Entertain, then Cancel: How Thinking Makes Reasoning Models Read Some and Or Literally

Zhizhuo Kou, Jian Yang, Pengfei Hao, Junyu Luo, Jingshu Peng, Sirui Han, Yike Guo

The Hong Kong University of Science and Technology · The Hong Kong University of Science and Technology (Guangzhou) · Peking University

Published October 15, 2026 · on the feed October 22, 2026 · ▲ 23 · arXiv 2610.21204

The abstract

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.

The Brief

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Transcript

Entertain, then Cancel. How Thinking Makes Reasoning Models Read Some and Or Literally. By Zhizhuo Kou and six others, from the Hong Kong University of Science and Technology, the Hong Kong University of Science and Technology, Guangzhou, and one other institution. Published on the fifteenth of October. Its code repository is worked out: about one hundred source files, with a readme and a licence.

When someone says that some students passed, listeners infer that not all of them did. Reasoning models now let users choose how long a model thinks before answering, and nobody has known what extra thinking does to everyday inferences of this kind. The finding here is that thinking makes models read logical words as logic. With more thought, they cancel the implicature of some, meaning not all, and of or, meaning not both, and fall back on the strict logical reading.

The study isolates thinking itself. A model's weights stay fixed; only the amount it thinks is changed, and the reading it chooses is recorded. A second tool cuts the model's own reasoning off at successive points and asks for an answer, which shows where along the trace the reading changes.

The cancellation appears in most of the tested open reasoning models, and in GPT-5. The trace explains it: models first entertain the enriched reading, and cancel it later. That suggests a remedy, which the authors describe as exploratory and applied at inference time. Answering from the early reading recovers the implicatures without losing literal accuracy.

The effect is not that thinking harms every inference. Context-driven inferences, such as understanding indirect answers, improve with more thinking. The loss is specific to implicatures carried by logical words like some and or. The pattern holds in most, not all, of the open models tested, and the remedy is offered as exploratory rather than settled.

The authors draw a lesson for evaluation: reasoning models should be measured on how they interpret, not only on how accurate they are. A model can be logically correct and still miss what a speaker meant, and with these words, thinking longer is what takes it there.

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