Samuel Newman on why LLMs aren't world models and lack causality

Sam Newman argues the tech world misunderstands LLMs because they have no concept of causality, so "if I do A, B happens" reasoning is absent.

He contends LLMs are not world models, unlike older world-model approaches that could in principle track cause and effect.

He adds that people overestimate LLM capabilities because they seem smart, and that guardrails are unlikely to be the right long-term fix.