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Stop Thinking of LLMs as Next-Token Predictors

https://gmcgoldr.github.io/2026/09/04/llm-next-token-predictors.html
17•garrinm•2h ago

Comments

jvanderbot•37m ago
A better statement might be:

    Current agentic systems may be *built* from next-token predictors which are conceptually simple, but because of agentic frameworks, recursive invocation, tool use, and *heavy* investment in reinforcement learning in these contexts and for specific applications, they can no longer be thought of as "Merely" next token predictors.
Modern agentic work is probably more of a "emergent system from simple rules and complex interactions" paradigm than a genuinely new technology.
Dlemlo•32m ago
It's the fitness function: Make a model which is capable of predicting the next token. The next token of what? EVERYTHING.

So what does this lead to? To a generic intelligence which is capable of responding/answering everything.

If overfitted, the model just remembers every possibility in the world but this is not possible anyway so it will start to identify patterns and rules and will use them instead.

Basically 'compressing' every possibility to every question someone could ask -> compression leads to intelligence.

polotics•30m ago
yep "next-embedding" predictor is more correct, and not just at the end but through the layers, and folding back dimensions into that one next token is one small final step, and next-embedding could be named "next-meaning" as well, and we're getting there...

this sentence above would made a longer article if I bothered to so blog as is being blogged here

stanleykm•29m ago
> Calling the second system a “next-move predictor” would be strange. It is not trying to predict what move appeared next in a dataset. It is trying to choose a move that wins.

i dont understand the distinction here. does working backwards from a set of win states instead of working forwards from the current state somehow change whether it’s a prediction or not?

Veedrac•27m ago
The distinction is that it's not 'predicting the next token'. Instead it's _determining_ the next token based on a prediction of its reward signal.
Sprotch•28m ago
I understand how a computer can know that a chess move is more likely to lead to a win, and therefore “correct”, but I don’t understand how it can know that a token is correct. Can someone explain?
valleyer•22m ago
During training, certain tokens are more likely to lead to a lower loss function value, which is how you "win" the game of LLM output.
mwkaufma•18m ago
So, next-token predictors
chrisjj•20m ago
It knows nothing of correctness or winning. It is predicting only what is most likely given its corpus.
aeve890•20m ago
>I don’t understand how it can know that a token is correct.

It can't. The next token is just the most statistically probably given the context (at least in transformers). Try a very small/weak model in your own machine and more often than not it would get stuck repeating the same word or even just output garbage. Because after training and quantization (where some information is lost), that's the most probable next token. Large models can be tricked to fall in the same behavior with very very specific inputs. Still happen, even in frontier models. And they can't detect if the output is wrong.

That's why the premise in TFA is wrong, because a transformer is a next-token predictor. It literally is that. There's nothing secret or magical, it's just a very mechanical process, with a lot of matrix multiplication, normalization, a few random passes, mappings between embeddings and a dictionary of tokens, in a very very high scale.

If someone has found something that's not a mechanical, algorithmic computation and llms are doing something nobody can explain and can't even be modeled in math, I'm happy to be educated.

Der_Einzige•28m ago
slop slop and more slop
hirvi74•24m ago
Sure, I get the gist of the article. I have never liked the reductionist argument that LLMs are nothing more than next-token predictors. By that rational, the human brain is really not that much different. When I am having a conversation with another person, I do not usually have every word I will respond with stored in my limited working memory. My output is often predicted based on the previous word I spoke.
chrisjj•23m ago
Better title: Continue thinking of LLMs as Next-Token Predictors

Because no, post training doesn't change that.

huurtehoog•20m ago
Text renderer, whatever. Doesn't matter how you think of them, they are very interesting technology that is being misused and misconstrued in the name of something that has nothing to do with technology: political economy.

The greatest trick the rich ever pulled was making us think that the economy is about technology, and not politics.

atleastoptimal•18m ago
"Next-token predictor" is one of those phrases used most of the time with a motive to downplay the abilities and faculties of AI models. It is intended to trivialize LLM's and imply that there is some fundamental limit on their capacities.

Relying on it as a mental model for what LLM's are minimizes the emergent properties of scaling. It's like imagining that unicellular life could never eventually evolve into complex multi-cellular organisms because individual cells are just "survival and next-mitosis optimizers"

jvanderbot•11m ago
But it is a next token predictor.

Recursively invoked.

With carefully selected context.

And massive investment in RL to tune token selection.

And the ability to use cli tools on other folks' machines.

That's a powerful system built around a conceptually simple technology: Next token predictors.

atleastoptimal•2m ago
Yes this is correct. The thing is not about the term next-token predictor being correct, but because of the connotative weight of that phrase as a implicit trivialization of LLM abilities, which is how it is often used.
mort96•11m ago
At the same time, it ... is literally a next token predictor. Like that's what it is. The input is a sequence of tokens. The output is a probability distribution of next tokens.
doc_ick•9m ago
100%
xg15•16m ago
> make_more_likely is, of course, doing a heroic amount of work here.

Indeed it is, and so is even just the inference method. I think it's worth remembering that both involve running the input tokens through a gargantuan neural network with (often) billions of parameters that only gain semantic meaning during the training process itself.

> it is trained to predict next tokens as they occur in its training data.

What I found important to understand is that not even the pretrainig is a deterministic process that only depends on the training data - as you would expect if the model just captured statistical properties of the data.

Gradient descent starts by setting all the parameters of the neural network to some initial values - usually by setting them at random, according to some distribution. Then during training, it gradually nudges them towards values that somehow make them useful to calculate the desired outcome of the network.

