes.

While large language models (LLMs) are proficient at question-answering (QA), it is not always clear how (or even if) an answer follows from their latent "beliefs". This lack of interpretability is a growing impediment to widespread use of LLMs. To address this, our goals are to make model beliefs and their inferential relationships explicit, and to resolve inconsistencies that may exist, so that answers are supported by interpretable chains of reasoning drawn from a consistent network of beliefs. Our approach, which we call REFLEX, is to add a rational, self-reflecting layer on top of the LLM. First, given a question, we construct a belief graph using a backward-chaining process to materialize relevant model beliefs (including beliefs about answer candidates) and their inferential relationships. Second, we identify and minimize contradictions in that graph using a formal constraint reasoner. We find that REFLEX significantly improves consistency (by 8%-11% absolute) without harming overall answer accuracy, resulting in answers supported by faithful chains of reasoning drawn from a more consistent belief system. This suggests a new style of system architecture in which an LLM extended with a rational layer can provide an interpretable window into system beliefs, add a systematic reasoning capability, and repair latent inconsistencies present in the LLM.

Post-training has become a primary driver of recent progress in large reasoning models, and reasoning data are often the key variable determining whether this stage succeeds. Work on post-training reasoning data has grown rapidly, yet this literature remains scattered across dataset papers, reinforcement-learning recipes, reward-model studies, benchmarks, and frontier system reports. This paper is the first primer to synthesize over 150 key public studies and system reports on post-training reasoning data. We organize the field around four questions: what data objects exist, what makes them useful, how they are constructed, and how they scale. Together, this organization provides an attribution framework for future reasoning-data releases and post-training recipes.

Time series reasoning treats time as a first-class axis and incorporates intermediate evidence directly into the answer. This survey defines the problem and organizes the literature by reasoning topology with three families: direct reasoning in one step, linear chain reasoning with explicit intermediates, and branch-structured reasoning that explores, revises, and aggregates. The topology is crossed with the main objectives of the field, including traditional time series analysis, explanation and understanding, causal inference and decision making, and time series generation, while a compact tag set spans these axes and captures decomposition and verification, ensembling, tool use, knowledge access, multimodality, agent loops, and LLM alignment regimes. Methods and systems are reviewed across domains, showing what each topology enables and where it breaks down in faithfulness or robustness, along with curated datasets, benchmarks, and resources that support study and deployment (https://github.com/blacksnail789521/Time-Series-Reasoning-Survey). Evaluation practices that keep evidence visible and temporally aligned are highlighted, and guidance is distilled on matching topology to uncertainty, grounding with observable artifacts, planning for shift and streaming, and treating cost and latency as design budgets. We emphasize that reasoning structures must balance capacity for grounding and self-correction against computational cost and reproducibility, while future progress will likely depend on benchmarks that tie reasoning quality to utility and on closed-loop testbeds that trade off cost and risk under shift-aware, streaming, and long-horizon settings. Taken together, these directions mark a shift from narrow accuracy toward reliability at scale, enabling systems that not only analyze but also understand, explain, and act on dynamic worlds with traceable evidence and credible outcomes.

We explore uncertainty quantification in large language models (LLMs), with the goal to identify when uncertainty in responses given a query is large. We simultaneously consider both epistemic and aleatoric uncertainties, where the former comes from the lack of knowledge about the ground truth (such as about facts or the language), and the latter comes from irreducible randomness (such as multiple possible answers). In particular, we derive an information-theoretic metric that allows to reliably detect when only epistemic uncertainty is large, in which case the output of the model is unreliable. This condition can be computed based solely on the output of the model obtained simply by some special iterative prompting based on the previous responses. Such quantification, for instance, allows to detect hallucinations (cases when epistemic uncertainty is high) in both single- and multi-answer responses. This is in contrast to many standard uncertainty quantification strategies (such as thresholding the log-likelihood of a response) where hallucinations in the multi-answer case cannot be detected. We conduct a series of experiments which demonstrate the advantage of our formulation. Further, our investigations shed some light on how the probabilities assigned to a given output by an LLM can be amplified by iterative prompting, which might be of independent interest.

Human reasoning often involves working over limited information to arrive at probabilistic conclusions. In its simplest form, this involves making an inference that is not strictly entailed by a premise, but rather only likely given the premise. While reasoning LLMs have demonstrated strong performance on logical and mathematical tasks, their behavior on such open-ended, non-deterministic inferences remains largely unexplored. We introduce ProbCOPA, a dataset of 210 handcrafted probabilistic inferences in English, each annotated for inference likelihood by 25--30 human participants. We find that human responses are graded and varied, revealing probabilistic judgments of the inferences in our dataset. Comparing these judgments with responses from eight state-of-the-art reasoning LLMs, we show that models consistently fail to produce human-like distributions. Finally, analyzing LLM reasoning chains, we find evidence of a common reasoning pattern used to evaluate such inferences. Our findings reveal persistent differences between humans and LLMs, and underscore the need to evaluate reasoning beyond deterministic settings.

Humans talk in free-form while negotiating the expressed meanings or common ground. Despite the impressive conversational abilities of the large generative language models, they do not consider the individual differences in contextual understanding in a shared situated environment. In this work, we propose MindDial, a novel conversational framework that can generate situated free-form responses to negotiate common ground. We design an explicit mind module that can track three-level beliefs -- the speaker's belief, the speaker's prediction of the listener's belief, and the common belief based on the gap between the first two. Then the speaking act classification head will decide to continue to talk, end this turn, or take task-related action. We augment a common ground alignment dataset MutualFriend with belief dynamics annotation, of which the goal is to find a single mutual friend based on the free chat between two agents. Experiments show that our model with mental state modeling can resemble human responses when aligning common ground meanwhile mimic the natural human conversation flow. The ablation study further validates the third-level common belief can aggregate information of the first and second-order beliefs and align common ground more efficiently.

We propose Representational Effective Theory (RET), a framework for describing large language model computation in terms of learned macrostates rather than microscopic details. RET learns these macrostates from hidden-state trajectories using a BYOL/JEPA-style self-supervised objective, coarse-graining activations into macrovariables that preserve higher-level structure relevant for prediction and interpretation. We evaluate whether these macrovariables are practically relevant for interpretability: RET yields temporally consistent states that reveal "mental-state" trajectories of reasoning, capture high-level semantic structure, support early prediction of behavioral outcomes such as sycophancy, and provide causal handles for steering generations toward interpretable computational phases. Together, these results suggest that LLM computation admits useful effective descriptions via RET: high-level, dynamically meaningful variables that support interpretation, prediction, and intervention.

In a striking neuroscience study, the authors placed a dead salmon in an MRI scanner and showed it images of humans in social situations. Astonishingly, standard analyses of the time reported brain regions predictive of social emotions. The explanation, of course, was not supernatural cognition but a cautionary tale about misapplied statistical inference. In AI interpretability, reports of similar ''dead salmon'' artifacts abound: feature attribution, probing, sparse auto-encoding, and even causal analyses can produce plausible-looking explanations for randomly initialized neural networks. In this work, we examine this phenomenon and argue for a pragmatic statistical-causal reframing: explanations of computational systems should be treated as parameters of a (statistical) model, inferred from computational traces. This perspective goes beyond simply measuring statistical variability of explanations due to finite sampling of input data; interpretability methods become statistical estimators, and findings should be tested against explicit and meaningful alternative computational hypotheses, with uncertainty quantified with respect to the postulated statistical model. It also highlights important theoretical issues, such as the identifiability of common interpretability queries, which we argue is critical to understand the field's susceptibility to false discoveries, poor generalizability, and high variance. More broadly, situating interpretability within the standard toolkit of statistical inference opens promising avenues for future work aimed at turning AI interpretability into a pragmatic and rigorous science.

