cs.LGAug 8, 2026

Opportunity Is Not Realizability: Selection-Valid Diagnostics for Multi-LLM Routing

Authors: Ibne Farabi ShihabAbu Sa-Adat Mohamed Moon-Im Al AhsanMd Najmus Swaqeeb

Organizations: Department of Computer Science, Iowa State University · Department of Computer Science & Engineering, BRAC University

Abstract

Oracle routing measures how much a pool of language models could gain from per-query selection, but the diagnostic has two flaws: testing against a best fixed model selected on the same examples invalidates paired inference, and a full-information oracle sees outcomes no deployable router observes. We separate three estimands (outcome-oracle opportunity, the Bayes-optimal gain from a declared pre-answer signal, and the held-out gain of a learned router) and prove selection-valid confidence intervals that survive choosing the best fixed model or the best member of a router family, a signal-information sandwich, and a (11/e)(1-1/e) greedy guarantee for building compact pools from submodular complementary coverage. On eight checkpoints from six families over four benchmarks, selection-valid intervals certify a population oracle gap of 9.79.7--30.730.7 points on every task, yet the strongest deployable prompt router recovers only 7.57.5--14.4%14.4\% of it, and the simultaneous interval for the best of eleven tested policies has lower limit zero throughout. The realizable share of oracle opportunity is small and certifiable: strong routers beat the best fixed model, and most of the gap remains.

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