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The paper in one minute
Models such as DeepSeek-R1 are trained to write a long sequence of tokens before their final answer. Training usually checks only the answer: if it is right, the whole sequence is made more likely, whatever the tokens in between said. These tokens are commonly called a chain of thought, a reasoning trace or thinking.
This position paper argues the names are wishful, have little evidence behind them, create false confidence and send research in unproductive directions. It separates three things: the unfiltered intermediate tokens (the subject), summaries written afterward for users (not the subject), and tool calls (which have meaning outside the model and are excluded).
The evidence is mostly from the authors' group. Transformers trained on A* search traces for mazes produced traces whose validity was only loosely related to whether the final path was correct, especially on unfamiliar mazes. Models trained on traces swapped between unrelated problems solved problems as well or better, and accuracy dipped only when correct and swapped traces were mixed. Reinforcement learning raised accuracy without raising trace validity. In question answering, fine-tuning on incorrect traces paired with correct answers beat fine-tuning on correct traces. A model trained on hard mazes wrote extremely long traces for empty grids. In a user study, showing traces or summaries made people more likely to accept wrong answers.
The recommendation: get trust from verifying the answer, stop treating trace length as effort, and think of intermediate tokens as prompt augmentations the model learned to give itself.
Research notes: the problem, approach and results
A* traces swapped in from another maze that replay as valid search on the target maze, against 40 / 40 own traces (our check)
nodes A* closes off the final path on an empty 21 x 21 grid, ties broken toward deep vs shallow nodes (our run)
AIME 2024 drop after DeepSeek-R1's readable cold-start fine-tune, relative to R1-Zero (77.9 to 59.0, stage table on our R1 page)
Reasoning models write long intermediate token sequences before answering, and vendors, researchers and users call them thinking or reasoning traces. That framing invites people to trust answers whose traces read well and to treat trace length as effort.
Argue that the framing is unsupported and harmful, collect the evidence: traces from models trained on solver outputs often fail validity checks, swapped or noisy traces still train accurate models, length does not track difficulty, and shown traces raise user trust whether or not answers are right.
The authors call on the field to stop reading end-user meaning into intermediate tokens, to get trust from verifying solutions, and to treat the tokens as learned prompt augmentations that help the model, which need not be readable at all.
Why it matters to an FDE
Customers ask to show the model's reasoning to their users, to store it as an audit record, or to use it to decide which answers to trust. This paper is the argument against each, with sources.
A trace is not an audit record. If the training signal only rewarded the final answer, nothing forced the intermediate tokens to describe how the answer was produced. Log the inputs, retrieved documents, tool calls and outputs, which do have meaning outside the model, and do not present the trace to a regulator as the decision rationale.
Showing traces can raise trust in wrong answers. The cited user study found traces and summaries increased acceptance of answers regardless of correctness. In workflows where users cannot check the answer, a fluent trace is a risk.
Verification has to be outside the model. Schema checks, calculations, retrieval citations, unit tests, solvers or a human reviewer. The paper's own framing comes from its authors' generate-and-test work: the model proposes, something with guarantees checks.
Hidden tokens are billed. Several providers charge for intermediate tokens they do not show, so length is a cost line, not a quality signal.
Understand the mechanism. Try it on a real problem.
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- ◇1 architecture diagram
- </>1 runnable code experiment
- ▦2 results tables
- ?5 interview questions with answers
- 03Key takeaways
The scope of the claim, the four harms, the evidence by setting, and two common misreadings
Free account - 04How it works
How reasoning models are built, where traces come from, and how the cited studies test them
Premium - 05The numbers that matter
Few numbers of its own, what the cited studies found, and R1's stage table as a check
Premium - 06Try it yourself
Run A* on mazes and empty grids, then audit traces and answers with separate validators
Premium - 07Where it breaks
Mostly the authors' own studies, formal domains, strong wording, and one disputed example
Premium - 08Using it on a deployment
What to log instead of traces, how to show reasoning to users, and where to put verification
Premium - 09Interview angles
Five questions this paper prepares you for, with answer hints
Premium - 10Read next
Where to go from here on this site
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