Can a listener recover what a speaker means from the form of an utterance alone? We answer this question information-theoretically, and for a listener given by any featurizer of text, including the hidden states of contemporary large language models. Modeling language use as a joint distribution over meanings, contexts, and utterances, we derive upper bounds on the probability that a decoder recovers a speaker's intended meaning from a representation of the utterance. The bounds are governed by the uncertainty that form leaves about meaning, which splits into an irreducible part and a part that only (extralinguistic) context, but never the utterance alone, can resolve. Because these quantities are intrinsic to language, no representation, however much text or supervision produced it, can surpass them; the bounds hold whether the space of meanings is discrete or continuous. Experiments on artificial languages, Mandarin zero-pronoun resolution, and color reference provide empirical evidence in support of the theory.
Zahavy [2026] argues that Large Language Models, despite their capabilities in induction and deduction, cannot perform the abductive "Jump" that produced Einstein's equivalence principle, and attributes this limitation to the absence of embodied simulation. Zheng-Xin [2026] and Farmer [2026] question whether embodiment is necessary for abduction, pointing to alternative routes to General Relativity and forms of abduction that require no sensorimotor grounding. Max Planck resolved the blackbody radiation problem in 1900. Planck's move to E = hν required no embodied simulation. It was motivated by a mathematical consequence of classical theory, an infinite predicted energy for a finite measured quantity, that could not be physically accepted. We show that neither induction nor deduction could have produced the postulate and argue that its adoption required a coupling between epistemic error and physical cost. We formalize this distinction through thermodynamic coupling and show that fixed-weight transformer inference lacks such coupling, regardless of model scale. This is consistent with empirical results showing that output entropy remains nearly unchanged across tasks with sharply increasing causal difficulty, even as accuracy falls from 100% to 17%. We therefore argue that the missing ingredient in machine abduction may lie deeper than embodiment: a system must have some physical mechanism through which epistemic error becomes costly enough to force revision.
Large language models (LLMs) have become the default tool for a remarkable range of tasks, yet they have had conspicuously little success at one of the most common machine learning workloads: predictive analytics over tabular data. This gap is the founding premise of the fast-growing field of tabular foundation models, but the question of why generic LLMs fail has remained open. We study a frontier LLM in its purest inference regime - a single generation pass over a prompt containing the full training and test data, with no tools, no agentic scaffolding, and no fine-tuning - and systematically evaluate five hypotheses for the failure: (a) an inability to handle noisy or non-linearly-separable data; (b) the linearised CSV format obscuring column structure; (c) the tokenisation of numeric values; (d) the number of test points classified per query; and (e) the dimensionality of the input. Controlled experiments falsify (a)-(d). Dimensionality, in contrast, is decisive: sweeping random linear projections of thirty-one benchmark datasets, the LLM is the only method among nine whose accuracy decreases as dimensionality grows, while every classical baseline stays flat or improves. A behavioural comparison against 252 configured classical models finds that in two dimensions the LLM predicts like a local, distance-based method (up to 91.6% grid agreement), but in higher dimensions no classical model - even when augmented with tuned, dimension-dependent noise - reproduces its predictions. We do not claim to have identified the internal mechanism; our results show, more modestly, that the LLM's capability dissolves with dimension in a way no noise-corrupted classical learner mimics - which explains why LLMs, so capable elsewhere, keep losing to fifty-year-old baselines on tables, while leaving the mechanism of the prediction as an open question.
We discuss the nature of chatbots as conversation partners in problem-solving. What can chatbots do and what can't they do? We develop hypotheses on how this can this be explained. Our argument draws on insights from Aggregation Dynamics, Cognitive Linguistics, Neuropsychology and Psychology. We establish that chatbots are multifaceted and composite systems. Our argument focuses on basic chatbots in the hope of thereby making statements about the core functionality of more advanced chatbots. Basic chatbots are assumed to consist of a Large Language Model (LLM) with a simple interface. The main results of our research are: a description of human imagination, understanding and thinking based on so-called metaphorical problem propagations; the hypothesis that the texts in the text dataset used for training LLMs have specific characteristics and that these texts only partially imitate human thinking and understanding; the hypothesis that the LLM training process encodes artificial metaphorical problem propagations into an LLM from these text datasets. Our conclusions are that a basic chatbot cannot be a thinking partner capable of matching the cognitive flexibility of humans, and that further development of the Large Language Model will not lead to this either. But chatbots exist, they are being used on a massive scale, by both individuals and organisations. It is therefore socially and politically important to understand them. Our article aims to contribute to the discussion on the functioning, benefits and drawbacks of chatbots. Cognitive Linguistics shows how the use of metaphor is an expression of our thinking. Aggregation Dynamics, is an attempt at a comprehensive systems theory. We believe that the concept of metaphorical problem propagation could provide an interesting addition for both. Chatbots a solution? For what?