Learned but Not Expressed: Capability-Expression Dissociation in Large Language Models

Large Language Models (LLMs) are frequently portrayed as general-purpose solvers capable of solving arbitrary tasks. We argue that this view overlooks a fundamental constraint: language is a compressed and capacity-limited interface for conveying task information. Modelling User--System interaction as a bilevel cheap-talk game, we analyse how latent tasks are encoded into prompts and reinterpreted under alignment and safety constraints. We introduce a conceptual decomposition separating task inference from execution and derive PAC-Bayes bounds that distinguish finite-sample estimation error from irreducible structural limitations. Our first main result establishes an expressivity floor: language acts as a capacity-limited communication channel, and whenever the informational complexity of a task family exceeds the capacity of that channel, distinct tasks become unavoidably indistinguishable to the Solver, inducing a strictly positive error floor that cannot be eliminated by additional data, optimisation, or model scaling alone. We then establish an objective-misalignment floor: when alignment constraints restrict the admissible output set, the User-ideal distribution may lie outside the feasible class, inducing an irreducible distortion. Together, these results yield a formal negative conclusion: prompt-conditioned LLMs are not universal problem solvers through prompting alone, as there exist task families for which correct behaviour is provably unattainable even in the infinite-data regime. More broadly, our analysis shows the limits of prompt-based generalisation arise from information-constrained communication and alignment-constrained objectives. This suggests that interfaces beyond natural language, including multimodal observations and, external memory, may reduce the inherent LLM limitations by increasing the task-relevant information available to the System.

As scaling laws push the training of frontier large language models (LLMs) toward ever-growing data requirements, training pipelines are approaching a regime where much of the publicly available online text may be consumed. At the same time, widespread LLM usage increases the volume of machine-generated content on the web; together, these trends raise the likelihood of generated text re-entering future training corpora, increasing the associated risk of performance degradation often called model collapse. In practice, model developers address this concern through data cleaning, watermarking, synthetic-data policies, or, in some cases, blissful ignorance. However, the problem of model collapse in generative models has not been examined from a learning-theoretic perspective: we study it through the theoretical lens of the language generation in the limit framework, introducing a replay adversary that augments the example stream with the generator's own past outputs. Our main contribution is a fine-grained learning-theoretic characterization of when replay fundamentally limits generation: while replay is benign for the strongest notion of uniform generation, it provably creates separations for the weaker notions of non-uniform generation and generation in the limit. Interestingly, our positive results mirror heuristics widely used in practice, such as data cleaning, watermarking, and output filtering, while our separations show when these ideas can fail.

Reliable tool use requires more than triggering a mechanism or matching a query to an API description. Before selecting a specific tool, an agent must first infer the capability requirements implied by the user query. In this paper, we investigate whether these query-side capability requirements are linearly decodable from LLM hidden representations prior to generation, and how this hidden-state accessibility compares with explicit verbal classification. We introduce TACIT, a framework that decomposes external requirements along three fundamental axes: Source, Transformation, and World Effect, defining eight structurally distinct capability classes. Using 1,600 balanced training queries from benchmarks, synthetic examples, and new domain scenarios, we train linear probes on pre-generation hidden states from four open-weight LLM families. Our empirical results demonstrate that fine-grained capability structures are linearly decodable with high accuracy across all models. Crucially, however, we expose a representation-to-verbalization gap: these same models are significantly less reliable when asked to explicitly classify the same queries in natural language. This disconnect indicates that information about required external capabilities is linearly accessible in LLM hidden representations but not reliably expressed, a phenomenon we define as "structured but silent."