Thinking Without Understanding: When AI Learns to Reason Anyway
Opening — Why this matters now For years, debates about large language models (LLMs) have circled the same tired question: Do they really understand what they’re saying? The answer—still no—has been treated as a conversation stopper. But recent “reasoning models” have made that question increasingly irrelevant. A new generation of AI systems can now reason through problems step by step, critique their own intermediate outputs, and iteratively refine solutions. They do this without grounding, common sense, or symbolic understanding—yet they still solve tasks previously reserved for humans. That contradiction is not a bug in our theory of AI. It is a flaw in our theory of reasoning. ...