Developmental Trajectories of Situation Modeling and Mentalizing in Transformer Language Models

Theory of Mind (ToM), the ability to infer others' knowledge, intentions, and emotions, is commonly evaluated in large language models (LLMs) using end-point question answering, where performance is judged solely by the final answer to a social reasoning query. This paradigm obscures whether the model actually constructs the underlying mental-state representations required for robust reasoning, particularly in scenarios involving divergent, evolving, or mistaken beliefs. In order to address this research gap, we introduce OmniToM, a benchmark that directly evaluates these representations by requiring explicit modeling of belief structures for all relevant actors within a narrative. These structures are composed of belief propositions: minimal statements of what an actor takes to be true about the world or another actor's mental state, allowing knowledge, intentions, emotions, and false beliefs to be analyzed in a common format. Models are evaluated in two stages: Stage 1: Belief Extraction, which extracts from the story the beliefs relevant to its social dynamics, and Stage 2: Belief Labeling, which assigns each belief a seven-dimensional schema label covering recursive order, truth status, knowledge access, explicitness, content type, mental source, and context. Built from 895 stories from the existing ToMBench story corpus and augmented with 22,343 labeled belief propositions, OmniToM uses a human-calibrated LLM-assisted annotation pipeline. Across diverse models in zero-shot evaluation, OmniToM reveals an actor-specific belief-tracking bottleneck: current LLMs struggle with the knowledge-access and representational decisions required to transform narrative facts into actors' beliefs and shared mental states.

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.

Large language models (LLMs) have recently shown strong performance on Theory of Mind (ToM) tests, prompting debate about the nature and validity of the underlying capabilities. At the same time, reasoning-oriented LLMs trained via reinforcement learning with verifiable rewards have demonstrated notable improvements across a range of benchmarks. In this work, we examine the behavior of such reasoning models in ToM tasks using novel adaptations of machine psychological experiments together with results from established benchmarks. We observe that reasoning models consistently exhibit increased robustness to prompt variations and task perturbations. Our analysis suggests these gains come at least partly from models being more robust at reaching the correct answer under prompt and task variation. We read this as evidence for a robustness-based account rather than for a new ToM-specific ability.