Large language models (LLMs) are increasingly deployed in multi-agent environments. However, the processes by which beliefs form and propagate among interacting LLMs remain poorly understood. We introduce CoevolveSim, a framework for studying belief diffusion within networked LLM populations. CoevolveSim allows us to isolate and study three factors: domain specialization, social-role assignment, and social network structure. Within this framework, generalist and specialist LLM agents exchange and revise beliefs. In each round, an LLM agent observes a summary of its neighbors' beliefs before updating its own. We run 1,280 controlled simulations spanning four scenarios, two network structures, and 20 medical-indication statements. We find that persona-style role assignment and network structure reshape individual belief revision but have minimal effect on population-level consensus. In contrast, introducing (finetuned) specialist LLMs more than doubles the shift in consensus and gives rise to consistent asymmetries in exerted influence. We further show that simple persistence-based opinion-dynamics models reproduce collective outcomes in all-generalist LLM populations, whereas heterogeneous LLM populations require population-level belief composition to reproduce consensus and agent identity to predict individual belief transitions. Our results indicate that realistic simulation of belief diffusion in multi-agent LLM systems requires a diverse set of underlying LLMs, not persona prompting alone.

Recent advancements in large language models (LLMs) often rely on generating intermediate reasoning steps to enhance accuracy. However, little work has examined how reasoning utility contributes to the final answer's correctness. Due to the stochastic nature of autoregressive generation, generating more context does not guarantee increased confidence in the answer. If we could predict, during generation, whether a reasoning step will be useful, we could stop early or prune ineffective steps, avoiding distractions in the final decision. We present an oracle study on MATH dataset, using Qwen2.5-32B and GPT-4o to generate reasoning chains, and then employing a separate model (Qwen3-8B) to quantify the utility of these chains for final accuracy. Specifically, we measure the model's uncertainty on the answer span Y at each reasoning step using conditional entropy (expected negative log-likelihood over the vocabulary) with context expanding step by step. Our results show a clear pattern: conditional entropy that decreases over steps is strongly associated with correct answers, whereas flat or increasing entropy often results in wrong answers. We also corroborate that incorrect reasoning paths tend to be longer than correct ones, suggesting that longer reasoning does not necessarily yield better outcomes. These findings serve as a foundation to inspire future work on designing efficient reasoning pipelines that detect and avoid unproductive reasoning early.

Long chains of thought (CoT) from current language models frequently contain logical gaps and unjustified leaps, limiting the gains from additional test-time compute. Improving reasoning quality directly would require process reward models, but the step-level annotations needed to train them are expensive and scarce. We find such a signal in how the model's confidence evolves during reasoning: premature confidence, the tendency to commit to an answer early and use the remaining tokens to rationalize it, strongly predicts flawed reasoning across tasks and model scales. We exploit this in progressive confidence shaping, a reinforcement learning objective that trains models to update their confidence as they reason rather than commit early -- rewarding gradual confidence growth and penalizing early commitment, with no external labels or reward models. The method improves accuracy and reasoning quality from 1.5B to 8B parameters across arithmetic (Countdown), math (DAPO, AIME), and science (ScienceQA): on Countdown, accuracy improves 3.2x (+42.0pp) and flawed reasoning drops 48pp; on AIME, Pass@64 improves 6.6pp. Consistent with this mechanism, the method also improves faithfulness: on a safety benchmark, our models more transparently surface misleading content in their reasoning traces rather than concealing it. Controlled experiments reveal that the problem and its remedy scale together: premature confidence grows with model size and task difficulty, and so do the gains from addressing it.

User preferences evolve across months of interaction, and tracking them requires inferring when a stated preference has been changed by a subsequent life event. We define this problem as long-horizon personalization and observe that progress on it is limited by data availability and measurement, with no existing resource providing both naturalistic long-horizon interactions and the ground-truth provenance needed to diagnose why models fail. We introduce a data generator that produces conversations from a structured mental state graph, yielding ground-truth provenance for every preference change across 6-month timelines, and from it construct HorizonBench, a benchmark of 4,245 items from 360 simulated users with 6-month conversation histories averaging ~4,300 turns and ~163K tokens. HorizonBench provides a testbed for long-context modeling, memory-augmented architectures, theory-of-mind reasoning, and user modeling. Across 25 frontier models, the best model reaches 52.8% and most score at or below the 20% chance baseline. When these models err on evolved preferences, over a third of the time they select the user's originally stated value without tracking the updated user state. This belief-update failure persists across context lengths and expression explicitness levels, identifying state-tracking capability as the primary bottleneck for long-horizon personalization.

Smartphone scams are increasingly prevalent and typically manifest as multi-stage, cross-application processes with gradually emerging intent. Effective intervention thus requires anticipating scams before the intent becomes explicit. This is inherently challenging, as decisions must rely on partial trajectories with temporally distributed evidence. In this paper, we propose ORACLE Online Reasoning for Anticipating Cross-temporal Latent thrEats, the first agentic framework for early scam anticipation from streaming app-usage trajectories. To support this setting, we curate a real-world long-horizon benchmark of streaming app-usage trajectories, covering 12 scam types, spanning extended periods (15 days on average), involving diverse applications (95 apps), and interleaving normal and scam behaviors. To address fragmented evidence, we introduce a self-evolving context manager that adaptively consolidates entity-centric interactions over time, enabling more effective reconstruction of cross-temporal evidence from partial observations. To enhance sensitivity to latent early-stage signals, we propose an on-policy self-distillation scheme in which a teacher model, conditioned on summarized anti-scam reflections and clues by skills, supervises a student model without access to such reflections. This scheme thereby distills evidence-informed knowledge and improves recognition of emerging fraud patterns from partial trajectories. Experiments show that consistently improves early scam anticipation, yielding timely warnings while reducing false alerts in realistic streaming scenarios.

Reasoning-specialized language models show large performance gains over base models, yet the internal changes responsible for improved multi-step reasoning remain poorly understood. It is unclear whether reasoning fine-tuning improves local token-level competence or globally reorganizes how models structure inference over time. We address this question by modeling Chain-of-Thought reasoning as a switching dynamical system (SDS), in which internal representations evolve under discrete latent policy states. Our framework combines time-aware contrastive representation learning with discrete regime discovery to recover latent policies from activation trajectories. Across four benchmarks and model scales from 1.5B to 32B parameters, reasoning-fine-tuned models exhibit richer latent-policy organization than their base counterparts, characterized by more differentiated transition structure and model-dependent changes in state utilization, persistence, and mixing. The recovered regimes exhibit functional specialization aligned with distinct reasoning stages, and extensive controls confirm that their structure is not explained by correctness, representation learning, or modeling priors, but depends on the coherent temporal organization of reasoning trajectories. Causal interventions further show that the regimes are functionally meaningful: state-swap ablations reduce one-step predictive fit, while transplanting reasoning dynamics into base models improves performance on challenging reasoning problems. Finally, SDS-guided pruning of failure-prone reasoning prefixes outperforms self-consistency in 11 of 12 model-dataset settings, with gains of up to 12.5 percentage points. Together, our results suggest that reasoning fine-tuning globally reorganizes latent dynamics, offering a new lens for mechanistic analysis and process-level control of reasoning models.

