REVIEW 3 major objections 5 minor 1 cited by
Are LLM Belief Updates Consistent with Bayes' Theorem?
T0 review · 3 major / 5 minor · reviewed 2026-08-15 · deepseek-v4-flash
Pith's one-line read Larger language models update their beliefs about propositions more consistently with Bayes' theorem, with the Bayesian Coherence Coefficient rising roughly log-linearly with model scale.
desk verdict A useful, honest new measurement of LLM Bayesian coherence with a real scaling trend, but the headline metric ignores the systematic under-updating that the paper itself reports, so the 'more Bayesian' framing needs qualification. read the letter →
The pith
A machine-rendered reading of the paper's core claim, the machinery that carries it, and where it could break.
The reading
What carries the argument
The load-bearing object is the Bayesian Coherence Coefficient (BCC), a correlation between expected and observed log-odds updates. For a pair of candidate classes $(c_1,c_2)$, evidence $x$, conversation history $h$, and category $k$, the expected update is the log likelihood ratio $\log [P_\theta(x|c_1,h,k)/P_\theta(x|c_2,h,k)]$, and the observed update is the log posterior ratio minus the log prior ratio, $\log [P_\theta(c_1|x,h,k)/P_\theta(c_2|x,h,k)] - \log [P_\theta(c_1|h,k)/P_\theta(c_2|h,k)]$. All four probabilities are read from the model as cumulative conditional token probabilities of the class or evidence strings, with separate model instances used for priors, likelihoods, and posteriors. Because BCC is a correlation rather than an error metric, it does not reward flat, high-entropy output distributions the way the authors show an error-based alternative does; the metric therefore isolates whether updates move in the right direction and by roughly the right log-odds amount.
What would settle it
Ask a model to place bets or set prices on the candidate classes before and after each piece of evidence, and compute the same coherence coefficient from those decision-based odds updates. If the decision-based measure diverges from the token-probability BCC, or if its scaling trend with model size disappears, the paper's conclusion would be about text-generation probabilities rather than beliefs.
Extended reading notes
Core claim
The paper's central claim is that pre-trained language models become more coherent Bayesian updaters as they get larger: across five model families, the Bayesian Coherence Coefficient (BCC)—the correlation, over 6,460 (class pair, evidence, history, category) tuples, between the expected update $\log [P_\theta(x|c_1,h,k)/P_\theta(x|c_2,h,k)]$ and the observed update $\log [P_\theta(c_1|x,h,k)/P_\theta(c_2|x,h,k)] - \log [P_\theta(c_1|h,k)/P_\theta(c_2|h,k)]$—increases approximately log-linearly with parameter count ($r = 0.906$, $p < 10^{-6}$). Every tested model scores above zero, meaning even small models update in the right direction more often than a random policy, and the fitted gradient of observed versus expected updates is below 1 for all models, so models systematically under-update their credences rather than over-update them. Four of six benchmark correlations (BIG-Bench Hard, GPQA, MMLU-PRO, Math Lvl 5) are significantly positive; IFEval and MUSR are positive but not significant. The authors present this as evidence that scale and capability make in-context belief updates more Bayes-consistent, and they note the result must be reconciled with an earlier study that found no such improvement.
Load-bearing premise
Everything rests on treating the probability a model assigns to the words of a claim as the strength of its belief in that claim; the paper itself states that it is unclear whether these token probabilities reflect an action-relevant belief state.
Editorial extensions
If this is right
- If the trend continues beyond the tested scale, larger pretrained models should be increasingly predictable and steerable by agents that share their world model, because their belief revisions move closer to the Bayesian ideal.
- More coherent Bayesian updating makes it harder to conceal information from a model and harder to evaluate it without the model conditioning on the fact that it is being evaluated, since subtle cues in the evidence become inferable.
- If coherent beliefs are paired with coherent preferences, future systems move closer to expected-utility maximizers, which brings clearer goal specification but also the risk of misaligned optimization, incorrigibility, and power seeking.
- The systematic under-updating gradient (below 1) means all tested models move their credences less than full Bayesian updating demands; the authors connect this to the evidence strings being much less likely than the class strings, so datasets with more probable evidence would likely change the observed gradient.
- Because BCC is a correlation, it is not confounded by the entropy of a model's output distribution, so it can compare coherence across models that differ widely in confidence.
