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arxiv: 2606.01148 · v1 · pith:TELMW3TKnew · submitted 2026-05-31 · 💻 cs.CL

Not All Explanations Simulate Equally: Comparing Verbalized Feature Attributions and Self-Generated Rationales

Pith reviewed 2026-06-28 17:06 UTC · model grok-4.3

classification 💻 cs.CL
keywords explanationssimulatabilityfeature attributionsrationalescounterfactual simulationquestion answeringLLM judgenatural language explanations
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The pith

Explanation format and granularity affect how well models can be simulated on counterfactual questions.

A machine-rendered reading of the paper's core claim, the machinery that carries it, and where it could break.

The paper compares verbalized feature attributions against self-generated rationales as explanations for question-answering models. Both are tested in the same setting where an LLM judge receives the explanation and then tries to predict how the original model would answer new follow-up questions. Results indicate that the two families of explanations improve the judge's accuracy to different degrees, and that the size of the improvement also depends on the model being explained and on how coarsely or finely the features are described. A reader would care because the finding shows that natural-language explanations are not interchangeable for the purpose of understanding or anticipating model behavior.

Core claim

Across multiple instruction-tuned models, verbalized feature attributions and self-generated rationales differ in the amount they improve an LLM judge's ability to predict the target model's answers to counterfactual follow-up questions, with the difference depending on verbalization strategy and feature granularity.

What carries the argument

Counterfactual simulation measured by whether an LLM judge can better predict the target model's answers to follow-up questions when given the explanation.

If this is right

  • Attribution-based explanations and self-generated rationales are not interchangeable for simulation tasks.
  • Feature granularity changes how much an explanation helps counterfactual prediction.
  • The relative usefulness of each explanation type varies across different instruction-tuned models.
  • Evaluation of explanations should test their effect on simulation rather than treating all natural-language forms as equivalent.

Where Pith is reading between the lines

These are editorial extensions of the paper, not claims the author makes directly.

  • Developers may need separate evaluation protocols for attribution-style versus rationale-style explanations.
  • The differences could be tested directly with human simulators instead of relying on an LLM judge.
  • Hybrid explanations that combine both formats might produce more consistent simulation gains.

Load-bearing premise

An LLM judge gives a valid and reliable measure of whether an explanation lets a reader accurately simulate the target model's answers.

What would settle it

Human participants given the same explanations and follow-up questions achieve prediction accuracy that does not match the LLM judge's accuracy.

Figures

Figures reproduced from arXiv: 2606.01148 by Benjamin Roth, Pingjun Hong.

Figure 1
Figure 1. Figure 1: Overview of the proposed pipeline. Given an input [PITH_FULL_IMAGE:figures/full_fig_p002_1.png] view at source ↗
Figure 2
Figure 2. Figure 2: Sample-level shifts in counterfactual simu [PITH_FULL_IMAGE:figures/full_fig_p005_2.png] view at source ↗
Figure 3
Figure 3. Figure 3: shows how the measured simulatability changes as we include more MExGen-selected fea￾tures. We report average ∆EM and ∆F1 across target models as the number of MExGen-selected features increases from top-1 to top-3. The full per-model results are shown in Appendix J. Overall, template_sentence explanations re￾main the strongest attribution-based verbalization across all values of k. Increasing from top-1 t… view at source ↗
Figure 5
Figure 5. Figure 5: Teacher-student simulatability evaluation. [PITH_FULL_IMAGE:figures/full_fig_p007_5.png] view at source ↗
Figure 4
Figure 4. Figure 4: ∆EM and ∆F1 for within- and cross-model CoT transfer. Rows indicate the source model whose CoT rationale is provided to the judge; columns indicate the target QA model. Diagonal entries (red border) correspond to the standard within-model setting. the teacher–student results in Section 6.3, where CoT remains the only explanation type to consis￾tently yield positive training gains, which is harder to attrib… view at source ↗
Figure 6
Figure 6. Figure 6: Spearman rank correlation (ρ) between judge￾based and teacher–student evaluation paradigms, com￾puted per explanation type over models and metrics. As shown in [PITH_FULL_IMAGE:figures/full_fig_p007_6.png] view at source ↗
Figure 7
Figure 7. Figure 7: Sample-level shifts in counterfactual simulation accuracy on all explanation types. Each subplot [PITH_FULL_IMAGE:figures/full_fig_p016_7.png] view at source ↗
Figure 8
Figure 8. Figure 8: compares the top-1 MExGen features with randomly selected features for Llama-3. The ran￾dom baseline controls for whether the improvement comes from providing any input feature, or from the feature identified as important by MExGen. 5 0 5 10 15 20 E M 16.94 8.89 -0.33 4.46 4.02 -1.80 Exact Match Template Sentence Template Hybrid Template Token Explanation condition 5 0 5 10 15 20 F 1 17.47 9.18 -0.41 4.29 … view at source ↗
read the original abstract