As language models (LMs) become integral to fields like healthcare, law, and journalism, their ability to differentiate between fact, belief, and knowledge is essential for reliable decision-making. Failure to grasp these distinctions can lead to significant consequences in areas such as medical diagnosis, legal judgments, and dissemination of fake news. Despite this, current literature has largely focused on more complex issues such as theory of mind, overlooking more fundamental epistemic challenges. This study systematically evaluates the epistemic reasoning capabilities of modern LMs, including GPT-4, Claude-3, and Llama-3, using a new dataset, KaBLE, consisting of 13,000 questions across 13 tasks. Our results reveal key limitations. First, while LMs achieve 86% accuracy on factual scenarios, their performance drops significantly with false scenarios, particularly in belief-related tasks. Second, LMs struggle with recognizing and affirming personal beliefs, especially when those beliefs contradict factual data, which raises concerns for applications in healthcare and counseling, where engaging with a person's beliefs is critical. Third, we identify a salient bias in how LMs process first-person versus third-person beliefs, performing better on third-person tasks (80.7%) compared to first-person tasks (54.4%). Fourth, LMs lack a robust understanding of the factive nature of knowledge, namely, that knowledge inherently requires truth. Fifth, LMs rely on linguistic cues for fact-checking and sometimes bypass the deeper reasoning. These findings highlight significant concerns about current LMs' ability to reason about truth, belief, and knowledge while emphasizing the need for advancements in these areas before broad deployment in critical sectors.

Bayesian models of cognition have gained considerable traction in computational neuroscience and psychiatry. Their scopes are now expected to expand rapidly to artificial intelligence, providing general inference frameworks to support embodied, adaptable, and energy-efficient autonomous agents. A central theory in this domain is predictive coding, which posits that learning and behaviour are driven by hierarchical probabilistic inferences about the causes of sensory inputs. Biological realism constrains these networks to rely on simple local computations in the form of precision-weighted predictions and prediction errors. This can make this framework highly efficient, but its implementation comes with unique challenges on the software development side. Embedding such models in standard neural network libraries often becomes limiting, as these libraries' compilation and differentiation backends can force a conceptual separation between optimization algorithms and the systems being optimized. This critically departs from other biological principles such as self-monitoring, self-organisation, cellular growth and functional plasticity. In this paper, we introduce pyhgf: a Python package backed by JAX and Rust for creating, manipulating and sampling dynamic networks for predictive coding. We improve over other frameworks by enclosing the network components as transparent, modular and malleable variables in the message-passing steps. The resulting graphs can implement arbitrary computational complexities as beliefs propagation. But the transparency of core variables can also translate into inference processes that leverage self-organisation principles, and express structure learning, meta-learning or causal discovery as the consequence of network structural adaptation to surprising inputs. The code, tutorials and documentation are hosted at: https://github.com/ilabcode/pyhgf.

As Generative AI becomes a key component in physics education, a significant ethical challenge has emerged: the tendency of students to anthropomorphize Large Language Models (LLMs), treating them as authoritative "oracles" that retrieve fixed facts from an internal database. However, LLMs operate fundamentally as probabilistic engines. This paper describes the design and implementation of a didactic activity, a reduced version of the "20 Questions" game, aimed at making this stochastic nature directly observable. Unlike a human player who fixes a target object at the start of the game, students discover that the model generates answers based solely on local coherence with the interaction history. By utilizing functionalities such as re-sampling and history rewinding, students act as experimenters, observing how identical interaction histories can yield diverging narrative paths. We discuss how mapping these behaviors to familiar physics concepts provides the epistemic scaffolding necessary to promote informed skepticism, framing the verification of AI outputs not merely as a compliance rule, but as a technical necessity derived from the system's probabilistic nature.

One of the key challenges in deploying RL to real-world applications is to adapt to variations of unknown environment contexts, such as changing terrains in robotic tasks and fluctuated bandwidth in congestion control. Existing works on adaptation to unknown environment contexts either assume the contexts are the same for the whole episode or assume the context variables are Markovian. However, in many real-world applications, the environment context usually stays stable for a stochastic period and then changes in an abrupt and unpredictable manner within an episode, resulting in a segment structure, which existing works fail to address. To leverage the segment structure of piecewise stable context in real-world applications, in this paper, we propose a \textbf{Segmented Context Belief Augmented Deep~(SeCBAD)} RL method. Our method can jointly infer the belief distribution over latent context with the posterior over segment length and perform more accurate belief context inference with observed data within the current context segment. The inferred belief context can be leveraged to augment the state, leading to a policy that can adapt to abrupt variations in context. We demonstrate empirically that SeCBAD can infer context segment length accurately and outperform existing methods on a toy grid world environment and Mujuco tasks with piecewise-stable context.

Social biases and belief-driven behaviors can significantly impact Large Language Models (LLMs) decisions on several tasks. As LLMs are increasingly used in multi-agent systems for societal simulations, their ability to model fundamental group psychological characteristics remains critical yet under-explored. In this study, we present a multi-agent framework that simulates belief congruence, a classical group psychology theory that plays a crucial role in shaping societal interactions and preferences. Our findings reveal that LLMs exhibit amplified belief congruence compared to humans, across diverse contexts. We further investigate the implications of this behavior on two downstream tasks: (1) misinformation dissemination and (2) LLM learning, finding that belief congruence in LLMs increases misinformation dissemination and impedes learning. To mitigate these negative impacts, we propose strategies inspired by: (1) contact hypothesis, (2) accuracy nudges, and (3) global citizenship framework. Our results show that the best strategies reduce misinformation dissemination by up to 37% and enhance learning by 11%. Bridging social psychology and AI, our work provides insights to navigate real-world interactions using LLMs while addressing belief-driven biases.

Theory-of-Mind (ToM) tasks pose a unique challenge for small language models (SLMs) with limited scale, which often lack the capacity to perform deep social reasoning. In this work, we propose DEL-ToM, a framework that improves ToM reasoning through inference-time scaling rather than architectural changes. Our approach decomposes ToM tasks into a sequence of belief updates grounded in Dynamic Epistemic Logic (DEL), enabling structured and transparent reasoning. We train a verifier, called the Process Belief Model (PBM), to score each belief update step using labels generated automatically via a DEL simulator. During inference, candidate belief traces generated by a language model are evaluated by the PBM, and the highest-scoring trace is selected. This allows SLMs to emulate more deliberate reasoning by allocating additional compute at test time. Experiments across multiple model scales and benchmarks show that DEL-ToM consistently improves performance, demonstrating that verifiable belief supervision can significantly enhance ToM abilities of SLMs without retraining.

Vision--Language--Action (VLA) policies such as π_{0.5} and OpenVLA perform well on many manipulation tasks, but they are often reactive: the next action is predicted from the current observation, instruction, and proprioceptive state. This assumption breaks down in stage-dependent manipulation, where visually similar states may require different actions depending on latent task progress and previous interaction outcomes. We argue that such tasks require not only memory, but dynamics-aware belief updates: the policy should preserve task progress during stable or occluded phases and revise its belief near contact, release, or subgoal transitions. We introduce Temporally Conditioned Memory-Fusion Policies (TFP), a lightweight memory-action framework for VLA backbones. TFP maintains an episode-local task-progress belief with Liquid Time-Constant dynamics and injects the updated belief directly into the flow-matching action decoder through adaptive modulation. This lets temporally accumulated context shape the generated action chunk, rather than serving only as passive history context. With a 3.3B-parameter model, TFP improves the average success rate from \(96.9\%\) to \(98.75\%\) on LIBERO and from \(91.4\%\) to \(93.77\%\) on LIBERO-plus. On the memory-focused MIKASA ShellGameTouch diagnostic, TFP achieves success up to \(75.0\%\). Mechanistic analyses show that write-gain changes near manipulation events are about \(6\times\) larger than far non-event phases, and hidden-state interventions show that the belief causally modulates generated action chunks. These results suggest that compact, event-sensitive memory dynamics can improve VLA policies under occlusion, visual perturbation, and stage-dependent task structure.

