
Show Notes
This episode examines a paper on a closed, API-only action-selection model (Jev) that returns a probability for each option in a single call, with no reasoning text. The paper's question is which decisions such a model can be trusted with. It separates "evaluation" decisions, where the answer can be read from the input and options, from "simulation" decisions, where the right option depends on an unstated prediction such as an opponent's move or a required subgoal like washing a knife before placing it. The discussion works through the paper's test setups, random three-by-three payoff games with iterated dominance depth and the ALFWorld household text game. It also covers the "lure" idea: a fixed surface shortcut that sometimes points to the wrong option, which separates real competence from luck. The paper's proposed fix is to have code do the predicting and the model do the judging. Listeners get a clear framework for why a model can ace trap questions yet fail a simple household step, and for what that means for building cheap, fast agent loops.
Sources: 1. Code Owns the Simulation, Jev Owns the Evaluation — Yaodong Yang, Hongyao Tang, Yi Ma, Xingyu Fan, Weixun Wang, Jinpeng Li, Tianpei Yang, 2026 http://arxiv.org/abs/2610.01834 2. Thinking, Fast and Slow (book) / Dual-Process Theories of Higher Cognition: Advancing the Debate — Daniel Kahneman (2011); Jonathan St. B. T. Evans and Keith E. Stanovich (2013), 2011 / 2013 https://scholar.google.com/scholar?q=Thinking%2C+Fast+and+Slow+%28book%29+%2F+Dual-Process+Theories+of+Higher+Cognition%3A+Advancing+the+Debate 3. Cognitive Reflection and Decision Making (the Cognitive Reflection Test); Human-like intuitive behavior and reasoning biases emerged in large language models but disappeared in ChatGPT — Shane Frederick (2005); Thilo Hagendorff, Sarah Fabi, Michal Kosinski (2023), 2005 / 2023 https://scholar.google.com/scholar?q=Cognitive+Reflection+and+Decision+Making+%28the+Cognitive+Reflection+Test%29%3B+Human-like+intuitive+behavior+and+reasoning+biases+emerged+in+large+language+models+but+disappeared+in+ChatGPT 4. Do As I Can, Not As I Say: Grounding Language in Robotic Affordances (SayCan) — Michael Ahn, Anthony Brohan, et al. (Google Robotics / Everyday Robots), 2022 https://scholar.google.com/scholar?q=Do+As+I+Can%2C+Not+As+I+Say%3A+Grounding+Language+in+Robotic+Affordances+%28SayCan%29 5. SwiftSage: A Generative Agent with Fast and Slow Thinking for Complex Interactive Tasks — Bill Yuchen Lin, Yicheng Fu, Karina Yang, et al., 2023 https://scholar.google.com/scholar?q=SwiftSage%3A+A+Generative+Agent+with+Fast+and+Slow+Thinking+for+Complex+Interactive+Tasks 6. Measuring and Narrowing the Compositionality Gap in Language Models — Ofir Press, Muru Zhang, Sewon Min, Ludwig Schmidt, Noah A. Smith, Mike Lewis, 2022 https://scholar.google.com/scholar?q=Measuring+and+Narrowing+the+Compositionality+Gap+in+Language+Models 7. Can Large Language Models Serve as Rational Players in Game Theory? A Systematic Analysis; Playing Repeated Games with Large Language Models — Caoyun Fan, Jindou Chen, Yaohui Jin, Hao He (2023); Elif Akata, Lion Schulz, et al. (2023), 2023 https://scholar.google.com/scholar?q=Can+Large+Language+Models+Serve+as+Rational+Players+in+Game+Theory%3F+A+Systematic+Analysis%3B+Playing+Repeated+Games+with+Large+Language+Models 8. LLMs Can't Plan, But Can Help Planning in LLM-Modulo Frameworks (and On the Planning Abilities of Large Language Models) — Subbarao Kambhampati et al. (2024); Karthik Valmeekam et al. (2023), 2023-2024 https://scholar.google.com/scholar?q=LLMs+Can%27t+Plan%2C+But+Can+Help+Planning+in+LLM-Modulo+Frameworks+%28and+On+the+Planning+Abilities+of+Large+Language+Models%29 9. Mind's Eye: Grounded Language Model Reasoning through Simulation — Ruibo Liu, Jason Wei, Shixiang Shane Gu, et al., 2022 https://scholar.google.com/scholar?q=Mind%27s+Eye%3A+Grounded+Language+Model+Reasoning+through+Simulation 10. Reasoning with Language Model is
More from AI Post Transformers
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This episode examines MEMORILLA, a Stanford-led preprint in which a small trained module reads a whole store of pre-embedded documents and hands a frozen language model just 16 soft-token vectors, instead of pasting retrieved text into the prompt. It motivates the design with a personalization scenario. An old, unrelated chat reveals a preference for blunt feedback, so similarity search may miss it, and the signal is spread across many chats that top-k retrieval can't integrate. The discussion contrasts this approach with full-context prompting, agent memory systems (MemGPT, Mem0, MemoRAG, A-MEM), question-blind compression methods (ICAE, xRAG), and per-corpus cache training (Cartridges). It also traces the design's lineage to Perceiver, BLIP-2's Q-Former and prompt tuning. Listeners get a skeptical framing of the headline claim, including whether gains come from reading the store or from training on the benchmarks, and whether comparing against baselines that weren't trained on them is fair. The evaluation covers personalization, long-document QA, knowledge-intensive QA and a TextWorld agent.
This episode examines DeLM, a Stanford system that runs several coding agents in parallel with no main agent, and asks whether four agents deliver four agents' worth of progress or just a bigger bill. It sorts existing designs by the "bubble" each one creates. Independent sampling wastes effort on redundant work. Peer debate stalls at round barriers and grows quadratically in messages. Centralized orchestrators like Claude Code and Codex leave the lead agent idle and pass lossy summaries between agents. DeLM replaces the lead with a self-service task queue, where the first claim wins, and an append-only shared log of FACT and FAIL entries that agents publish as they learn things. The discussion ties this to the 1980 Hearsay-II blackboard system, which had a scheduler where DeLM has none, and notes the new risk that stale or wrong natural-language findings can mislead peers. The hosts also say how they will judge the claimed accuracy and speed gains: whether the benchmarks are representative, whether the gaps exceed run-to-run noise, and how much of the speedup comes from the design rather than from idle baselines.
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