Reading between the lines
- An untested but natural next experiment is to compute BCC from decision-based credences, such as prices or bets the model is prompted to place on each class before and after evidence, and compare this with the token-probability BCC; divergence would mean the paper's metric tracks text probabilities rather than beliefs.
- The dataset and metric could be applied to instruction-tuned and reinforcement-learning-tuned models at fixed parameter counts, which the paper explicitly leaves to future work; it is open whether alignment training raises, lowers, or leaves BCC unchanged.
- The positive correlations with general benchmarks raise the possibility that BCC is capturing general reasoning ability rather than specifically Bayesian updating; synthetic evidence with researcher-specified likelihood ratios would isolate the mechanism.
- If BCC is accepted as a belief-coherence proxy, it could serve as a cheap monitoring signal during training or scaling: a drop in BCC even as benchmarks improve would flag a model whose in-context beliefs are becoming less coherent.
Signed reviews
Editorial analysis
A structured set of objections, weighed in public.
Referee Report
Summary. This paper proposes the Bayesian Coherence Coefficient (BCC), defined as the Pearson correlation between expected log-likelihood-ratio updates and observed log-odds updates over a set of (class pair, evidence, history, category) tuples, and uses it to ask whether larger pretrained language models update propositional credences more consistently with Bayes' theorem. The authors generate a dataset of ten categories with classes, evidence snippets, and conversation histories, compute the relevant cumulative token probabilities with the tested models, and report BCC for models from five families (Falcon, Llama, Qwen, GPT-2, Pythia), a training-step analysis for Pythia, and correlations with six benchmarks. They find that BCC increases with log parameter count (r = 0.906, p < 10^-6) and with four of six benchmarks, and they report that all tested models under-update, with a regression gradient of observed on expected updates less than 1. The paper concludes that larger and more capable LLMs update their credences more consistently with Bayes' rule.
Significance. The question is timely and the paper is transparent: code and data are public, the evaluation spans multiple model families, and the authors explicitly acknowledge the token-probability proxy as unvalidated. The self-consistency design, in which expected and observed updates are computed from the same autoregressive model, is appropriate and is not circular. However, the central metric is insensitive to exactly the systematic deviation from Bayes' theorem that the paper itself documents: because BCC is a correlation, a model that outputs Δ_observed = 0.1 Δ_expected plus small noise receives BCC near 1, indistinguishable from a perfectly Bayesian model. The scaling claim therefore conflates linear association with Bayesian consistency. The paper is a useful empirical starting point, but the headline conclusion needs to be re-derived with a metric that penalizes deviations from the identity line, or explicitly reframed as a claim about linear association rather than closeness to Bayes.
major comments (3)
- [Section 2, Eqs. (3)–(5); Table 1] The BCC is a Pearson correlation, which is invariant to separate positive affine transformations. Bayes' theorem requires Δ_observed = Δ_expected for every tuple, i.e., slope 1 and intercept 0 in the regression of Δ_observed on Δ_expected. The paper's own Table 1 reports that every model has an update gradient less than 1, so the systematic under-updating is invisible to BCC. Indeed, a model with Δ_observed = 0.1 Δ_expected + ε and arbitrarily small noise has BCC → 1, indistinguishable from a perfectly Bayesian model. Thus the main scaling result (r = 0.906, p < 10^-6) supports the statement that larger models' updates are more linearly predictable from the likelihood ratios, not that they are closer to the Bayes-optimal update. This is load-bearing for the abstract and Section 5 claims. I recommend reporting a metric that directly measures closeness to the identity line, such as a normalized mean squared error after matching variances, or the regression slope and intercept with their uncertainties, and presenting scaling results for those quantities.
- [Section 6; Eqs. (4)–(5)] The paper explicitly states in Section 6 that 'we use cumulative token probabilities as a proxy for credence in the proposition they compose' and that 'It is unclear whether this is an accurate proxy for action-relevant belief states.' Because every BCC value and every update gradient is computed from these text-generation probabilities, the empirical findings may characterize coherence of next-token probabilities rather than agent beliefs. This is not a circularity, since the test is a self-consistency test, but it is an unvalidated and load-bearing assumption. The paper should validate the proxy on a subset of items, for example by comparing with probabilities elicited through classification or betting tasks, or it should state clearly that the conclusions concern token-probability coherence only.
