Language Statistics and False Belief Reasoning: Evidence from 41 Open-Weight LMs

Humans effortlessly go beyond literal meanings: If you mow the lawn, I will give you fifty dollars, is typically understood as implying that the speaker will pay only if the lawn is mowed, whereas If you are hungry, there is pizza in the oven implies that pizza is available regardless of the hearers hunger. Large Language Models - LLMs - show human-like performance on many tasks, yet it remains unclear whether they reason like humans. To address this, we conducted a population-matching experiment assessing how twentyfive LLMs compute conditional inferences across four languages, compared to an equal number of humans per language. We find that humans enrich logical reasoning through pragmatic inferences across languages. Model behavior is more variable. Some LLMs perfectly follow the truth-table of conditionals but they ignore pragmatic inferences, while others deviate from the truth-table, adhering to a single interpretation across the board, thus reflecting accurate rule-based processing but not human-like reasoning. Overall, LLMs are accurate semantic operators, but fail to capture the pragmatic enrichments characteristic of human reasoning. Crucially, LLM accuracy is neither predicted nor boosted by open vs. closed status, training orientation, or architecture type, suggesting that pragmatic reasoning is still an emerging ability in the cognitive toolkit of artificial systems.

Recent work suggests that Large Language Models (LLMs) are sensitive to the belief states of agents described by text, as measured by the false belief task (FBT), yet persistent concerns of construct validity remain. We adopt a developmental perspective, tracing the pattern of mental state reasoning behavior -- and likely preconditions for this behavior -- across multiple training stages in the Olmo2 and Pythia language model suites. We find that above-chance FBT performance depends both on model size and sufficient training volume, emerges relatively late in pretraining, and is most improved by post-training interventions (SFT, DPO) in the condition most diagnostic of mentalizing (False Belief, Implicit). However, FBT performance is fragile: consistent with past work, the use of non-factive verbs (e.g., thinks) increases false belief attributions even in the True Belief condition. To contextualize these findings, we track the emergence of situation modeling: the ability to report on basic factual properties of a described scene. Situation modeling accuracy generally precedes and exceeds FBT accuracy, yet situational representations also prove surprisingly incoherent in certain respects: when asked about the knowledge states of the Antagonist agent -- who always knows the item's true location -- Olmo2 13b is consistently influenced both by the Target agent's knowledge state and the presence of non-factive verbs. Together, these results suggest that larger, sufficiently trained models build partially coherent situation models in a developmentally appropriate sequence, yet display surprising fragility -- highlighting the value of developmental and stress-testing approaches for evaluating LLM capabilities.

There is significant uncertainty about whether abstractions like beliefs or desires usefully describe the behavior of large language models (LLMs). In addition to the inherent scientific interest of this question, these latent quantities are often invoked to explain the behavior of LLMs to users or to define and evaluate harmful behaviors which are relative to intent. Nevertheless, we currently lack a means to systematically test whether concepts like "belief" are well-applied to LLMs, and hence whether they are likely to be fruitful ingredients of attempts to align models with human interests. We propose an approach for empirically studying such questions, asking whether a single latent variable inferred from the LLMs' outputs -- interpreted as a degree of belief -- allows an observer to make interpretable predictions of how the LLMs' will respond to new prompts. We find that highly capable models are usefully described as holding beliefs and that, generally, the predictability of model outputs based on an inferred latent belief tracks overall trends in model capability. Building on these findings, we provide empirical strategies to study how beliefs in LLMs can be measured, the extent to which LLMs comply with instructed decision rules or payoffs, and how beliefs evolve within individual instances of an LLM over the course of reasoning.