The Illusion of Thinking: Understanding the Strengths and Limitations of Reasoning Models via the Lens of Problem Complexity

Performative Thinking? The Brittle Correlation Between CoT Length and Problem Complexity

Intermediate token generation (ITG), where a model produces output before the solution, has been proposed as a method to improve the performance of language models on reasoning tasks. While these reasoning traces or Chain of Thoughts (CoTs) are correlated with performance gains, the mechanisms underlying them remain unclear. A prevailing assumption in the community has been to anthropomorphize these tokens as "thinking", treating longer traces as evidence of higher problem-adaptive computation. In this work, we critically examine whether intermediate token sequence length reflects or correlates with problem difficulty. To do so, we train transformer models from scratch on derivational traces of the A* search algorithm, where the number of operations required to solve a maze problem provides a precise and verifiable measure of problem complexity. We first evaluate the models on trivial free-space problems, finding that even for the simplest tasks, they often produce excessively long reasoning traces and sometimes fail to generate a solution. We then systematically evaluate the model on out-of-distribution problems and find that the intermediate token length and ground truth A* trace length only loosely correlate. We notice that the few cases where correlation appears are those where the problems are closer to the training distribution, suggesting that the effect arises from approximate recall rather than genuine problem-adaptive computation. This suggests that the inherent computational complexity of the problem instance is not a significant factor, but rather its distributional distance from the training data. These results challenge the assumption that intermediate trace generation is adaptive to problem difficulty and caution against interpreting longer sequences in systems like R1 as automatically indicative of "thinking effort".

Performative Thinking? The Brittle Correlation Between CoT Length and Problem Complexity

Intermediate token generation (ITG), where a model produces output before the solution, has been proposed as a method to improve the performance of language models on reasoning tasks. While these reasoning traces or Chain of Thoughts (CoTs) are correlated with performance gains, the mechanisms underlying them remain unclear. A prevailing assumption in the community has been to anthropomorphize these tokens as "thinking", treating longer traces as evidence of higher problem-adaptive computation. In this work, we critically examine whether intermediate token sequence length reflects or correlates with problem difficulty. To do so, we train transformer models from scratch on derivational traces of the A* search algorithm, where the number of operations required to solve a maze problem provides a precise and verifiable measure of problem complexity. We first evaluate the models on trivial free-space problems, finding that even for the simplest tasks, they often produce excessively long reasoning traces and sometimes fail to generate a solution. We then systematically evaluate the model on out-of-distribution problems and find that the intermediate token length and ground truth A* trace length only loosely correlate. We notice that the few cases where correlation appears are those where the problems are closer to the training distribution, suggesting that the effect arises from approximate recall rather than genuine problem-adaptive computation. This suggests that the inherent computational complexity of the problem instance is not a significant factor, but rather its distributional distance from the training data. These results challenge the assumption that intermediate trace generation is adaptive to problem difficulty and caution against interpreting longer sequences in systems like R1 as automatically indicative of "thinking effort".

A taxonomy for next-generation reasoning models

Where we've been and where we're going with RLVR.

Eliciting Reasoning in Language Models with Cognitive Tools

The recent advent of reasoning models like OpenAI's o1 was met with excited speculation by the AI community about the mechanisms underlying these capabilities in closed models, followed by a rush of replication efforts, particularly from the open source community. These speculations were largely settled by the demonstration from DeepSeek-R1 that chains-of-thought and reinforcement learning (RL) can effectively replicate reasoning on top of base LLMs. However, it remains valuable to explore alternative methods for theoretically eliciting reasoning that could help elucidate the underlying mechanisms, as well as providing additional methods that may offer complementary benefits. Here, we build on the long-standing literature in cognitive psychology and cognitive architectures, which postulates that reasoning arises from the orchestrated, sequential execution of a set of modular, predetermined cognitive operations. Crucially, we implement this key idea within a modern agentic tool-calling framework. In particular, we endow an LLM with a small set of "cognitive tools" encapsulating specific reasoning operations, each executed by the LLM itself. Surprisingly, this simple strategy results in considerable gains in performance on standard mathematical reasoning benchmarks compared to base LLMs, for both closed and open-weight models. For instance, providing our "cognitive tools" to GPT-4.1 increases its pass@1 performance on AIME2024 from 32% to 53%, even surpassing the performance of o1-preview. In addition to its practical implications, this demonstration contributes to the debate regarding the role of post-training methods in eliciting reasoning in LLMs versus the role of inherent capabilities acquired during pre-training, and whether post-training merely uncovers these latent abilities.

Crafting a good (reasoning) model

A recent talk I gave on model training, reasoning, and the next frontier.