This means that by taking the exact same trainset and the exact same model architecture, you can still get models with different internal structure. The result doesn't just depend on the training data, but also on the order of examples, learning rate, the parameter initialization, etc etc.

Systemerror7A69•10m ago
To be honest, I believe I get the point the article is trying to make, and to an extent I agree, but I also think the point is not really made very well.

The core of the argument as I understood it is that LLMs aren't just using existing data is training but also new ones. That's fine and good, and you can't simply assume an LLM is simply mashing together all it's data to give you an average of all that got fed into it - but at least I would still call it a "next token predictor"

It's not using just training data, but what it's doing is predicting the next token to get to the solution. As far as my amateur knowledge goes, LLMs still roughly go token by token, deciding which one fits best given the context.

It's just not predicting based on it's training data, but predicting based on RLVR & more, trying to get to the optimal solution ( as much as the solutions CAN be optimal)

And I honestly think keeping this very much in mind is helpful in understanding and dealing with LLMs.

saghm•6m ago
Yeah, it sounds like this is just a disagreement about what the word "next" means. I agree with you that "next" just means "the one about to come", and if the underlying model works by using some prediction mechanism to determine that, then it's by definition a next-token predictor. Disagreeing with that on the basis that the "next" token isn't necessarily in the training data verbatim just seems like an overly strict definition of the word "next".
bluegatty•6m ago
'next token predictor' is a limited mental model but it's actually much better than any others.

'pattern matching' is a better intuition that 'reasoning' even though I think nominally, using the term 'reasoning' is perfectly fine in that context. It's just a loaded word that brings too much to the table.

'It hasn't seen the pattern' is a better description of the limitations of AI because it really just doesn't generalize very well at all. The adaptations described in the article don't change that.

Those are mutations, not expansions of capability.

hirvi74•8m ago
My poor understanding is that an LLM does not "know" either. It basically uses probabilities to predict the next word based on a large matrix of probable outcomes.

For example, say I ask an LLM, "What sentence in English contains every letter in the alphabet?"

It would respond with something like:

"The quick fox jumps over the lazy, brown [next word]"

(Assume all the words were previously guessed correctly at this point)

The LLM guesses the last word based on what it has been trained on. Let's pretend the matrix is small, and the options narrow down to something like:

1. Dog (99.9% confidence) 2. Cow (85% confidence) 3. Bag (75% confidence) 4. Crayon (25% confidence)

The machine can confidently determine the final word of the sentence, "The quick fox jumps over the lazy, brown dog" because that sentence is unique because it is often used for testing things like fonts, a fun piece of trivia, and so on.

Brown Cow is not a bad guess because it's a type of cow and a yogurt brand. Brown bags and brown crayons are also perfectly rational adjectives to describe those common items and are not a bad guess either.

However, in the context of that sentence, dog is the most correct answer because one is unlikely to have written "The quick fox jumps over the lazy, brown crayon," thus it is quite improbable to be the answer.

My understand is this is where hallucinations can often come from. If the trivia about the sentence happened to not be in common in the data set, then "brown cow" might not be a terrible guess. There is clearly something rational behind that answer, but it's not correct in the sense that it answers the question correctly nor followed the instruction properly.

I'm sure the LLMs we have are far more capable these days. In fact, it wouldn't surprise me if an LLM could check its answer by counting the distinct letters in each word to verify. Not sure though.

Again, this is just a poor example based on my understanding, but I hope it helps (and is more correct than not).

Edit: Pretend word = token. It's technically tokens and not entire words, but I didn't not want to get into tokenization of words.

epistasis•7m ago
The LLM produces a probability distribution over the likelihood of all possible next tokens. So whatever the tokens are, "ch", "ex", etc. the next one gets a probability.

During training, real life text is fed through the LLM, and rhe "correct" token is the one actually observed in the training text. Here's a recent video walkthrough in some detail:

https://youtu.be/GlYgs6v2YfU?is=IxVMhoCCE4N4WRVK

gjm11•4m ago
It is. And human beings are bags of chemicals. But for many purposes you will not find it helpful to think of human beings as bags of chemicals, and for many purposes you will not find it helpful to think of LLMs as next-token predictors.
weego•8m ago
imply that there is some fundamental limit on their capacities

This is a wildly dismissive statement that does a lot of heavy lifting. Your assertion is that we just happened to hit on a methodology that has no limitations between being an encyclopedia with a novel human language interface and, I guess by implication, AGI?

That seems more outrageous a claim than the one you're dismissing.

atleastoptimal•3m ago
I don't think it's outrageous when many of the people who claimed it was a next-token predictor have been proven wrong repeatedly over the past 5 years. There were people years ago who claims AI could never answer questions like "what would happen to a ball on a table if I moved the table" correctly because its text-base world model could never intuit physics, or that it could never do math or code accurately.

When I say there is some issue with people claiming there is some fundamental limit on the capacities of LLM's, I don't mean to say "If you think that they don't have unlimited potential you are wrong", I mean "you can't use the architecture of the transformer to make a sweeping declaration of things LLM's can or cannot do without empirical evidence, because the empirical evidence has unearthed far more surprising revelations than a reductive theory has been able to"

pjerem•8m ago
Good example.

It’s also like saying our brains are just electric circuitry incorporated in meat. It’s true but it seems that consciousness emerges from this.

The fact that LLMs are next token predictors isn’t the interesting or impressive part. Actually my brain strictly is a black box predicting (or choosing) my next word/action/move… based on a complex existing context (my thoughts, the environment, my physical state, my senses…).

FWIW, I don’t believe LLMs are sentient, but I don’t think either that we have enough knowledge to rule it out.

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