[willvarfar]

I was just at the KDD conference and the general consensus agreed with this paper. There was only one keynoter who just made the assumption that LLMs are associated with reasoning, which was jarring as the previous keynoter had just explained at length why we need a neuro-symbolic approach instead.

The thing is, I think the current companies making LLMs are _not_ trying to be correct or right. They are just trying to hide it better. In the business future for AI the coding stuff that we focus on on HN - how AI can help/impact us - is just a sideline.

The huge-money business future of LLMs is to end consumers not creators and it is product and opinion placement and their path to that is to friendship. They want their assistant to be your friend, then your best friend, then your only friend, then your lover. If the last 15 years of social media has been about discord and polarisation to get engagement, the next 15 will be about friendship and love even though that leads to isolation.

None of this needs the model to grow strong reasoning skills. That's not where the real money is. And CoT - whilst super great - is just as effective if it's hiding better that its giving you the wrong answer (by being more internally consistent) than if its giving you a better answer?

[bsaul]

"as the previous keynoter had just explained at length why we need a neuro-symbolic approach instead"

Do you have a link to the video for that talk ?

[willvarfar]

I don't think they were recorded. In fact, I don't think any of KDD gets recorded.

I think it was Dan Roth who talked about the challenges of reasoning from just adding more layers and it was Chris Manning who just quickly mentioned at the beginning of his talk that LLMs were well known for reasoning.

https://kdd2025.kdd.org/keynote-speakers/

[mdp2021]

> None of this needs the model to grow strong reasoning skills. That's not where the real money is

"And the world is more and more complex, and the administrations are less and less prepared"

(~~ Henry Kissinger)

[ffsm8]

> None of this needs the model to grow strong reasoning skills. That's not where the real money is.

I never thought about it like that, but it sounds plausible.

However, I feel like getting to this stage is even harder to get right compared to reasoning?

Aside from the <0.1% of severely mentally unwell people which already imagine themselves to be in relationships with AIs, I don't think a lot of normal people will form lingering attachments to them without solving the issue of permanence and memory

They're currently essentially stateless, while that's surely enough for short term attachment, I'm not seeing this becoming a bigger issue because if that glaring shortfall.

It'd be like being in a relationship with a person with dementia, thats not a happy state of being.

Honestly, I think this trend is severely overstated until LLMs can sufficiently emulate memories and shared experiences. And that's still fundamentally impossible, just like "real" reasoning with understanding.

So I disagree after thinking about it more - emulated reasoning will likely have a bigger revenue stream via B2E applications compared to emotional attachment in B2C...

[willvarfar]

(the top post on HN right now is announcing Claude lets you buy a 1M token context. Extrapolate a few years.

Generally, there is a push towards 'context engineering' and there is a lot of bleeding edge research in snapshotting large contexts in ways to get the next back-forth turn in the conversation to be fast etc. So optimisations are already being made.)

[refulgentis]

Not sure what all this is about, I somewhat regret taking a breaking from coding with LLMs to have it explained to me its all a mirage and a secret and sloppy plan for getting me an automagic egirl or something. ;)

[intended]

The point being made doesn’t impact people who can find utility from LLM output.

It’s only when you need to apply it to domains outside of code, or a domain where it needs to actually reason, that it becomes an issue.

[anoncareer0212]

What does actually reason mean? It's doing this complex anesthesiologist x crna x resident surgery scheduling thingy for ~60 surgeries a day for this one client. Looked a lot like LSAT logic games stuff scaled up to me, took me almost 20-30m to hand check. Is that reasoning?

[XenophileJKO]

Right? Oh this fairly novel solution the the problem I was having that works and is well tested. Oh throw it away.. sorry the model can't think of stuff..

Back to square one!!

[unbrice]

Can you please share a few sessions ? I want to get a better sense of what people have achieved with generic LLMs that is novel. (Emphasis on "generic", I think I can more readily imagine how specialized models for protein folding can lead to innovation)

[calf]

As to general consensus, Hinton gave a recent talk, and he seemed adamant that neural networks (which LLMs are) really are doing reasoning. He gives his reasons for it. Is Hinton considered an outlier or?

[nyrikki]

A) Hinton is quite vocal about desiring to be an outsider/outlier as he says it is what lets him innovate.

B) He is also famous for his Doomerism, which often depends on machines doing "reasoning".

So...it's complicated, and we all suffer from confirmation bias.

[calf]

This is sloppy, I was asking about scientific consensus from the perspective of the prior commenter as a conference-goer. I am not asking for opinions bordering on ad hominems of Hinton or any other scientist, please refrain from that style of misinformation.

[willvarfar]

I think Hinton uses terms like reasoning and creativity and consciousness in a way that are different from my own embeddings.

I recently had fun asking Gemini to compare how Wittgenstein and Chomsky would view calling a large transformer that was trained entirely on a synthetic 'language' (in my case symbols that encode user behaviour in an app) a 'language' or not. And then, for the killer blow, whether an LLM that is trained on Perl is a language model.

My point being that whilst Hinton is a great and all, I don't think I can quite pin down his definitions of the precise words like reasoning etc. Its possible for people to have opposite meanings for the same words (Wittgenstein famously had two contradictory approaches in his lifetime). In the case of Hinton, I can't quite pin down how loosely or precisely he is using the terms.

A forward-only transformer like GPT can only do symbolic arithmetic to the depth of its layers, for example. And I don't think the solution is to add more layers.

Of course humans are entirely neuro and we somehow manage to 'reason'. So YMMV.

[Insanity]

Link to the talk?

[calf]

It was a Royal Institution public lecture, "Will AI outsmart human intelligence? - with 'Godfather of AI' Geoffrey Hinton", https://www.youtube.com/watch?v=IkdziSLYzHw

Ultimately I somehwat disagreed with some of Hintons points in this talk, and after some thought I came up with specific reasons/doubts, and yet at the same time, his intuitive explanations helped shift my views somewhat as well.