- [Section 4; Fig. 3; Fig. 5] The reported p-values for the scaling correlations are not reliable. The BCC for each model is computed over 6,460 tuples that are strongly non-independent because multiple class pairs, evidence items, and histories share the same category and the same model draws; p-values that treat each tuple as an independent observation are therefore far too small. Conversely, the correlation with log parameter count has only one point per model (roughly 10–16 models total), and p < 10^-6 is extremely sensitive to the exact number of models and to family membership; a mixed-effects or permutation analysis should be used. The six benchmark correlations are also not corrected for multiple comparisons. The manuscript should report confidence intervals, the exact number of models, and block-bootstrap or permutation tests that account for the dependence structure.
minor comments (5)
- [Section 2, Eq. (2)] The phrase 'where c1,c 2∈ C are pairs of classes' should read 'where c1 and c2 are distinct classes in C.'
- [Figure 2 caption] The statement that 'p values were too small to be properly rendered' should be replaced by an explicit bound, such as p < 10^-16, so that readers know the magnitude.
- [Section 3] The dataset is generated by GPT-4o through the ChatGPT interface, and the paper does not discuss whether the generation model's idiosyncrasies affect the resulting BCC values or provide a sensitivity analysis to the generation procedure.
- [Appendix C.1 and C.3] The desiderata require at least five classes per category, while the JSON schema sets minItems to 2; this inconsistency should be resolved.
- [Section 5, Table 1] The claim that larger models show an update gradient closer to 1 is reported descriptively in Table 1 but is not accompanied by a significance test or confidence interval; these quantities should be reported along with the BCC results.
Circularity Check
No significant circularity: BCC is computed directly from model probabilities and the scaling claims are empirical, not fitted or definitionally forced.
full rationale
The paper's derivation chain defines the Bayesian Coherence Coefficient directly from model-assigned cumulative token probabilities (equations 3-5) and then correlates this coefficient with model size, training steps, and benchmark scores. No parameter is fitted to the target scaling result, and the expected and observed updates are distinct quantities constructed from the same autoregressive model, which is the point of a self-consistency test rather than a circular construction. The central assumption that cumulative token probabilities proxy for credence is explicitly acknowledged as a limitation in Section 6 ('we use cumulative token probabilities as a proxy for credence in the proposition they compose'), so it is an unvalidated premise, not a hidden reuse of the conclusion. The report that all tested models have update gradient below 1 and the use of Pearson correlation are metric-validity concerns, not circularity: they do not make the BCC equal to its inputs by definition, nor do they force the observed log-linear scaling with parameters. There are no load-bearing self-citations, no imported uniqueness theorems, and no renaming of a known result as a new derivation. Accordingly, the paper is not circular; at most it is vulnerable to criticisms about the validity of the credence proxy and the sensitivity of the chosen metric, which the authors themselves flag.
Assumptions & free parameters
assumptions (3)
- domain assumption Cumulative token probabilities of class and evidence token sequences are a valid proxy for the model's credence in the corresponding proposition.
- standard math Bayes' theorem, expressed as log odds updates for class pairs, is the correct normative standard for coherence.
- domain assumption The data generation desiderata (e.g., evidence favoring different classes) produce a dataset that exercises the relevant probability space.
Cite this review
Pith. "Pith review of Are LLM Belief Updates Consistent with Bayes' Theorem?." pith.science (2026). https://pith.science/paper/74AS3QFG
@misc{pith2026250717951,
author = {Pith},
title = {Pith review of: Are LLM Belief Updates Consistent with Bayes' Theorem?},
year = {2026},
howpublished = {\url{https://pith.science/paper/74AS3QFG}},
note = {Machine review of arXiv:2507.17951}
}
read the original abstract
Do larger and more capable language models learn to update their "beliefs" about propositions more consistently with Bayes' theorem when presented with evidence in-context? To test this, we formulate a Bayesian Coherence Coefficient (BCC) metric and generate a dataset with which to measure the BCC. We measure BCC for multiple pre-trained-only language models across five model families, comparing against the number of model parameters, the amount of training data, and model scores on common benchmarks. Our results provide evidence for our hypothesis that larger and more capable pre-trained language models assign credences that are more coherent with Bayes' theorem. These results have important implications for our understanding and governance of LLMs.
Figures
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Reviewed August 15, 2026 · model on record in the stance chip above.
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