Chain-of-thought (CoT) reasoning improves large language model performance on complex tasks, but often produces excessively long and inefficient reasoning traces. Existing methods shorten CoTs using length penalties or global entropy reduction, implicitly assuming that low uncertainty is desirable throughout reasoning. We show instead that reasoning efficiency is governed by the trajectory of uncertainty. CoTs with dominant downward entropy trends are substantially shorter. Motivated by this insight, we propose Entropy Trend Reward (ETR), a trajectory-aware objective that encourages progressive uncertainty reduction while allowing limited local exploration. We integrate ETR into Group Relative Policy Optimization (GRPO) and evaluate it across multiple reasoning models and challenging benchmarks. ETR consistently achieves a superior accuracy-efficiency tradeoff, improving DeepSeek-R1-Distill-7B by 9.9% in accuracy while reducing CoT length by 67% across four benchmarks. Code is available at https://github.com/Xuan1030/ETR

Numerous applications of large language models (LLMs) rely on their ability to perform step-by-step reasoning. However, the reasoning behavior of LLMs remains poorly understood, posing challenges to research, development, and safety. To address this gap, we introduce landscape of thoughts-the first visualization tool for users to inspect the reasoning paths of chain-of-thought and its derivatives on any multi-choice dataset. Specifically, we represent the states in a reasoning path as feature vectors that quantify their distances to all answer choices. These features are then visualized in two-dimensional plots using t-SNE. Qualitative and quantitative analysis with the landscape of thoughts effectively distinguishes between strong and weak models, correct and incorrect answers, as well as different reasoning tasks. It also uncovers undesirable reasoning patterns, such as low consistency and high uncertainty. Additionally, users can adapt our tool to a model that predicts the property they observe. We showcase this advantage by adapting our tool to a lightweight verifier that evaluates the correctness of reasoning paths. The code is publicly available at: https://github.com/tmlr-group/landscape-of-thoughts.

While confidence estimation is a promising direction for mitigating hallucinations in Large Language Models (LLMs), current research dominantly focuses on single-turn settings. The dynamics of model confidence in multi-turn conversations, where context accumulates and ambiguity is progressively resolved, remain largely unexplored. Reliable confidence estimation in multi-turn settings is critical for many downstream applications, such as autonomous agents and human-in-the-loop systems. This work presents the first systematic study of confidence estimation in multi-turn interactions, establishing a formal evaluation framework grounded in two key desiderata: per-turn calibration and monotonicity of confidence as more information becomes available. To facilitate this, we introduce novel metrics, including a length-normalized Expected Calibration Error (InfoECE), and a new "Hinter-Guesser" paradigm for generating controlled evaluation datasets. Our experiments reveal that widely-used confidence techniques struggle with calibration and monotonicity in multi-turn dialogues. We propose P(Sufficient), a logit-based probe that achieves comparatively better performance, although the task remains far from solved. Our work provides a foundational methodology for developing more reliable and trustworthy conversational agents.

Memory-augmented LLM agents tackle complex long-horizon tasks by recursively summarizing interaction trajectories into compact memory. However, existing approaches typically train these memory policies using outcome-based reinforcement learning, failing to localize where intermediate memory quality degrades. As interactions unfold, ambiguous recursive summaries progressively discard task-relevant information and introduce semantic noise. This exacerbates belief deviation, obscuring the agent's estimate of the latent task state and ultimately derailing long-horizon reasoning. We therefore argue that memory optimization should focus not merely on trajectory-level success, but on the clarity of the belief induced by intermediate summaries. To this end, we introduce Belief Entropy, a self-supervised proxy that probes how uncertain the model remains about the latent task state given its current memory. Based on this proxy, we propose Metacognitive Memory Policy Optimization (MMPO). Instead of relying only on sparse outcome-based signals, MMPO provides fine-grained, memory-specific supervision via explicitly penalizing summaries that induce high epistemic uncertainty. Experiments show that MMPO consistently outperforms existing methods on diverse long-horizon tasks, maintaining 97.1% performance even when scaled to 1.75M-token contexts.

Human trajectory prediction is a practical task of predicting the future positions of pedestrians on the road, which typically covers all temporal ranges from short-term to long-term within a trajectory. However, existing works attempt to address the entire trajectory prediction with a singular, uniform training paradigm, neglecting the distinction between short-term and long-term dynamics in human trajectories. To overcome this limitation, we introduce a novel Progressive Pretext Task learning (PPT) framework, which progressively enhances the model's capacity of capturing short-term dynamics and long-term dependencies for the final entire trajectory prediction. Specifically, we elaborately design three stages of training tasks in the PPT framework. In the first stage, the model learns to comprehend the short-term dynamics through a stepwise next-position prediction task. In the second stage, the model is further enhanced to understand long-term dependencies through a destination prediction task. In the final stage, the model aims to address the entire future trajectory task by taking full advantage of the knowledge from previous stages. To alleviate the knowledge forgetting, we further apply a cross-task knowledge distillation. Additionally, we design a Transformer-based trajectory predictor, which is able to achieve highly efficient two-step reasoning by integrating a destination-driven prediction strategy and a group of learnable prompt embeddings. Extensive experiments on popular benchmarks have demonstrated that our proposed approach achieves state-of-the-art performance with high efficiency. Code is available at https://github.com/iSEE-Laboratory/PPT.

To enable Large Language Models (LLMs) to function as conscious agents with generalizable reasoning capabilities, it is crucial that they possess the reasoning ability to comprehend situational changes (transitions) in distribution triggered by environmental factors or actions from other agents. Despite its fundamental significance, this ability remains underexplored due to the complexity of modeling infinite possible changes in an event and their associated distributions, coupled with the lack of benchmark data with situational transitions. Addressing these gaps, we propose a novel formulation of reasoning with distributional changes as a three-step discriminative process, termed as MetAphysical ReaSoning. We then introduce the first-ever benchmark, MARS, comprising three tasks corresponding to each step. These tasks systematically assess LLMs' capabilities in reasoning the plausibility of (i) changes in actions, (ii) states caused by changed actions, and (iii) situational transitions driven by changes in action. Extensive evaluations with 20 (L)LMs of varying sizes and methods indicate that all three tasks in this process pose significant challenges, even for state-of-the-art LLMs and LMs after fine-tuning. Further analyses reveal potential causes for the underperformance of LLMs and demonstrate that pre-training them on large-scale conceptualization taxonomies can potentially enhance their metaphysical reasoning capabilities. Our data and models are publicly accessible at https://github.com/HKUST-KnowComp/MARS.

