Pulling the Thread: Why LLM Reasoning Often Unravels
Opening — Why this matters now Large Language Model (LLM) agents have crossed an uncomfortable threshold. They are no longer just autocomplete engines or polite chat companions; they are being entrusted with financial decisions, scientific hypothesis generation, and multi-step autonomous actions. With that elevation comes a familiar demand: explain yourself. Chain-of-Thought (CoT) reasoning was supposed to be the answer. Let the model “think out loud,” and transparency follows—or so the story goes. The paper behind Project Ariadne argues, with unsettling rigor, that this story is largely fiction. Much of what we see as reasoning is closer to stagecraft: convincing, articulate, and causally irrelevant. ...