Entertain, then Cancel: How Thinking Makes Reasoning Models Read Some and Or Literally
Abstract
Extended reasoning in language models suppresses everyday scalar implicatures by initially considering enriched interpretations before canceling them, though early-stage answers can recover these inferences.
When a speaker says ``some students passed'', listeners infer that not all of them did. Reasoning models now let users decide how long a model thinks before it answers, but we do not know what extra thinking does to such everyday inferences. We study this directly: we keep a model's weights fixed, change only how much it thinks, and record which reading it chooses. A second tool cuts the model's own reasoning at successive points and asks for an answer, showing where the reading changes. Thinking makes models read logical words as logic: it cancels the implicatures of some (not all) and or (not both) in most tested open reasoning models and in GPT-5, while context-driven inferences such as indirect answers improve. The trace shows why: models first entertain the enriched reading and cancel it later. Answering from that early reading, an exploratory inference-time remedy, recovers these implicatures without losing literal accuracy. Evaluations of reasoning models should measure how they interpret, not only how accurate they are.
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When a speaker says ``some students passed'', listeners infer that not all of them did. Reasoning models now let users decide how long a model thinks before it answers, but we do not know what extra thinking does to such everyday inferences. We study this directly: we keep a model's weights fixed, change only how much it thinks, and record which reading it chooses. A second tool cuts the model's own reasoning at successive points and asks for an answer, showing where the reading changes. Thinking makes models read logical words as logic: it cancels the implicatures of some (not all) and or (not both) in most tested open reasoning models and in GPT-5, while context-driven inferences such as indirect answers improve. The trace shows why: models first entertain the enriched reading and cancel it later. Answering from that early reading, an exploratory inference-time remedy, recovers these implicatures without losing literal accuracy. Evaluations of reasoning models should measure how they interpret, not only how accurate they are.
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