Open-ended scientific discovery with large language models (LLMs) increasingly operates as a long-horizon loop of hypothesis search and verification, where a reward signal guides which hypotheses to test next. A notable recent example is AutoDiscovery, which uses "Bayesian surprise" - the belief shift an LLM undergoes after observing evidence for a hypothesis - as both a discovery metric and a reward for search. We first observe that AutoDiscovery treats surprisal as a static quantity, while surprisal in human reasoning is non-stationary - it is defined relative to beliefs that evolve with experience, a prerequisite for continual scientific discovery. We address this mismatch with evidence-informed LLM beliefs: priors updated with evidence from previous hypotheses to compute non-stationary surprisal for new hypotheses. We compare in-context belief-updating mechanisms and find that embedding-based retrieval-augmented generation over prior discoveries best anticipates eventual posteriors, identifying 37.5% of static surprisals as spurious. We then modify search to avoid these spurious rewards and prioritize hypotheses that remain surprising under non-stationary beliefs. Concretely, we introduce two complementary changes to the original search procedure: belief-update filtering and diversity maximization. Across five discovery domains, our method increases accumulated non-stationary surprisal by 30.62% on average compared to the original search procedure, demonstrating that continual scientific discovery with LLMs requires not only better belief measurement but also search procedures that avoid redundancy and encourage diversity.

Single-shot neural decoders commit to answers without iterative refinement, while chain-of-thought methods introduce discrete intermediate steps but lack a scalar measure of reasoning progress. We propose Energy-Based Reasoning via Structured Latent Planning (EBRM), which models reasoning as gradient-based optimization of a multi-step latent trajectory z_{1:T} under a learned energy function E(h_x, z). The energy decomposes into per-step compatibility, transition consistency, and trajectory smoothness terms. Training combines supervised encoder-decoder learning with contrastive energy shaping using hard negatives, while inference performs gradient descent or Langevin dynamics over z and decodes from z_T. We identify a critical failure mode: on CNF logic satisfaction, latent planning reduces accuracy from approx 95% to approx 56%. This degradation arises from a distribution mismatch, where the decoder is trained on encoder outputs h_x but evaluated on planner outputs z_T that drift into unseen latent regions. We analyze this behavior through per-step decoding, latent drift tracking, and gradient decomposition. To address it, we propose dual-path decoder training and latent anchoring. We further introduce a six-part ablation protocol covering component contributions, trajectory length, planner dynamics, initialization, decoder training distribution, and anchor weight. Experiments on three synthetic tasks show that energy decreases monotonically and induces structured latent trajectories on graph and logic tasks, while remaining flat on arithmetic (r = 0.073), indicating a negative result. Code is available at https://github.com/dkjo8/ebr-via-structured-latent-planning.

When a language model generates text, the selection of individual tokens might lead it down very different reasoning paths, making uncertainty difficult to quantify. In this work, we consider whether reasoning language models represent the alternate paths that they could take during generation. To test this hypothesis, we use hidden activations to control and predict a language model's uncertainty during chain-of-thought reasoning. In our experiments, we find a clear correlation between how uncertain a model is at different tokens, and how easily the model can be steered by controlling its activations. This suggests that activation interventions are most effective when there are alternate paths available to the model -- in other words, when it has not yet committed to a particular final answer. We also find that hidden activations can predict a model's future outcome distribution, demonstrating that models implicitly represent the space of possible paths.

Large language models fine-tuned for forecasting can be accurate yet poorly calibrated, and their chain-of-thought (CoT) reasoning may not faithfully reflect the evidence behind a forecast. We ask whether internal representations offer a more direct window into both. Working with Eternis-Forecaster 8B on OpenForesight, we train representation-pooling probes on intermediate activations and find they achieve substantially better calibration; a result that also holds for GLM-4.7-Flash and GLM-4.5-Air. We then assess CoT faithfulness through evidence ablation and diversionary injection: removing an influential source in the prompt often changes the model's forecast while leaving the reasoning trace untouched. The same probes function as lie detectors: their activations track behavioral shifts far better than the reasoning trace does, and they also predict the direction of change in 84% of cases, including when the CoT conceals the perturbation's influence. Finally, forced answering reveals that forecasts are largely fixed before reasoning begins: a single pre-reasoning pass recovers the committed answer and confidence, and routing questions by the spread of this pre-set answer distribution saves 30-47% of generated tokens, with no loss of accuracy. Together, these results establish probing internal representations as a practical tool for calibrating, auditing, and triaging language model forecasters and reasoning models more broadly.

Large language models achieve high reasoning performance via explicit chain-of-thought and reinforcement learning, but require long output sequences and extended inference time. Latent reasoning reduces this cost by shifting computation into a latent space; however, continuous latent methods are hard to train, suffering from unstable and uninterpretable reasoning trajectories. We argue these issues stem from a misalignment between continuous-space reasoning and discrete symbolic supervision, as continuous states lack explicit anchors for step-by-step alignment. To resolve this, we propose Discrete Latent Reasoning~(DLR), the first method that converts continuous latent states into explicit discrete tokens. Inspired by render-based compression, we render textual chains of thought into images, extract visual features, and construct a discrete latent vocabulary via clustering-based fine-tuning. Expanding the vocabulary and output head enables standard autoregressive modeling over both natural language and latent tokens, supporting pretraining alignment, SFT, and RL. Experiments on five reasoning benchmarks and two model series~(Qwen3-VL and LLaMA-3) confirm that DLR outperforms prior latent reasoning baselines with up to 20times compression. Furthermore, the learned latent trajectories retain an interpretable semantic structure. Overall, discrete latent tokens provide a controllable and interpretable basis for efficient latent reasoning.

Reliable uncertainty quantification (UQ) is essential for deploying large language model (LLM) agents in complex interactive environments. Existing UQ methods largely rely on local signals, such as token probabilities, predictive entropy, or per-step confidence, and therefore overlook the long-range dependencies through which errors accumulate across an execution trajectory. As a result, they may fail to identify agent failures whose causes originate several reasoning or interaction steps before the final answer. We propose RUPA (Relational Uncertainty Propagation for Agents), a trajectory-level UQ framework for LLM agents. RUPA represents an execution history as a directed trajectory graph in which reasoning states, tool interactions, and environment feedback are nodes connected by temporal and semantic dependency edges. It then propagates uncertainty over this graph to capture how execution risk accumulates and transfers across interaction steps. The propagated signal is combined with trajectory-level behavioral features and goal-alignment information to produce a confidence estimate for the full agent trajectory. We evaluate RUPA on representative agent benchmarks, including τ-2, Terminal-Bench-2, and GAIA, using 6 open-source LLMs spanning multiple model families. Experimental results show that RUPA consistently outperforms existing UQ methods by providing more accurate uncertainty estimates, enabling earlier failure detection, and improving uncertainty-guided agent execution across diverse agent tasks. These results demonstrate that explicitly modeling relational dependency is crucial to reliable UQ for long-horizon LLM agents, providing a practical foundation for trustworthy agent execution.

Latent reasoning models (LRMs) replace explicit chain-of-thought with continuous thoughts. Recent work treats observable latent-state patterns, such as BFS-like frontiers and decodable arithmetic computation, as evidence for internal reasoning mechanisms. Evaluating two LRMs (Coconut and CODI) against controls lacking the proposed recurrence or curriculum, we find these patterns also appear in the controls and do not always causally affect behavior. Causal interventions reveal that latent-thought utilization is not binary but graded, scaling with a thought's causal effect on model behavior. Geometric analyses reveal this effect concentrates in low-rank directions whose step-to-step geometry grows more structured as their behavioral influence increases. Latent thoughts should therefore be treated as hidden computation, not hidden explanation: decodability, attention, or static structure alone cannot establish mechanism. LRM interpretability thus requires matched controls and causal tests.

