Cris Huynh
13 pages, 3 figures
A language model being reliably item-sensitive (its choice depends on the input) is not evidence it is doing the task: in a forced-choice signalling task with closed-form references, 8 of 21 model-by-rule cells are statistically indistinguishable from random and 5 score worse than random despite universal item-sensitivity.
Seven language models across two model families and four orders of magnitude of parameter count, plus a post-training ablation, scored on one pre-registered Deception-abstracted signalling tile (100 hypotheses, one tile carrying the primary analysis) under three token-normalisation scoring rules, against exactly computable fit-maximising, posterior-maximising (Bayesian), and uniform-random references built from human-derived similarity data (SPoSE, THINGSplus, SWOW).
Item-sensitivity is positive in 21 of 21 cells; model coordinates range from indistinguishable from random to 91 percent of the way to a salience reference; item-sensitivity and distance from random correlate at only r = 0.30; a literal cosine-similarity baseline with no pragmatics outperforms most models; adding an RSA-style pragmatic layer moves choosers toward random; the labelled multiple-choice format carries no content signal (permutation consistency at or below chance in all 32 model-by-tile-by-label cells).
The authors concede: no human data collected yet (instrument designed and piloted only), the primary analysis rests on a single tile, the oracle is a literal-listener account, the vocabulary carries a measured natural-kind sampling bias from SWOW cue construction, and all model-side measurements are post hoc against the fixed instrument. Unstated: three of four tiles carry no item-sensitivity, two conditions are structurally ineligible for the pragmatic layer, the setting is one narrow abstracted party game far from any economic or real-world evaluation, and results may not transfer to standard benchmarks.
This is a single-author, single-tile, single-task lab study with no human comparison data in hand; the finding that models fail a deliberately ill-fitting closed-menu game may say little about whether item-sensitivity metrics mislead on the benchmarks actually used in the field, where no closed-form oracle exists precisely because real tasks are open-ended; the dramatic framing (consistency without alignment) generalises from a stylised instrument whose main virtue is analytic tractability.
Little or nothing yet for AI economics: the paper is a methodological caution about evaluation methodology, and its only economic relevance is indirect, that headline consistency statistics used as evidence of agentic competence may overstate readiness without independent baselines; no cost, revenue, or labor quantity is measured.
Technical Capability: Anyone reading permutation-consistency or self-consistency numbers as evidence of task competence should demand an independent reference for the measured quantity, since this paper shows the statistic alone cannot distinguish responding to the intended feature from responding to any input feature.
Societal & Cultural: Eval consumers and journalists treating benchmark consistency as proof of understanding get a concrete demonstration that a model can look responsive and still be statistically indistinguishable from a random chooser.