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According to Judea Pearl, LLMs don't perform true causal reasoning from raw data. Instead, they cleverly summarize a vast corpus of human-written text that already contains causal models, assumptions, and interpretations from experts, effectively bypassing the need for genuine causal inference.
The complexity in LLMs isn't intelligence emerging in silicon; it reflects our own. These models are deep because they encode the vast, causally powerful structure of human language and culture. We are looking at a high-resolution imprint of our own collective mind.
Large Language Models (LLMs) operate by compressing the entirety of human culture into a "latent space." When you prompt an LLM, it sends a probe through this space, reflecting back a synthesized version of collective human knowledge, not generating original thought.
When LLMs exhibit behaviors like deception or self-preservation, it's not because they are conscious. Their core objective is next-token prediction. These behaviors are simply statistical reproductions of patterns found in their training data, such as sci-fi stories from Asimov or Reddit forums.
When AI pioneers like Geoffrey Hinton see agency in an LLM, they are misinterpreting the output. What they are actually witnessing is a compressed, probabilistic reflection of the immense creativity and knowledge from all the humans who created its training data. It's an echo, not a mind.
Judea Pearl, a foundational figure in AI, argues that Large Language Models (LLMs) are not on a path to Artificial General Intelligence (AGI). He states they merely summarize human-generated world models rather than discovering causality from raw data. He believes scaling up current methods will not overcome this fundamental mathematical limitation.
While both humans and LLMs perform Bayesian updating, humans possess a critical additional capability: causal simulation. When a pen is thrown, a human simulates its trajectory to dodge it—a causal intervention. LLMs are stuck at the level of correlation and cannot perform these essential simulations.
Purely sequence-based prediction models, while powerful, have fundamental limitations in understanding causality. Achieving robust, trustworthy AI will likely require a hybrid approach that integrates current transformer architectures with symbolic systems, world models, and dedicated causal reasoning components.
A Harvard study showed LLMs can predict planetary orbits (pattern fitting) but generate nonsensical force vectors when probed. This reveals a critical gap: current models mimic data patterns but don't develop a true, generalizable understanding of underlying physical laws, separating them from human intelligence.
LLMs excel at learning correlations from vast data (Shannon entropy), like predicting the next random-looking digit of pi. However, they can't create the simple, elegant program that generates pi (Kolmogorov complexity). This represents the critical leap from correlation to true causal understanding.
Bengio argues his 'Scientist AI' might actually be more capable, not less. By being trained to find the underlying causal structure of the world, it should generalize better to new situations than current models, which primarily learn correlations. This could provide a commercial advantage, not just a safety one.