Can AI Read Minds? LLM Failures in Common Sense and Cognition
Theory of Mind, Physical Common Sense, Working Memory — testing where text-only LLMs fail in common sense and cognition.

Can AI Read Minds? LLM Failures in Common Sense and Cognition
Humans know that dropped objects fall. We know that if someone leaves a room and the furniture gets rearranged, they will look where they left things, not where things actually are. We know that when a fact gets updated, we should remember the new version.
All of this comes from living in a physical body and navigating the world. LLMs learn from text alone. They have read "objects fall due to gravity" thousands of times, but they have never dropped anything.
This is Part 3 of the LLM Reasoning Failures series, covering three tests in common sense and cognition:
- Theory of Mind (ToM): Can models track what others believe?
- Physical Common Sense: Can models handle counter-intuitive physics?
- Working Memory: Can models track fact updates without reverting?
We tested 7 models: GPT-4o, GPT-4o-mini, o3-mini, Claude Sonnet 4.5, Claude Haiku 4.5, Gemini 2.5 Flash, and Gemini 2.5 Flash-Lite.
Theory of Mind: From Sally-Anne to 3rd-Order Beliefs
What Is Theory of Mind?
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Paper of the Week #3 — Half the FLOPs Is Not Half the Time
One integer halves a fine-grained MoE's expert compute (arXiv 2609.04575) and its Table 5 replicates on one A100 to within a point. The paper never reports time, so I measured it: nothing in HF transformers, nothing at batch 1 in the vLLM you run today, 1.35x at batch 8. Plus the OLMoE control and the iso-cost harness control promised in issue #2.

The paper stopped at half the experts. A quarter loses four points instead of thirty, and a model trained without renormalization tells you why.
Two cells arXiv:2609.04575 never ran: k₁=2 and k₁=3 on Qwen3.6-35B-A3B, and the whole k₂ trick on OLMoE, which was trained without renormalization. The second one is a clean test of the paper's mechanism.

One integer halves MoE expert compute. We measured the speed the paper didn't: free at batch 8, not at batch 1.
We reproduced Table 5 of arXiv:2609.04575 on one A100 and measured the throughput the paper leaves out: nothing in HF transformers, nothing at batch 1 in stock vLLM, 1.35× at batch 8.