cs.LGSep 3, 2026

It's the Problem, Not the Path: Budget and Difficulty Confounds in LLM Reasoning Trajectories

Authors: Yigit Utku Bulut

Abstract

Reasoning traces of large language models are widely read as containing "breakthrough" moments and early-legible fates. Both readings rest on measurements missing a counterfactual control at the level of the claim; we supply both controls. First, a restart-controlled truncation probe separates when a solution fits the continuation budget from when a prefix carries value that fresh computation cannot buy, comparing per-anchor continuation solve rates against from-scratch restart curves at matched total generated-token budget. Applied to 178 problem-model cells (89 MATH problems x two small open models, an outcome-blind but difficulty-targeted cohort), exactly 1 of 178 cells survives as prefix-limited; restart dose-response separates a compute-starved model from a capability-limited one; and wherever the matched budget lies inside the restart grid, continuing the model's own prefix beats restarting (9 of 9) -- predominantly compute compression rather than expanded reachability. Second, a pre-registered, difficulty-controlled test finds no detectable outcome information in early-window internal signals beyond a problem-difficulty baseline, and two generation-free analyses of public corpora show why this control is needed: a trace-blind difficulty proxy reaches AUROC 0.873 on 192K DeepSeek-R1 generations -- inside the published probe range -- and a closely matched reconstruction of the closest published early-window positive recovers a comparable pooled result (0.849) while within problem it is statistically indistinguishable from chance at all ten anchors (0.496 at t=4); a post-hoc within-targeted probe finds only a small average residual, concentrated in three low-failure problems. High pooled probe AUROCs cannot by themselves establish within-attempt information; a question-only baseline or within-problem evaluation is required.

Explore similar work

CardsList
Apr 21, 2026cs.AI

How Much Thinking is Enough? Quantifying and Understanding Redundancy in LLM Reasoning

Reasoning-capable large language models solve hard problems by emitting long chains of thought, paying heavily in latency, GPU time, and energy. Casual inspection of their traces reveals extensive reformulation, verification, and circular self-reflection, yet how much of this deliberation is actually necessary has never been measured at scale or explained from first principles. This paper closes both gaps. We formalise reasoning redundancy directly in terms of the reasoning model itself: the redundancy of a correct trace is the largest fraction of its trailing segmented steps that can be truncated while ππ, forced to terminate thinking and emit a final answer, still produces the correct answer. A large-scale quantification across four frontier reasoning models and two mathematical benchmarks shows that step-level redundancy is consistently high -- between 61% and 93% across the 8 (model, benchmark) conditions we study, with the median critical prefix equal to a single segmented step in six of the eight conditions -- that the finding is robust to the choice of judge family, and that although ρρ decreases with problem difficulty on MATH-500, all four models remain substantially redundant (ρ∈[46%,85%]ρ\in [46\%, 85\%]) even on the hardest Level-5 problems. We then prove that this redundancy is a structural consequence of length-agnostic outcome rewards, not a model-specific artefact: under any such reward, no finite expected stopping time is optimal. The result holds regardless of RL algorithm, base model, data distribution, or whether the policy is obtained via RL or distillation; over-thinking is therefore not a bug to be patched in individual models but a structural property of how current reasoning models are trained. Code: https://github.com/zhiyuanZhai20/how-much-thinking-is-enough
Zhiyuan Zhai, Xinkai You, Wenjing Yan +1
LLM Reasoning MethodsThinkingRedundancy
AskPDF
Aug 8, 2026cs.CL

Thinking Hard, Not Smart: Reasoning Models Fail to Ration Test-Time Compute Across Questions

Reasoning language models increasingly use test-time compute to improve performance, but existing evaluations typically study this compute one question at a time. Yet when multiple problems share an end-to-end cost or latency constraint, models must decide how to divide limited inference compute among them. We introduce an exam-style evaluation framework for studying this setting, in which a model must distribute one shared token budget across questions with different difficulty and point values to maximize its total score. Across several open and frontier reasoning models, we find that models fail to allocate a shared budget strategically across questions of varying difficulties and values. Models behave largely as greedy sequential solvers: they prioritize questions by presentation order, front-load effort on early questions, and remain insensitive to value, with these tendencies becoming more pronounced as the number of questions grows. Explicit planning prompts spread compute more evenly but do not produce value- or difficulty-aware prioritization. The same behavioral pattern extends from mathematical to code reasoning. These findings establish global budget allocation as a distinct capability that is not captured by conventional per-question evaluation and remains a challenge for current reasoning models.
Chenrui Fan, Yize Cheng, Ming Li +3
Large Reasoning ModelsTest TimeBudgetsThinking
AskPDF
May 23, 2026cs.AI

Understanding and Mitigating Premature Confidence for Better LLM Reasoning

Long chains of thought (CoT) from current language models frequently contain logical gaps and unjustified leaps, limiting the gains from additional test-time compute. Improving reasoning quality directly would require process reward models, but the step-level annotations needed to train them are expensive and scarce. We find such a signal in how the model's confidence evolves during reasoning: premature confidence, the tendency to commit to an answer early and use the remaining tokens to rationalize it, strongly predicts flawed reasoning across tasks and model scales. We exploit this in progressive confidence shaping, a reinforcement learning objective that trains models to update their confidence as they reason rather than commit early -- rewarding gradual confidence growth and penalizing early commitment, with no external labels or reward models. The method improves accuracy and reasoning quality from 1.5B to 8B parameters across arithmetic (Countdown), math (DAPO, AIME), and science (ScienceQA): on Countdown, accuracy improves 3.2x (+42.0pp) and flawed reasoning drops 48pp; on AIME, Pass@64 improves 6.6pp. Consistent with this mechanism, the method also improves faithfulness: on a safety benchmark, our models more transparently surface misleading content in their reasoning traces rather than concealing it. Controlled experiments reveal that the problem and its remedy scale together: premature confidence grows with model size and task difficulty, and so do the gains from addressing it.
Jingchu Gai, Guanning Zeng, Christina Baek +4
LLM Reasoning MethodsOverconfidenceEarly LayersAnnotation Guidelines
AskPDF