Search arXivSearch

arXiv · 2506.21215

Unveiling Causal Reasoning in Large Language Models: Reality or Mirage?

Abstract

Causal reasoning capability is critical in advancing large language models (LLMs) toward strong artificial intelligence. While versatile LLMs appear to have demonstrated capabilities in understanding contextual causality and providing responses that obey the laws of causality, it remains unclear whether they perform genuine causal reasoning akin to humans. However, current evidence indicates the contrary. Specifically, LLMs are only capable of performing shallow (level-1) causal reasoning, primarily attributed to the causal knowledge embedded in their parameters, but they lack the capacity for genuine human-like (level-2) causal reasoning. To support this hypothesis, methodologically, we delve into the autoregression mechanism of transformer-based LLMs, revealing that it is not inherently causal. Empirically, we introduce a new causal Q&A benchmark called CausalProbe-2024, whose corpora are fresh and nearly unseen for the studied LLMs. The LLMs exhibit a significant performance drop on CausalProbe-2024 compared to earlier benchmarks, indicating the fact that they primarily engage in level-1 causal reasoning. To bridge the gap towards level-2 causal reasoning, we draw inspiration from the fact that human reasoning is usually facilitated by general knowledge and intended goals. We propose G^2-Reasoner, a method that incorporates general knowledge and goal-oriented prompts into LLMs' causal reasoning processes. Experiments demonstrate that G^2-Reasoner significantly enhances LLMs' causal reasoning capability, particularly in fresh and counterfactual contexts. This work sheds light on a new path for LLMs to advance towards genuine causal reasoning, going beyond level-1 and making strides towards level-2.

Explore related subjects

Keep this discovery

Explore connections, maps & timelines

BibTeXRIS

Haoang Chi, He Li, Wenjing Yang, Feng Liu, Long Lan, Xiaoguang Ren, Tongliang Liu, Bo Han. 2025-06-26. Unveiling Causal Reasoning in Large Language Models: Reality or Mirage?. https://arxiv.org/abs/2506.21215

Cite the original work for its findings. Save a collection to share your selection of sources.

KEEP EXPLORING

Related papers

InterPol: De-anonymizing LM Arena via Interpolated Preference Learning

Strict anonymity of model responses is a key for the reliability of voting-based leaderboards, such as LM Arena. While prior studies have attempted to compromise this assumption using simple statistical features like TF-IDF or bag-ofwords, these methods often lack the discriminative power to distinguish between stylistically similar or within-family models. To overcome these limitations and expose the severity of vulnerability, we introduce INTERPOL, a model-driven identification framework that learns to distinguish target models from others using interpolated preference data. Specifically, INTERPOL captures deep stylistic patterns that superficial statistical features miss by synthesizing hard negative samples through model interpolation and employing an adaptive curriculum learning strategy. Extensive experiments demonstrate that INTERPOL significantly outperforms existing baselines in identification accuracy. Furthermore, we quantify the real-world threat of our findings through ranking manipulation simulations on Arena battle data.

cs.AI

Preregistered Belief Revision Contracts

Deliberative multi-agent systems allow agents to exchange messages and revise beliefs over time. While this interaction is meant to improve performance, it can also create dangerous conformity effects: agreement, confidence, prestige, or majority size may be treated as if they were evidence, producing high-confidence convergence to false conclusions. To address this, we introduce PBRC (Preregistered Belief Revision Contracts), a protocol-level mechanism that strictly separates open communication from admissible epistemic change. A PBRC contract publicly fixes first-order evidence triggers, admissible revision operators, a priority rule, and a fallback policy. A non-fallback step is accepted only when it cites a preregistered trigger and provides a nonempty witness set of externally validated evidence tokens. This ensures that every substantive belief change is both enforceable by a router and auditable after the fact. In this paper, (a) we prove that under evidential contracts with conservative fallback, social-only rounds cannot increase confidence and cannot generate purely conformity-driven wrong-but-sure cascades. (b) We show that auditable trigger protocols admit evidential PBRC normal forms that preserve belief trajectories and canonicalized audit traces. (c) We demonstrate that sound enforcement yields epistemic accountability: any change of top hypothesis is attributable to a concrete validated witness set. For token-invariant contracts, (d) we prove that enforced trajectories depend only on token-exposure traces; under flooding dissemination, these traces are characterized exactly by truncated reachability, giving tight diameter bounds for universal evidence closure. Finally, we introduce a companion contractual dynamic doxastic logic to specify trace invariants, and provide simulations illustrating cascade suppression, auditability, and robustness-liveness trade-offs.

cs.AI

Anon: Extrapolating Adaptivity Beyond SGD and Adam

Adaptive optimizers such as Adam and non-adaptive methods like SGD exhibit distinct generalization capabilities across different architectures. Prior tunable optimizers attempt to bridge this gap by strictly interpolating between SGD and Adam, effectively confining adaptivity within the 0-to-1 bound. However, this restricted interpolation is fundamentally insufficient: we reveal that optimal adaptivity often requires extrapolation, such as negative adaptivity for classical CNNs and adaptivity of at least one ($γ\geq 1$) for Transformers. Extrapolating adaptivity theoretically violates the strict non-decreasing pre-conditioner assumption, often leading to divergence in existing methods. To break this barrier, we propose Anon, an optimizer that achieves fully continuous adaptivity extrapolation across the entire real-number spectrum. To guarantee provable stability in these out-of-bound regimes, we introduce Incremental Delay Update (IDU), a novel mechanism that bypasses hard max-tracking strategies. We theoretically establish Anon's convergence in both convex and non-convex settings. Empirically, by exploring previously unreachable adaptivity landscapes, Anon demonstrates highly competitive and scalable performance among state-of-the-art element-wise optimizers on representative image classification, diffusion, and large language modeling tasks.

cs.AI