Understanding Reasoning LLMs

Methods and Strategies for Building and Refining Reasoning Models

Position: Stop Anthropomorphizing Intermediate Tokens as Reasoning/Thinking Traces!

Intermediate token generation (ITG), where a model produces output before the solution, has become a standard method to improve the performance of language models on reasoning tasks. These intermediate tokens have been called \say{reasoning traces} or even \say{thinking traces} -- implicitly anthropomorphizing the traces, and implying that these traces resemble steps a human might take when solving a challenging problem, and as such can provide an interpretable window into the operation of the model's thinking process to the end user. In this position paper, we present evidence that this anthropomorphization isn't a harmless metaphor, and instead is quite dangerous -- it confuses the nature of these models and how to use them effectively, and leads to questionable research. We call on the community to avoid such anthropomorphization of intermediate tokens.

Position: Stop Anthropomorphizing Intermediate Tokens as Reasoning/Thinking Traces!

Intermediate token generation (ITG), where a model produces output before the solution, has become a standard method to improve the performance of language models on reasoning tasks. These intermediate tokens have been called \say{reasoning traces} or even \say{thinking traces} -- implicitly anthropomorphizing the traces, and implying that these traces resemble steps a human might take when solving a challenging problem, and as such can provide an interpretable window into the operation of the model's thinking process to the end user. In this position paper, we present evidence that this anthropomorphization isn't a harmless metaphor, and instead is quite dangerous -- it confuses the nature of these models and how to use them effectively, and leads to questionable research. We call on the community to avoid such anthropomorphization of intermediate tokens.

ReAct: Synergizing Reasoning and Acting in Language Models

While large language models (LLMs) have demonstrated impressive capabilities across tasks in language understanding and interactive decision making, their abilities for reasoning (e.g. chain-of-thought prompting) and acting (e.g. action plan generation) have primarily been studied as separate topics. In this paper, we explore the use of LLMs to generate both reasoning traces and task-specific actions in an interleaved manner, allowing for greater synergy between the two: reasoning traces help the model induce, track, and update action plans as well as handle exceptions, while actions allow it to interface with external sources, such as knowledge bases or environments, to gather additional information. We apply our approach, named ReAct, to a diverse set of language and decision making tasks and demonstrate its effectiveness over state-of-the-art baselines, as well as improved human interpretability and trustworthiness over methods without reasoning or acting components. Concretely, on question answering (HotpotQA) and fact verification (Fever), ReAct overcomes issues of hallucination and error propagation prevalent in chain-of-thought reasoning by interacting with a simple Wikipedia API, and generates human-like task-solving trajectories that are more interpretable than baselines without reasoning traces. On two interactive decision making benchmarks (ALFWorld and WebShop), ReAct outperforms imitation and reinforcement learning methods by an absolute success rate of 34% and 10% respectively, while being prompted with only one or two in-context examples. Project site with code: https://react-lm.github.io

Language Models Don't Always Say What They Think: Unfaithful Explanations in Chain-of-Thought Prompting

Large Language Models (LLMs) can achieve strong performance on many tasks by producing step-by-step reasoning before giving a final output, often referred to as chain-of-thought reasoning (CoT). It is tempting to interpret these CoT explanations as the LLM's process for solving a task. This level of transparency into LLMs' predictions would yield significant safety benefits. However, we find that CoT explanations can systematically misrepresent the true reason for a model's prediction. We demonstrate that CoT explanations can be heavily influenced by adding biasing features to model inputs--e.g., by reordering the multiple-choice options in a few-shot prompt to make the answer always "(A)"--which models systematically fail to mention in their explanations. When we bias models toward incorrect answers, they frequently generate CoT explanations rationalizing those answers. This causes accuracy to drop by as much as 36% on a suite of 13 tasks from BIG-Bench Hard, when testing with GPT-3.5 from OpenAI and Claude 1.0 from Anthropic. On a social-bias task, model explanations justify giving answers in line with stereotypes without mentioning the influence of these social biases. Our findings indicate that CoT explanations can be plausible yet misleading, which risks increasing our trust in LLMs without guaranteeing their safety. Building more transparent and explainable systems will require either improving CoT faithfulness through targeted efforts or abandoning CoT in favor of alternative methods.