Large reasoning models (LRMs) have recently demonstrated impressive capabilities in complex reasoning tasks by leveraging increased test-time computation and exhibiting behaviors reminiscent of human-like self-reflection. While LRMs show a clear capacity for valuable self-reflection, how this ability interacts with other model behaviors remains underexplored. We investigate this connection by analyzing verbalized confidence, how models articulate their certainty, as a lens into the nature of self-reflection in LRMs. We find that supervised fine-tuning on reasoning traces (i.e., distillation) and reinforcement learning can improve verbalized calibration in reasoning-intensive settings in a progressive, laddered fashion. However, our results also indicate that reasoning models may possess a diminished awareness of their own knowledge boundaries, as evidenced by significantly lower "I don't know" response rates on factuality benchmarks. Moreover, we examine the relationship between verbalized confidence and reasoning chains, finding that models tend to express higher confidence when providing shorter or less elaborate reasoning. Our findings highlight how reasoning-oriented training can enhance performance in reasoning-centric tasks while potentially incurring a "reasoning tax," a cost reflected in the model's reduced ability to accurately recognize the limits of its own knowledge in small-scale models. More broadly, our work showcases how this erosion of knowledge boundaries can compromise model faithfulness, as models grow more confident without a commensurate understanding of when they should abstain.

Large reasoning models achieve strong performance on complex tasks through long chain-of-thought (CoT) trajectories, but directly transferring such reasoning processes to smaller models remains challenging. A key difficulty is that not all teacher-generated reasoning trajectories are suitable for student learning. Existing approaches typically rely on post-hoc filtering, selecting trajectories after full generation based on heuristic criteria. However, such methods cannot control the generation process itself and may still produce reasoning paths that lie outside the student's learning capacity. To address this limitation, we propose Gen-SSD (Generation-time Self-Selection Distillation), a student-in-the-loop framework that performs generation-time selection. Instead of passively consuming complete trajectories, the student evaluates candidate continuations during the teacher's sampling process, guiding the expansion of only learnable reasoning paths and enabling early pruning of unhelpful branches. Experiments on mathematical reasoning benchmarks demonstrate that Gen-SSD consistently outperforms standard knowledge distillation and recent baselines, with improvements of around 5.9 points over Standard KD and up to 4.7 points over other baselines. Further analysis shows that Gen-SSD produces more stable and learnable reasoning trajectories, highlighting the importance of incorporating supervision during generation for effective distillation.

We propose a new dataset for evaluating question answering models with respect to their capacity to reason about beliefs. Our tasks are inspired by theory-of-mind experiments that examine whether children are able to reason about the beliefs of others, in particular when those beliefs differ from reality. We evaluate a number of recent neural models with memory augmentation. We find that all fail on our tasks, which require keeping track of inconsistent states of the world; moreover, the models' accuracy decreases notably when random sentences are introduced to the tasks at test.

We define an atomic generation fact f=(u,tau,omega,z;rho), recording the origin, realized transformation, concrete occurrence, generated result and relation role. Compiled into a Generation-Fact Graph (GFG), these facts provide an AI-native, compilable scientific fact substrate preserving generation histories. We establish a GFG-based recursive scientific process in which analysis, intervention, replay and validation form facts for later cycles. Using nanoGPT, we establish unified training-learning dynamics. Training is the evolution of a parameter-optimizer system with state and memory: each actual training action enters the receiving state and produces a finite-amplitude nonlinear functional response conditioned by that state and target-specific update geometry. Learning is the persistent reorganization of distributed functional support by these responses; capability formation, maintenance, decline or recovery becomes observable when target-specific states are evaluated against their readout boundaries. Three primary coordinates - target-boundary state, target-specific update geometry and parameter-Adam receiving state - yield a second-order predictor operating before post-update outputs are read. On held-out runs, it achieved 91.43% accuracy and 91.49% macro-averaged recall across four transitions. We further establish inference as a frozen projection of training-learning dynamics. Component gating and rollback show causal recruitment and non-additive combination of query-conditioned support formed during training, deriving organizational conditions realized by Attention. Controlled feedback indicates possible double-edged reinforcement effects. ResNet/CIFAR-100 and diffusion/CIFAR-10 experiments confirm receiving-state-conditioned responses, persistent support reorganization and frozen inference projection beyond nanoGPT.

Scientific ideation unfolds over multiple stages, including literature search, paper reading, tool use, claim checking, cross-paper synthesis, brainstorming, rejection of weak directions, and iterative writing. Yet most existing resources capture isolated components or final artifacts rather than the process connecting them. We introduce IdeaTrail, a dataset of 1,170 multi-turn trajectories for scientific ideation and proposal generation. Each trajectory follows a research process from evidence gathering to either idea selection or proposal construction, jointly recording tool use, acquired evidence, intermediate artifacts, and reasoning. IdeaTrail is synthesized from human-selected research papers and proposal artifacts through a Generator--Advisor loop. The Generator produces the visible sequence of actions, observations, and artifact edits, while the Advisor uses the full generation context to check grounding, causal order, naturalness, and leakage from hidden targets. This reverse-to-forward design keeps trajectories aligned with real scientific artifacts while retaining the uncertainty, evidence use, and staged convergence characteristic of research practice. IdeaTrail provides both reusable process supervision and a general recipe for constructing scientific-research-agent data.

Large language models (LLMs) are increasingly used in applications requiring factual accuracy, yet their outputs often contain hallucinated responses. While fact-checking can mitigate these errors, existing methods typically retrieve external evidence indiscriminately, overlooking the model's internal knowledge and potentially introducing irrelevant noise. Moreover, current systems lack targeted mechanisms to resolve specific uncertainties in the model's reasoning. Inspired by how humans fact-check, we argue that LLMs should adaptively decide whether to rely on internal knowledge or initiate retrieval based on their confidence in a given claim. We introduce Probabilistic Certainty and Consistency (PCC), a framework that estimates factual confidence by jointly modeling an LLM's probabilistic certainty and reasoning consistency. These confidence signals enable an adaptive verification strategy: the model answers directly when confident, triggers targeted retrieval when uncertain or inconsistent, and escalates to deep search when ambiguity is high. Our confidence-guided routing mechanism ensures that retrieval is invoked only when necessary, improving both efficiency and reliability. Extensive experiments across three challenging benchmarks show that PCC achieves better uncertainty quantification than verbalized confidence and consistently outperforms strong LLM-based fact-checking baselines. Furthermore, we demonstrate that PCC generalizes well across various LLMs.

Human language is driven by unspoken beliefs and belief updates, making these critical to model for successful communication between large language models (LLMs) and their users. In this paper, we evaluate the ability of LLMs to recognize unspoken beliefs made through implicatures and to understand their updates through implicature cancellation: the pragmatic phenomenon whereby an utterance's implied meaning is weakened or negated. We create the first expert-annotated implicature cancellation dataset, ImplicatureX, crowdsourced for human judgements of implicatures and their corresponding cancellations. We find that LLM belief update understanding lags behind that of humans, especially in more naturally-occurring scenarios. Additional control experiments suggest that successes in LLM belief updates may stem in part from a reliance on prior beliefs, and that failures in belief updates may depend on their type and on their form. Overall, our study suggests that current LLMs have not yet reached human-level understanding of unspoken beliefs and belief updates. Code and data are available at https://github.com/cesare-spinoso/ImplicatureX.

