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This paper proposes a formal mathematical framework to unify disparate metrics of semantic drift in large language models by treating them as observables within a time-indexed substrate. By leveraging concepts like Ricci curvature and diffusion kernels, the theory aims to distinguish between local churn and structural basin crossings in embedding spaces. While empirical validation is deferred, the work offers a rigorous theoretical foundation for analyzing the geometric evolution of model representations.
Semantic Substrate Dynamics Theory: An Operator-Theoretic Framework for Geometric Semantic Drift
arXiv:2602.18699v2 Announce Type: replace-cross Abstract: Studies of semantic drift report heterogeneous signals, including embedding displacement, neighbor change, distributional divergence, and recursive trajectory instability, without a shared account that relates them. Semantic Substrate Dynamics Theory (SSDT) treats these signals as observables of one time-indexed substrate, St = (X, dt, Pt), that couples embedding geometry to a local diffusion kernel. The contribution is commensurability with a mechanism layer: the substrate separates within-basin churn from basin crossing, recursion-induced instability, and intervention-order effects, distinctions that a single detection score does not recover. Coarse Ricci curvature functions as a dense structural descriptor of basin and bridge geometry across the graph, and bridge mass, a node-level aggregate of incident negative curvature, functions as a sparse descriptor of the genuine bridge structure that is typically uncommon in embedding graphs. For recursive generation, node displacement relative to an origin decomposes into a radial component and a tangential component, which separates bounded departure from continuing reinterpretation. The predictions are stated in falsifiable form with a pre-declared rejection rule, and the predicted leading indicator of future rewiring is a local density statistic rather than the curvature aggregate. This manuscript provides the formal model, the assumptions, the observable roles, and the test contracts; empirical performance is deferred.
Abstract:Studies of semantic drift report heterogeneous signals, including embedding displacement, neighbor change, distributional divergence, and recursive trajectory instability, without a shared account that relates them. Semantic Substrate Dynamics Theory (SSDT) treats these signals as observables of one time-indexed substrate, St = (X, dt, Pt), that couples embedding geometry to a local diffusion kernel. The contribution is commensurability with a mechanism layer: the substrate separates within-basin churn from basin crossing, recursion-induced instability, and intervention-order effects, distinctions that a single detection score does not recover. Coarse Ricci curvature functions as a dense structural descriptor of basin and bridge geometry across the graph, and bridge mass, a node-level aggregate of incident negative curvature, functions as a sparse descriptor of the genuine bridge structure that is typically uncommon in embedding graphs. For recursive generation, node displacement relative to an origin decomposes into a radial component and a tangential component, which separates bounded departure from continuing reinterpretation. The predictions are stated in falsifiable form with a pre-declared rejection rule, and the predicted leading indicator of future rewiring is a local density statistic rather than the curvature aggregate. This manuscript provides the formal model, the assumptions, the observable roles, and the test contracts; empirical performance is deferred.
Computation and Language (cs.CL); Artificial Intelligence (cs.AI)
arXiv:2602.18699 [cs.CL]
(or arXiv:2602.18699v2 [cs.CL] for this version)
https://doi.org/10.48550/arXiv.2602.18699 Focus to learn more arXiv-issued DOI via DataCite
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