Language Models Don't Always Say What They Think: Unfaithful Explanations in Chain-of-Thought Prompting

Large Language Models (LLMs) can achieve strong performance on many tasks by producing step-by-step reasoning before giving a final output, often referred to as chain-of-thought reasoning (CoT). It is tempting to interpret these CoT explanations as the LLM's process for solving a task. This level of transparency into LLMs' predictions would yield significant safety benefits. However, we find that CoT explanations can systematically misrepresent the true reason for a model's prediction. We demonstrate that CoT explanations can be heavily influenced by adding biasing features to model inputs--e.g., by reordering the multiple-choice options in a few-shot prompt to make the answer always "(A)"--which models systematically fail to mention in their explanations. When we bias models toward incorrect answers, they frequently generate CoT explanations rationalizing those answers. This causes accuracy to drop by as much as 36% on a suite of 13 tasks from BIG-Bench Hard, when testing with GPT-3.5 from OpenAI and Claude 1.0 from Anthropic. On a social-bias task, model explanations justify giving answers in line with stereotypes without mentioning the influence of these social biases. Our findings indicate that CoT explanations can be plausible yet misleading, which risks increasing our trust in LLMs without guaranteeing their safety. Building more transparent and explainable systems will require either improving CoT faithfulness through targeted efforts or abandoning CoT in favor of alternative methods.

Rethinking the Multilingual Reasoning Gap with Layer Swap

Recent reasoning Large Language Models produce a chain-of-thought (CoT) predominantly in English, even when prompted in non-English languages. Prior work suggests that forcing the CoT to remain in the input language (\emph{native reasoning}) substantially degrades performance relative to allowing the model to reason in English before answering in the input language (\emph{English-pivoted reasoning}). However, most studies of this native reasoning gap rely on inference-time interventions or limited native-language training data. We revisit this comparison at a larger scale and under comparable supervision. We construct long multilingual reasoning datasets across six languages (English, French, German, Spanish, Chinese and Swahili); fine-tune specialists in both native and English-pivoted regimes on top of \texttt{Qwen/Qwen3-8B-Base}, and evaluate across mathematics, science, general knowledge, and code. In this setting, the average native reasoning gap shrinks to 1.9--3.5\% across the five non-English languages, considerably smaller than previously reported. Weight-space analysis of the native specialists reveals aligned fine-tuning updates in the middle layers and divergence in the outer layers. This points to a largely language-agnostic reasoning core surrounded by language-specific layers. Exploiting this structure, we introduce a Layer Swap: transferring the English specialist's stronger reasoning mid-layers into each native specialist, closing most of the native reasoning gap across the five non-English languages while preserving CoT in the target language. We release all models and datasets.

PoliSim@CHI 2026

Large Language Models are rapidly evolving from text generators into reasoning systems that can act as autonomous agents. When placed in social contexts, these agents display emergent behaviors such as forming coalitions, spreading information, and making collective decisions.

The homogenizing effect of large language models on human expression and thought

AbstractCognitive diversity, reflected in variations of language, perspective, and reasoning, is essential to creativity and collective intelligence. This diversity is rich and grounded in culture, history, and individual experience. Yet, as large language models (LLMs) become deeply embedded in people's lives, they risk standardizing language and reasoning. We synthesize evidence across linguistics, psychology, cognitive science, and computer science to show how LLMs reflect and reinforce dominant styles while marginalizing alternative voices and reasoning strategies. We examine how their design and widespread use contribute to this effect by mirroring patterns in their training data and amplifying convergence as all people increasingly rely on the same models across contexts. Unchecked, this homogenization risks flattening the cognitive landscapes that drive collective intelligence and adaptability.

Reasoning Models Generate Societies of Thought

Large language models have achieved remarkable capabilities across domains, yet mechanisms underlying sophisticated reasoning remain elusive. Recent reasoning models outperform comparable instruction-tuned models on complex cognitive tasks, attributed to extended computation through longer chains of thought. Here we show that enhanced reasoning emerges not from extended computation alone, but from simulating multi-agent-like interactions -- a society of thought -- which enables diversification and debate among internal cognitive perspectives characterized by distinct personality traits and domain expertise. Through quantitative analysis and mechanistic interpretability methods applied to reasoning traces, we find that reasoning models like DeepSeek-R1 and QwQ-32B exhibit much greater perspective diversity than instruction-tuned models, activating broader conflict between heterogeneous personality- and expertise-related features during reasoning. This multi-agent structure manifests in conversational behaviors, including question-answering, perspective shifts, and the reconciliation of conflicting views, and in socio-emotional roles that characterize sharp back-and-forth conversations, together accounting for the accuracy advantage in reasoning tasks. Controlled reinforcement learning experiments reveal that base models increase conversational behaviors when rewarded solely for reasoning accuracy, and fine-tuning models with conversational scaffolding accelerates reasoning improvement over base models. These findings indicate that the social organization of thought enables effective exploration of solution spaces. We suggest that reasoning models establish a computational parallel to collective intelligence in human groups, where diversity enables superior problem-solving when systematically structured, which suggests new opportunities for agent organization to harness the wisdom of crowds.