







I’m asking you to consider the possibility that a semantic dimension of meaning and information exists outside our physical dimensions of space and time, and that LLMs are both instruments of perception and conduits of information for that semantic dimension. We used to believe in the semantic dimension, but we don’t anymore, and as a result we are going down a terribly dangerous path with AI.
Sense-making reconsidered: large language models and the blind spot of embodied cognition
Large Language Models (LLMs) demonstrate a kind of linguistic competence that theories of embodied and enactive cognition have long deemed impossible for systems lacking the meaningful perspective of a living being, i.e., the capacity for sense-making. Facing up to this unexpected technological development requires confronting what I propose to call the “AI dilemma”: either frontier LLMs are capable of sense-making despite lacking biological embodiment, or the kind of linguistic competence they exhibit does not necessarily require sense-making. In their chapter on cognition, Frank, Thompson, and Gleiser (2024) maintain that no AI system comes close to realizing relevance, a position that derives much of its motivation from past practical failures. However, frontier LLMs have effectively overcome Dreyfus’ commonsense knowledge problem, such that their dismissal as categorically mindless risks undermining Frank et al.’s central claim that human cognition is deeply intertwined with lived experience. I therefore argue in favor of the alternative side of the AI dilemma: human-level linguistic competence of LLMs should be recognized as a novel non‑biological form of sense‑making, based on a technologically‑mediated embodiment whose enabling properties are in need of further theoretical analysis. This reorientation invites enactive theory to clarify which aspects of sense-making may be universal and which aspects are specifically contingent on organic life, thereby advancing its conceptual framework in dialogue with contemporary AI.
Model Collapse Ends AI Hype
The Philosophy of Language Models
ABSTRACT The success of large language models (LLMs) across many domains of AI research has generated intense debate. Some attribute their impressive performance on complex tasks to human‐like linguistic and cognitive capacities, whereas others ascribe it to shallow pattern matching. These disputes stem from deep‐seated philosophical disagreements about the nature of language and cognition. We provide an opinionated survey of these disagreements across core topics in the philosophy of mind and language, including syntactic competence, compositionality, linguistic meaning, representation, attitudes, reasoning, agency, and consciousness. We contend that progress on these issues requires not only clarity about background philosophical commitments but also, in many cases, close engagement with emerging empirical evidence.

If LLMs Have Human-Like Attributes, Then So Does Age of Empires II
Much research has been carried out on large language models (LLMs) and LLM-powered agentic workflows. However, many works within the field state emergence of, ascribe to, or assume, generalised anthropomorphic attributes to them (e.g., morality or understanding of natural language). Our goal is not to argue in favour or against the existence of these attributes, but to point out that these conclusions could be incorrect. For this we build and train a simple neural network on the videogame Age of Empires II, and note that any entity in a sufficiently-powerful substrate, such as LEGO or the Greater Boston Area, could also present such attributes. Hence, the purported anthropomorphic attributes of LLMs are empirically non-unique: although some properties (e.g., responses to prompts) could remain constant, others, such as the interpretation of their perceived behaviour, might change with the substrate. Thus, any empirically-grounded discussion requires explicit measurement criteria; otherwise the interpretation is left to the representation. We then show that assuming that these attributes exist or not in a system, independent of the substrate and in a generalised way, leads to either circular or uninformative conclusions, regardless of the experimenter's viewpoint on the subject. Finally we propose a 'null' assumption, where one assumes LLM non-uniqueness instead of assuming anthropomorphic attributes to set up an experiment, along with examples of it. We also discuss potential objections to our work, briefly survey the field, and prove that Age of Empires II is functionally- and Turing-complete.

