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ICML 2026

Position: Stop Anthropomorphizing Intermediate Tokens as Reasoning/Thinking Traces!

Reasoning models write long traces before answering, and people read them as thinking. This position paper collects evidence that trace validity and answer correctness come apart.

Breakdown by FDE Interviews · 11 min read · Updated

About the original · 2025
AUTHORS
Kambhampati, Valmeekam, Bhambri, Palod et al.
FROM
Arizona State University
PUBLISHED
Apr 2025 · ICML 2026
CITED BY
48Semantic Scholar · Nov 2026
IN THIS BREAKDOWN · 10 SECTIONS

You can read 19% of this breakdown.

01

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.

THE IDEA, VISUALLY
WHAT TRAINING CHECKS (SECTION 2.2) problem intermediate tokens answer verifier reward raises the whole sequence the trace itself: never checked WHAT THE CITED STUDIES FOUND (SECTION 4) valid trace and correct answer only loosely related, weaker out of distribution traces swapped between mazes still trained accurate models incorrect QA traces, correct answers beat training on correct traces trace length long on empty grids, sometimes filling the context traces shown to users raised acceptance of wrong answers OUR A* RUNS: NODES CLOSED OFF THE PATH maze, ties deeper 32.9 empty, ties deeper 0 maze, ties shallower 34.3 empty, ties shallower 57.8 mean over 20 grids of 21 x 21; trace events: 164, 63, 167, 179 even a solver's trace length depends on tie-breaking AUDIT ANSWER AND TRACE SEPARATELY own path is a legal route 40 / 40 own trace replays as valid A* 40 / 40 trace swapped from another maze 0 / 40 A correct path with a swapped trace passes the path check and fails the trace check. Trust the first. arXiv 2504.09762, Arizona State University
Reasoning models emit intermediate tokens before an answer, and training usually rewards only the answer. The paper collects studies in which correct answers followed invalid traces, models trained on traces swapped between problems still solved them, and trace length did not track difficulty. Its recommendation is to check the answer, not to read the trace as an explanation. Our A* runs show what a real solver's trace looks like: on an empty grid, with ties broken toward deeper nodes, it closes only nodes on the path, and a trace swapped in from another problem fails replay.
Research notes: the problem, approach and results
0 / 40

A* traces swapped in from another maze that replay as valid search on the target maze, against 40 / 40 own traces (our check)

0 vs 57.8

nodes A* closes off the final path on an empty 21 x 21 grid, ties broken toward deep vs shallow nodes (our run)

19 pts

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)

THE PROBLEM

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.

THE IDEA

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 RESULT

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.

02

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.

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  • ◇1 architecture diagram
  • </>1 runnable code experiment
  • ▦2 results tables
  • ?5 interview questions with answers
  1. 03Key takeaways

    The scope of the claim, the four harms, the evidence by setting, and two common misreadings

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  2. 04How it works

    How reasoning models are built, where traces come from, and how the cited studies test them

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  3. 05The numbers that matter

    Few numbers of its own, what the cited studies found, and R1's stage table as a check

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  4. 06Try it yourself

    Run A* on mazes and empty grids, then audit traces and answers with separate validators

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  5. 07Where it breaks

    Mostly the authors' own studies, formal domains, strong wording, and one disputed example

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  6. 08Using it on a deployment

    What to log instead of traces, how to show reasoning to users, and where to put verification

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  7. 09Interview angles

    Five questions this paper prepares you for, with answer hints

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