Language Is an Insufficient Substrate for Quantitative Reasoning, and Consequential Domains Need Large Quantitative Models

arXiv cs.AISeptember 14, 2026en

arXiv cs.AI

AI Global Wire

arXiv:2609.12105v1 Announce Type: new Abstract: The prevailing assumption in applied machine learning is that progress on consequential quantitative decisions such as pricing risk, allocating capital, triaging patients, or containing a network intrusion will follow from progress in large language models (LLMs). A language model is trained on a representation of the world that was produced by human description; description is a lossy encoding of the quantitative record, and the loss is irreversible: no downstream model, at any scale, can recover from a description what the description did not encode. We formalize this as a property of the representation on which a model is trained rather than

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