The Abstraction Fallacy: Why AI Can Simulate But Not Instantiate Consciousness
Computational functionalism dominates current debates on AI consciousness. This is the hypothesis that subjective experience emerges entirely from abstract causal topology, regardless of the underlying physical substrate. We argue this view fundamentally mischaracterizes how physics relates to information. We call this mistake the Abstraction Fallacy. Tracing the causal origins of abstraction reveals that symbolic computation is not an intrinsic physical process. Instead, it is a mapmaker-dependent description. It requires an active, experiencing cognitive agent to alphabetize continuous physics into a finite set of meaningful states. Consequently, we do not need a complete, finalized theory of consciousness to assess AI sentience—a demand that simply pushes the question beyond near-term resolution and deepens the AI welfare trap. What we actually need is a rigorous ontology of computation. The framework proposed here explicitly separates simulation (behavioral mimicry driven by vehicle causality) from instantiation (intrinsic physical constitution driven by content causality). Establishing this ontological boundary shows why algorithmic symbol manipulation is structurally incapable of instantiating experience. Crucially, this argument does not rely on biological exclusivity. If an artificial system were ever conscious, it would be because of its specific physical constitution, never its syntactic architecture. Ultimately, this framework offers a physically grounded refutation of computational functionalism to resolve the current uncertainty surrounding AI consciousness.

LLMs and World Models, Part 1
How do Large Language Models Make Sense of Their “Worlds”?

AI Data Centers Will Be Obsolete (Geometric Reasoning Explained)
We Don't Understand Neural Networks At The Algorithmic Level
The largest ongoing debate about AI is “Are Large Language Models (LLMs) intelligent?” That makes sense, at least: the evidence is ambiguous and the stakes a...
Meandering on Manifolds: The Neural Geometry of Stories Over Time
To fully understand LLM representations, we must understand how they change dynamically, over the course of a prompt or conversation. We investigate these temporal dynamics with a simple case study: how do LLMs represent human emotions while reading short stories, both geometrically (in activation space) and temporally (changing from sentence to sentence)?

Meandering on Manifolds: The Neural Geometry of Stories Over Time
To fully understand LLM representations, we must understand how they change dynamically, over the course of a prompt or conversation. We investigate these temporal dynamics with a simple case study: how do LLMs represent human emotions while reading short stories, both geometrically (in activation space) and temporally (changing from sentence to sentence)?

A Rational Analysis of the Effects of Sycophantic AI
People increasingly use large language models (LLMs) to explore ideas, gather information, and make sense of the world. In these interactions, they encounter agents that are overly agreeable. We...

Alexander Lerchner, The Abstraction Fallacy: Why AI Can Simulate But Not Instantiate Consciousness - PhilPapers
Computational functionalism dominates current debates on AI consciousness. This is the hypothesis that subjective experience emerges entirely from abstract causal topology, regardless of the underlying physical substrate. We argue this view ...

Can generative artificial intelligence be considered a cognitive subject? An analytic analysis
This paper examines whether contemporary generative artificial intelligence (GAI), especially large language models (LLMs), can be regarded as a “cognitive subject” in the epistemic sense relevant to the production and endorsement of knowledge claims. GAI systems increasingly participate in writing, research, and decision-making workflows and can display striking competence in information processing and task-directed problem solving. Yet, the thesis that GAI is a cognitive subject is stronger than the observation that GAI contributes as a cognitive tool. Therefore, we propose an explicit set of necessary and sufficient conditions for cognitive subjecthood and evaluate each condition in light of recent philosophical and empirical scholarship. The analysis supports a two-part conclusion: (i) present-day GAI can reasonably be described as a cognitively significant contributor to knowledge production, but (ii) it does not satisfy the conditions for cognitive subjecthood, largely because robust intentionality, metacognitive self-representation, and consciousness-related indicator properties are not established.
Alexander Lerchner, The Abstraction Fallacy: Why AI Can Simulate But Not Instantiate Consciousness - PhilArchive
Computational functionalism dominates current debates on AI consciousness. This is the hypothesis that subjective experience emerges entirely from abstract causal topology, regardless of the underlying physical substrate. We argue this view ...