Recent large language models (LLMs) can generate long Chain-of-Thought (CoT) at test time, enabling them to solve complex tasks. These reasoning steps in CoT are often assumed as a faithful reflection of the model's internal thinking process, and used to monitor unsafe intentions. However, we find many reasoning steps don't truly contribute to LLMs' prediction. We measure the step-wise causal influence of each reasoning step on the model's final prediction with a proposed True Thinking Score (TTS). We reveal that LLMs often interleave between true-thinking steps (which are genuinely used to produce the final output) and decorative-thinking steps (which only give the appearance of reasoning but have minimal causal impact). Notably, only a small subset of the total reasoning steps have a high TTS that causally drive the model's prediction: e.g., for the AIME dataset, only an average of 2.3% of reasoning steps in CoT have a TTS >= 0.7 (range: 0-1) under the Qwen-2.5 model. Furthermore, we identify a TrueThinking direction in the latent space of LLMs. By steering along or against this direction, we can force the model to perform or disregard certain CoT steps when computing the final result. Finally, we highlight that self-verification steps in CoT (i.e., aha moments) can also be decorative, where LLMs do not truly verify their solution. Steering along the TrueThinking direction can force internal reasoning over these steps, resulting in a change in the final results. Overall, our work reveals that LLMs often verbalize reasoning steps without actually performing them internally, which undermines both the efficiency of LLM reasoning and the trustworthiness of CoT.

Knowledge editing techniques promise to implant new factual knowledge into large language models (LLMs). But do LLMs really believe these facts? We develop a framework to measure belief depth and use it to evaluate the success of knowledge editing techniques. We operationalize belief depth as the extent to which implanted knowledge 1) generalizes to related contexts (e.g. Fermi estimates several logical steps removed), 2) is robust to self-scrutiny and direct challenge, and 3) is represented similarly to genuine knowledge (as measured by linear probes). Our evaluations show that simple prompting and mechanistic editing techniques fail to implant knowledge deeply. In contrast, Synthetic Document Finetuning (SDF) - where models are trained on LLM-generated documents consistent with a fact - often succeeds at implanting beliefs that behave similarly to genuine knowledge. However, SDF's success is not universal, as implanted beliefs that contradict basic world knowledge are brittle and representationally distinct from genuine knowledge. Overall, our work introduces measurable criteria for belief depth and enables the rigorous evaluation necessary for deploying knowledge editing in real-world applications.

This paper focuses on the task of hallucination detection, which aims to determine the truthfulness of LLM-generated statements. To address this problem, a popular class of methods utilize the LLM's self-consistencies in its beliefs in a set of logically related augmented statements generated by the LLM, which does not require external knowledge databases and can work with both white-box and black-box LLMs. However, in many existing approaches, the augmented statements tend to be very monotone and unstructured, which makes it difficult to integrate meaningful information from the LLM beliefs in these statements. Also, many methods work with the binarized version of the LLM's belief, instead of the continuous version, which significantly loses information. To overcome these limitations, in this paper, we propose Belief Tree Propagation (BTProp), a probabilistic framework for LLM hallucination detection. BTProp introduces a belief tree of logically related statements by recursively decomposing a parent statement into child statements with three decomposition strategies, and builds a hidden Markov tree model to integrate the LLM's belief scores in these statements in a principled way. Experiment results show that our method improves baselines by 3%-9% (evaluated by AUROC and AUC-PR) on multiple hallucination detection benchmarks. Code is available at https://github.com/UCSB-NLP-Chang/BTProp.

Can we teach natural language understanding models to track their beliefs through intermediate points in text? We propose a representation learning framework called breakpoint modeling that allows for learning of this type. Given any text encoder and data marked with intermediate states (breakpoints) along with corresponding textual queries viewed as true/false propositions (i.e., the candidate beliefs of a model, consisting of information changing through time) our approach trains models in an efficient and end-to-end fashion to build intermediate representations that facilitate teaching and direct querying of beliefs at arbitrary points alongside solving other end tasks. To show the benefit of our approach, we experiment with a diverse set of NLU tasks including relational reasoning on CLUTRR and narrative understanding on bAbI. Using novel belief prediction tasks for both tasks, we show the benefit of our main breakpoint transformer, based on T5, over conventional representation learning approaches in terms of processing efficiency, prediction accuracy and prediction consistency, all with minimal to no effect on corresponding QA end tasks. To show the feasibility of incorporating our belief tracker into more complex reasoning pipelines, we also obtain SOTA performance on the three-tiered reasoning challenge for the TRIP benchmark (around 23-32% absolute improvement on Tasks 2-3).

We present a probabilistic language model for time-stamped text data which tracks the semantic evolution of individual words over time. The model represents words and contexts by latent trajectories in an embedding space. At each moment in time, the embedding vectors are inferred from a probabilistic version of word2vec [Mikolov et al., 2013]. These embedding vectors are connected in time through a latent diffusion process. We describe two scalable variational inference algorithms--skip-gram smoothing and skip-gram filtering--that allow us to train the model jointly over all times; thus learning on all data while simultaneously allowing word and context vectors to drift. Experimental results on three different corpora demonstrate that our dynamic model infers word embedding trajectories that are more interpretable and lead to higher predictive likelihoods than competing methods that are based on static models trained separately on time slices.

Implicit chain-of-thought (iCoT) methods aim to internalize reasoning in large language models, but often underperform explicit CoT prompting. We empirically find that hidden-state reasoning trajectories exhibit low-rank structure. Motivated by this observation, we propose a low-rank distillation framework that transfers reasoning by aligning teacher and student trajectories in a shared low-rank tensor subspace using first- and second-order statistics. The resulting formulation captures the global structure of reasoning while supporting a compact latent reasoning process. We evaluate the method across multiple model families, including LLaMA and Qwen, at different scales on mathematical reasoning benchmarks. Our approach consistently improves performance, especially on challenging multi-step tasks, approaching explicit CoT accuracy and outperforming prior iCoT distillation methods.

Interpretability research on large language models (LLMs) has yielded important insights into model behaviour, yet recurring pitfalls persist: findings that do not generalise, and causal interpretations that outrun the evidence. Our position is that causal inference specifies what constitutes a valid mapping from model activations to invariant high-level structures, the data or assumptions needed to achieve it, and the inferences it can support. Specifically, Pearl's causal hierarchy clarifies what an interpretability study can justify. Observations establish associations between model behaviour and internal components. Interventions (e.g., ablations or activation patching) support claims how these edits affect a behavioural metric (e.g., average change in token probabilities) over a set of prompts. However, counterfactual claims -- i.e., asking what the model output would have been for the same prompt under an unobserved intervention -- remain largely unverifiable without controlled supervision. We show how causal representation learning (CRL) operationalises this hierarchy, specifying which variables are recoverable from activations and under what assumptions. Together, these motivate a diagnostic framework that helps practitioners select methods and evaluations matching claims to evidence such that findings generalise.

We consider the problem of performing Bayesian inference in probabilistic models where observations are accompanied by uncertainty, referred to as "uncertain evidence." We explore how to interpret uncertain evidence, and by extension the importance of proper interpretation as it pertains to inference about latent variables. We consider a recently-proposed method "distributional evidence" as well as revisit two older methods: Jeffrey's rule and virtual evidence. We devise guidelines on how to account for uncertain evidence and we provide new insights, particularly regarding consistency. To showcase the impact of different interpretations of the same uncertain evidence, we carry out experiments in which one interpretation is defined as "correct." We then compare inference results from each different interpretation illustrating the importance of careful consideration of uncertain evidence.

