Gouki Minegishi
Publications
Visual Access Boundaries in Vision-Language Model Reasoning
Chain-of-Thought (CoT) prompting is widely used as a test-time scaling strategy for Vision-Language Models (VLMs), but it remains unclear what is extended when VLMs generate longer reasoning traces. We ask whether CoT requires continued access to image tokens, or whether it mainly operates over visual information already made available earlier in the forward pass. We introduce Visual Access Sweep, a causal intervention that masks attention from generated-token queries to image-token keys along layer depth and generation time, and define the Visual Access Boundary (VAB) as the minimal access region that preserves task accuracy. Across six model configurations from Qwen2.5-VL and InternVL3, both no-CoT direct answering and CoT prompting exhibit finite VABs. In Qwen2.5-VL-32B and InternVL3 at 14B and 38B scales, when CoT is evaluated against the no-CoT full-access target, its VAB layer differs from the no-CoT boundary by at most two layers, despite substantially longer generations. This suggests that CoT does not primarily improve performance by prolonging direct image-token access throughout the reasoning trace, but by extending language-side computation over image-derived hidden-state information. We further show that CoT gains are constrained by perceptual readout. CoT helps when the queried visual attribute can be reliably read out by the model, but not when that readout is unreliable. A symbolic-attribute oracle shows that CoT can improve counting once ground-truth attributes are supplied as text, while a single-object probe-vs-decode check shows that hard attributes can be linearly recoverable from hidden states yet difficult for the model itself to output. Together, these analyses place the bottleneck at readout rather than counting.
On Advantage Estimates for Max@K Policy Gradients
Reinforcement learning with verifiable rewards is widely used for post-training reasoning models, but sparse outcome rewards make exploration difficult. A complementary approach is to optimize inference-time objectives such as pass@K and max@K directly, yet existing policy-gradient estimators for these objectives use different signals, baselines, and normalizations, making their relationships unclear. We study this issue through baseline design and advantage centering. Starting from the advantage estimator of a leading method in the field, we show that it is policy-gradient unbiased but yields a non-centered advantage. We then introduce a Leave-Two-Out baseline that preserves policy-gradient unbiasedness while making realized batch advantages exactly centered. The resulting method, MaxPO, has an efficient quadratic-time implementation and integrates naturally into group-based RL for LLM post-training. We further derive the canonical finite-batch advantage for max@K, providing a unified view of existing advantage estimators. Empirically, we verify that the L2O baseline reduces gradient variance and outperforms non-centered alternatives.
Zipping the Thought: When and How Compressed Reasoning Data Works in LLM Post-Training
Large language models (LLMs) can now solve complex problems through long chain-of-thought (CoT) reasoning, but the trade-off between performance and token cost remains a central challenge. To address this issue, supervised fine-tuning (SFT) often uses compressed reasoning data, where CoT traces are shortened into compact forms. However, the effect of such compressed reasoning data on post-training remains poorly understood. In this paper, we propose a taxonomy of CoT consisting of Explicit CoT, which outputs all operations without aggregation, Composed CoT, which combines multiple operations into a single step, and Implicit CoT, which omits intermediate operations. We construct a synthetic compositional reasoning task that allows controlled variation of difficulty, compression granularity, and data size, and conducted a comprehensive set of experiments across different model families and sizes. Notably, we find that (i) coarser CoT requires more SFT data, (ii) compared with Explicit CoT, Composed CoT and Implicit CoT benefit more from data scaling, while Composed CoT benefits from data repetition and Implicit CoT tends to lead to memorization, (iii) unlike SFT, subsequent reinforcement learning (RL) with verifiable rewards (RLVR) decomposes compressed steps learned during SFT, and (iv) unidirectional CoT ordering shows stronger generalization on longer sequential tasks. Our findings provide implications for CoT design under data resource constraints and offer important insights into the mechanisms of SFT and RL in LLM post-training.
Emergent Analogical Reasoning in Transformers
Analogy is a central faculty of human intelligence, enabling abstract patterns discovered in one domain to be applied to another. Despite its central role in cognition, the mechanisms by which Transformers acquire and implement analogical reasoning remain poorly understood. In this work, inspired by the notion of functors in category theory, we formalize analogical reasoning as the inference of correspondences between entities across categories. Based on this formulation, we introduce synthetic tasks that evaluate the emergence of analogical reasoning under controlled settings. We find that the emergence of analogical reasoning is highly sensitive to data characteristics, optimization choices, and model scale. Through mechanistic analysis, we show that analogical reasoning in Transformers decomposes into two key components: (1) geometric alignment of relational structure in the embedding space, and (2) the application of a functor within the Transformer. These mechanisms enable models to transfer relational structure from one category to another, realizing analogy. Finally, we quantify these effects and find that the same trends are observed in pretrained LLMs. In doing so, we move analogy from an abstract cognitive notion to a concrete, mechanistically grounded phenomenon in modern neural networks.