Natural-language explanations are often treated as a unified interface for understanding model behavior, but different explanation sources may support simulation in different ways. This paper compares two families of explanations for question answering models: verbalized feature attributions and self-generated rationales. We evaluate them under a shared counterfactual simulation setting, using an LLM judge as predictor and measuring whether it can better predict a model's answers to follow-up questions when given its explanation. Across multiple instruction-tuned models, we analyze how explanation source, verbalization strategy, and feature granularity affect the simulatability of explanations. Our results show that explanation format and granularity affect simulatability: attribution-based explanations and self-generated rationales differ in how much they improve counterfactual prediction, with effects that vary across models and formats.

Editorial analysis

A structured set of objections, weighed in public.

Desk editor's note, referee report, simulated authors' rebuttal, and a circularity audit. Tearing a paper down is the easy half of reading it; the pith above is the substance, this is the friction.

Referee Report

1 major / 0 minor

Summary. The paper compares two families of natural-language explanations for question-answering models—verbalized feature attributions and self-generated rationales—under a shared counterfactual simulation protocol. Using an LLM judge as the predictor, it measures whether providing an explanation improves the judge’s accuracy at forecasting the target model’s answers to follow-up questions, and reports that explanation source, verbalization strategy, and feature granularity produce measurable differences in simulatability that vary across instruction-tuned models.

Significance. If the reported differences are shown to be robust to the choice of judge, the work would usefully demonstrate that explanation formats are not interchangeable for simulation-based interpretability tasks and would supply concrete guidance on granularity and source selection. The absence of any validation of the LLM-judge metric against human performance or direct model access, however, leaves the practical significance of the format/granularity effects uncertain.

major comments (1)
  1. [Abstract] Abstract (and the evaluation protocol described therein): the central claim that attribution-based explanations and self-generated rationales differ in simulatability rests on accuracy differences produced by an LLM judge. No calibration against human judges, no inter-judge agreement statistics, and no direct-model-access baseline are mentioned, so it is impossible to determine whether the observed format effects track genuine simulation improvement or judge-specific artifacts.

Simulated Author's Rebuttal

1 responses · 0 unresolved

We thank the referee for their constructive feedback on the evaluation protocol. We address the concern regarding validation of the LLM judge below.

read point-by-point responses
  1. Referee: [Abstract] Abstract (and the evaluation protocol described therein): the central claim that attribution-based explanations and self-generated rationales differ in simulatability rests on accuracy differences produced by an LLM judge. No calibration against human judges, no inter-judge agreement statistics, and no direct-model-access baseline are mentioned, so it is impossible to determine whether the observed format effects track genuine simulation improvement or judge-specific artifacts.

    Authors: We acknowledge that the manuscript does not include calibration of the LLM judge against human performance, inter-judge agreement statistics, or an explicit direct-model-access baseline, which limits claims about the metric's fidelity to human simulation. This is a genuine gap. We will revise the abstract to clarify that the LLM judge serves as a scalable proxy for simulation-based evaluation and add a dedicated limitations subsection discussing the risk of judge-specific artifacts. We will also report results using a second, distinct LLM judge to provide an initial robustness check on whether format and granularity effects persist. The no-explanation condition already functions as a baseline measuring the judge's unaided predictive accuracy. A direct-model-access baseline is not applicable to the simulation protocol, whose purpose is to assess how well explanations enable prediction without querying the target model; however, we will note in the revision that future work could correlate judge predictions against actual target-model outputs on held-out counterfactuals. The fact that explanation effects vary systematically across different target models (while using the same judge) provides some evidence that the differences are not solely judge artifacts, but we agree this does not substitute for human validation. revision: partial

Circularity Check

0 steps flagged

No significant circularity in empirical comparison study

full rationale

This is an empirical comparison of explanation formats (attribution-based vs. self-generated rationales) evaluated via counterfactual simulation with an LLM judge. No equations, fitted parameters, or self-citations are described that reduce any result to its inputs by construction. The central claims rest on experimental outcomes across models rather than definitional or self-referential reductions, so the derivation chain is self-contained.

Axiom & Free-Parameter Ledger

0 free parameters · 0 axioms · 0 invented entities

Abstract-only review; no free parameters, axioms, or invented entities are described.

pith-pipeline@v0.9.1-grok · 5653 in / 937 out tokens · 24078 ms · 2026-06-28T17:06:22.627077+00:00 · methodology

discussion (0)

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Reference graph

Works this paper leans on

15 extracted references · 4 canonical work pages · 2 internal anchors

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