Recent research has made substantial progress on video reasoning, with many models leveraging spatio-temporal evidence chains to strengthen their inference capabilities. At the same time, a growing set of datasets and benchmarks now provides structured annotations designed to support and evaluate such reasoning. However, little attention has been paid to reasoning about how objects move between observations: no prior work has articulated the motion patterns by connecting successive observations, leaving trajectory understanding implicit and difficult to verify. We formalize this missing capability as Spatial-Temporal-Trajectory (STT) reasoning and introduce Motion-o, a motion-centric video understanding extension to visual language models that makes trajectories explicit and verifiable. To enable motion reasoning, we also introduce a trajectory-grounding dataset artifact that expands sparse keyframe supervision via augmentation to yield denser bounding box tracks and a stronger trajectory-level training signal. Finally, we introduce Motion Chain of Thought (MCoT), a structured reasoning pathway that makes object trajectories through discrete <motion/> tag summarizing per-object direction, speed, and scale (of velocity) change to explicitly connect grounded observations into trajectories. To train Motion-o, we design a reward function that compels the model to reason directly over visual evidence, all while requiring no architectural modifications. Empirical results demonstrate that Motion-o improves spatial-temporal grounding and trajectory prediction while remaining fully compatible with existing frameworks, establishing motion reasoning as a critical extension for evidence-based video understanding. Code is available at https://github.com/ostadabbas/Motion-o.

We address causal reasoning in multivariate time series data generated by stochastic processes. Existing approaches are largely restricted to static settings, ignoring the continuity and emission of variations across time. In contrast, we propose a learning paradigm that directly establishes causation between events in the course of time. We present two key lemmas to compute causal contributions and frame them as reinforcement learning problems. Our approach offers formal and computational tools for uncovering and quantifying causal relationships in diffusion processes, subsuming various important settings such as discrete-time Markov decision processes. Finally, in fairly intricate experiments and through sheer learning, our framework reveals and quantifies causal links, which otherwise seem inexplicable.

Large language models (LLMs) are trained on extensive datasets that encapsulate substantial world knowledge. However, their outputs often include confidently stated inaccuracies. Earlier works suggest that LLMs encode truthfulness as a distinct linear feature, termed the "truth direction", which can classify truthfulness reliably. We address several open questions about the truth direction: (i) whether LLMs universally exhibit consistent truth directions; (ii) whether sophisticated probing techniques are necessary to identify truth directions; and (iii) how the truth direction generalizes across diverse contexts. Our findings reveal that not all LLMs exhibit consistent truth directions, with stronger representations observed in more capable models, particularly in the context of logical negation. Additionally, we demonstrate that truthfulness probes trained on declarative atomic statements can generalize effectively to logical transformations, question-answering tasks, in-context learning, and external knowledge sources. Finally, we explore the practical application of truthfulness probes in selective question-answering, illustrating their potential to improve user trust in LLM outputs. These results advance our understanding of truth directions and provide new insights into the internal representations of LLM beliefs. Our code is public at https://github.com/colored-dye/truthfulness_probe_generalization

Large language models (LLMs) have shown strong performance in many reasoning benchmarks. However, recent studies have pointed to memorization, rather than generalization, as one of the leading causes for such performance. LLMs, in fact, are susceptible to content variations, demonstrating a lack of robust planning or symbolic abstractions supporting their reasoning process. To improve reliability, many attempts have been made to combine LLMs with symbolic methods. Nevertheless, existing approaches fail to effectively leverage symbolic representations due to the challenges involved in developing reliable and scalable verification mechanisms. In this paper, we propose to overcome such limitations by synthesizing high-quality symbolic reasoning trajectories with stepwise pseudo-labels at scale via Monte Carlo estimation. A Process Reward Model (PRM) can be efficiently trained based on the synthesized data and then used to select more symbolic trajectories. The trajectories are then employed with Direct Preference Optimization (DPO) and Supervised Fine-Tuning (SFT) to improve logical reasoning and generalization. Our results on benchmarks (i.e., FOLIO and LogicAsker) show the effectiveness of the proposed method with gains on frontier and open-weight models. Moreover, additional experiments on claim verification data reveal that fine-tuning on the generated symbolic reasoning trajectories enhances out-of-domain generalizability, suggesting the potential impact of the proposed method in enhancing planning and logical reasoning.

In-context learning is commonly interpreted as a form of conditional inference, in which the prompt specifies a context and the model's output is treated as an estimate of the corresponding conditional distribution. If this interpretation holds, then LLM estimates should satisfy basic probabilistic identities. In particular, the law of total probability asserts that prior-weighted conditional distributions aggregate into population-level marginals over any valid partition of the population. In this work, we investigate to what extent LLM estimates adhere to this self-consistency principle. We use binary trees as an evaluation scaffold to recursively partition a population into increasingly fine-grained subpopulations. We then prompt LLMs with verbalized subpopulation descriptions in context, aggregate the resulting estimates back into population-level estimates, and compare them across partitions of varying granularity. Applying this protocol across problem domains and state-of-the-art frontier models, we show widespread violations of basic consistency properties. An in-depth study of persona prompting reveals a pattern we call the macro fallacy: estimates reconstructed from more fine-grained subpopulation responses are often better aligned with human reference data than direct population-level estimates. This effect persists across variations in tree structure and estimation task, and can be partially recovered through implicit prompting. Together, these findings suggest that models possess relevant subpopulation knowledge but do not reliably propagate it into aggregate estimates. This gap establishes statistical self-consistency as an unsaturated, reference-free criterion for evaluating LLMs.

We revisit Zadeh's notion of "evidence of the second kind" and show that it provides the foundation for a general theory of epistemic random fuzzy sets, which generalizes both the Dempster-Shafer theory of belief functions and possibility theory. In this perspective, Dempster-Shafer theory deals with belief functions generated by random sets, while possibility theory deals with belief functions induced by fuzzy sets. The more general theory allows us to represent and combine evidence that is both uncertain and fuzzy. We demonstrate the application of this formalism to statistical inference, and show that it makes it possible to reconcile the possibilistic interpretation of likelihood with Bayesian inference.

Large language model (LLM)-based systems are increasingly deployed to conduct scientific research autonomously, yet whether their reasoning adheres to the epistemic norms that make scientific inquiry self-correcting is poorly understood. Here, we evaluate LLM-based scientific agents across eight domains, spanning workflow execution to hypothesis-driven inquiry, through more than 25,000 agent runs and two complementary lenses: (i) a systematic performance analysis that decomposes the contributions of the base model and the agent scaffold, and (ii) a behavioral analysis of the epistemological structure of agent reasoning. We observe that the base model is the primary determinant of both performance and behavior, accounting for 41.4% of explained variance versus 1.5% for the scaffold. Across all configurations, evidence is ignored in 68% of traces, refutation-driven belief revision occurs in 26%, and convergent multi-test evidence is rare. The same reasoning pattern appears whether the agent executes a computational workflow or conducts hypothesis-driven inquiry. They persist even when agents receive near-complete successful reasoning trajectories as context, and the resulting unreliability compounds across repeated trials in epistemically demanding domains. Thus, current LLM-based agents execute scientific workflows but do not exhibit the epistemic patterns that characterize scientific reasoning. Outcome-based evaluation cannot detect these failures, and scaffold engineering alone cannot repair them. Until reasoning itself becomes a training target, the scientific knowledge produced by such agents cannot be justified by the process that generated it.