Learning to Think from Multiple Thinkers

We develop a learning-theoretic framework for understanding Chain of Thought (CoT). We model CoT as the interaction between an answer map and a chain rule that generates intermediate questions autoregressively, and define the reasoning risk of a hypothesis under this interaction. Our first result is a tight canonical decomposition of this risk into two terms with opposing roles: an oracle-trajectory risk (OTR), which captures the benefit of CoT and reduces to a target-domain risk in a domain adaptation problem, and a trajectory-mismatch risk (TMR), which captures the cost of CoT through error accumulation along mismatched reasoning trajectories. We then show that this cost is unavoidable without structure: if any one of the loss, the hypothesis answer map, or the chain rule lacks stability, the TMR can be arbitrarily large even when the OTR is zero and the hypothesis is uniformly close to the ground truth. Conversely, under stability, we prove a tight upper bound on the TMR governed by an exact amplification factor that identifies bounded, linear, and exponential error-growth regimes. Together, these results give a precise theory of when CoT helps, when it hurts, and what controls the transition between the two.

Chain-of-thought (CoT) reasoning has emerged as an effective approach for activating latent reasoning capabilities in large language models. However, most existing CoT methods use reasoning chains mainly as inference-time prompts, while the generated reasoning traces are rarely reused as semi-supervised learning signals. In this report, we define \textbf{Semi-supervised Chain-of-Thought Learning} and propose \textbf{Semi-CoT}, a simple framework that uses unlabeled questions to construct pseudo reasoning supervision. Semi-CoT samples multiple pseudo-CoTs for each unlabeled question, estimates answer-level semantic entropy, and selects low-entropy reasoning chains as reliable pseudo-CoT demonstrations. This extends the self-training view of CoT from inference-time refinement to semi-supervised pseudo-supervision. Pilot experiments on AQuA, SVAMP, GSM8K, and MultiArith show that the entropy gate selects high-precision pseudo-CoTs, with pseudo-answer precision ranging from $91.36\%$ to $100\%$. Semi-CoT also gives small gains on SVAMP and GSM8K, while AQuA shows negative transfer and MultiArith reaches a ceiling. These results suggest that unlabeled questions can provide reliable pseudo reasoning signals, but their effective use still requires stronger demonstration selection or student training.

Chain-of-Thought (CoT) prompting substantially improves the sample efficiency of transformers, reducing the complexity of tasks like parity learning from exponential to polynomial in the input length. However, generating explicit reasoning steps at inference is computationally expensive. Implicit Chain-of-Thought (ICoT) has emerged as a promising empirical remedy that trains models to internalize intermediate steps within their hidden states, but its theoretical foundations remain poorly understood. We give the first theoretical analysis of ICoT, proving that an $L$-layer transformer trained under our proposed Log-ICoT curriculum learns $k$-parity with $\mathsf{poly}(n)$ samples and $L = \log_2 k$ training stages. This matches the sample efficiency of explicit CoT while eliminating its inference overhead, and extends prior one-layer parity guarantees to multi-layer architectures. Compared to standard ICoT, which removes thinking tokens one at a time, Log-ICoT removes them in geometric chunks, reducing the number of stages from linear in $k$ to logarithmic. Experiments on multi-layer transformers confirm the theory and visualize how reasoning is progressively absorbed into deeper layers.