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This research reveals that Chain of Thought reasoning in LLMs often functions as a post-hoc justification for answers determined prior to generation, rather than a faithful reflection of the decision process. By demonstrating causal links between specific activation directions and answer flipping, the study highlights critical failure modes like confabulation when models reason from false pre-existing beliefs. These findings are essential for advancing AI interpretability and ensuring that verbalized reasoning accurately represents underlying model logic.
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Post-Hoc Reasoning in Chain of Thought: Decoding and Steering Pre-Committed Answers

arXiv3 min read

arXiv:2603.01437v2 Announce Type: replace Abstract: As chain of thought (CoT) has become central to scaling reasoning capabilities in large language models (LLMs), it has also emerged as a promising tool for interpretability, suggesting the opportunity to understand model decisions through verbalized reasoning. However, the utility of CoT toward interpretability depends upon its faithfulness---whether the model's stated reasoning reflects the underlying decision process. We provide mechanistic evidence that instruction-tuned models often determine their answer before generating CoT. Training linear probes on residual stream activations at the last token before CoT, we can predict the model's final answer with >0.9 AUC on most tasks. We find that these directions are not only predictive, but also causal: steering activations along the probe direction often flips model answers, with flip rates substantially exceeding norm-matched orthogonal baselines across most model-dataset pairs. When steering induces incorrect answers, we observe two distinct failure modes: confabulation (fabricating false premises) and non-entailment (stating correct premises but drawing unsupported conclusions). While post-hoc reasoning may be instrumentally useful when the model has a correct pre-CoT belief, these failure modes suggest it can result in undesirable behaviors when reasoning from a false belief.

Abstract:As chain of thought (CoT) has become central to scaling reasoning capabilities in large language models (LLMs), it has also emerged as a promising tool for interpretability, suggesting the opportunity to understand model decisions through verbalized reasoning. However, the utility of CoT toward interpretability depends upon its faithfulness---whether the model's stated reasoning reflects the underlying decision process. We provide mechanistic evidence that instruction-tuned models often determine their answer before generating CoT. Training linear probes on residual stream activations at the last token before CoT, we can predict the model's final answer with >0.9 AUC on most tasks. We find that these directions are not only predictive, but also causal: steering activations along the probe direction often flips model answers, with flip rates substantially exceeding norm-matched orthogonal baselines across most model-dataset pairs. When steering induces incorrect answers, we observe two distinct failure modes: confabulation (fabricating false premises) and non-entailment (stating correct premises but drawing unsupported conclusions). While post-hoc reasoning may be instrumentally useful when the model has a correct pre-CoT belief, these failure modes suggest it can result in undesirable behaviors when reasoning from a false belief.

Artificial Intelligence (cs.AI)

arXiv:2603.01437 [cs.AI]

(or arXiv:2603.01437v2 [cs.AI] for this version)

https://doi.org/10.48550/arXiv.2603.01437 Focus to learn more arXiv-issued DOI via DataCite

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Full text under the publisher's open licence · 278 words

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