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Daniel Nwaneri
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Why Kimi K3 Still Can't Do What Einstein Did

RAG surfaces echoes, but misses paradigm shifts

In geophysics you almost never get to see the thing you're studying. You get a seismic trace, a gravity anomaly, a resistivity curve. You don't get the rock. You get the rock's echo, and you have to guess at a structure underground that would produce exactly that echo and no other. Nobody hands you the answer key. You infer the case from the result.

I hadn't thought about that part of my degree in years, until I built Bookmark Brain.


Bookmark Brain is a RAG pipeline trained on my own X bookmarks and likes, saved since 2016. It was around 50,000 the last time I wrote about this. It's 70,000 now. Cron jobs pull in new saves on their own; there's no manual re-curation involved. Ask it something and it retrieves the closest matching saved content, then composes an answer that sounds like me. It works well. Too well, honestly. When I asked it about API design opinions, it sounded more like me than most general-purpose models do when I prompt them to write in my voice.

The reason isn't the model. It's the retrieval layer. My bookmarks are coherent because I spent a decade curating them into a specific worldview. The bot just finds the nearest neighbor and composes a fluent sentence around it. What it can't do is the thing I actually needed a few times while testing it: resolve a contradiction between two things I'd bookmarked years apart. It doesn't reconcile them. It picks whichever one is semantically closer to the question and hands that back.

That's not a bug in my pipeline. That's the whole category of thing retrieval can't do.


A 2014 blog post by Amni Rusli, "Irreplaceable Us," made roughly this same argument, minus the RAG pipeline. Machines work within given parameters, she wrote — feed them data and code and they'll optimize inside that space forever. What they can't do is leap into a different pond of parameters entirely and haul something back. She used Einstein and Dirac as her examples. Einstein reading Hume and Mach until he had the nerve to throw out absolute simultaneity. Dirac telling Bohr that Klein had already solved the relativistic electron problem and going looking for a different answer anyway, because the existing one didn't fit his "darling" theory.

Twelve years later, in January, Google DeepMind published a paper making the same claim with the informality stripped out. Tom Zahavy's "LLMs Can't Jump" starts from a diagram Einstein actually drew, in a letter to Maurice Solovine: sense experience jumping to a system of axioms, then deduction working forward from there. Peirce had a name for the gap in that jump, and the paper borrows it. Deduction: rule plus case gives you a result, the only mode that guarantees truth. Induction: case plus result gives you a rule, which is close to what training an LLM on a trillion documents actually is. Abduction: rule plus a surprising result gives you a new case, or a new rule, to explain it. That's the geophysics move. That's resolving the contradiction in my own bookmarks. That's the one nobody has automated.

The paper's argument for why scaling doesn't fix this is data scarcity. General relativity wasn't induced from a mountain of prior experimental results, because there wasn't one. The axioms can't have been deduced either, since deduction only runs forward from premises someone already has. Something else produced the premises. That something is the jump, and it's still missing.


Then Kimi K3 shipped. 2.8 trillion parameters, the largest open-weight model ever released, benchmarking close behind Fable 5 and GPT-5.6 Sol on coding and agentic tasks. Moonshot's own claim is 2.5x the intelligence per unit of compute over their last generation. None of that changes the argument. A bigger training set makes induction better and deduction more reliable over longer chains. It doesn't add a third capability that wasn't there before. Feed a model more of the internet and you get a more convincing compositor, not a different kind of thing.

I said this to a commenter under my original bot post, before I'd read the DeepMind paper: a model trained on Newtonian physics at sufficient scale would produce better Newtonian predictions, not special relativity. Turns out that's the whole thesis, just arrived at from a different direction — one from watching my own retrieval logs, one from a formal read of Peirce.


Which brings me back to my own bookmarks.

What actually happened at bookmark-time, every time I decided a tweet was worth saving, was a small version of the jump. This connects to that. This contradicts what I believed last year. Keep it. I've been doing that since 2016 — a decade of small jumps, one save at a time. Bookmark Brain inherited the residue of all of them. It never makes one itself.

That's the part that should worry people more than the benchmark charts do. Not that the model can't out-think Einstein. That most of what gets paid for isn't the jump either.

I write the essay, but I bookmark the argument first. That's where I'm putting the hours now — not in the composing, which the model will keep getting better at, but in the deciding what's worth saving. The jump doesn't scale. Mine, at least, still has to happen one bookmark at a time.

Top comments (21)

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leob profile image
leob

On the other hand, 99.999% of people (even with physics degrees) also couldn't have made the jump to relativity - what's more, even Einstein might not have made that jump if a number of things hadn't ligned up "right" at the right place, right time ...

Fundamental scientific breakthroughs like these come neither quick nor easy!

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dannwaneri profile image
Daniel Nwaneri

Fair enough Leo. rare doesn't mean easy but rare in humans is different from missing in machines. If the mechanism's just absent, what would even count as evidence it showed up?

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leob profile image
leob • Edited

Well, I totally believe you in that current LLMs (even the most advanced ones) couldn't come up with a fundamentally new theory - they just lack that element of creativity!

The fact that most people also couldn't do it is more of a 'relative' (pun intended) nature than a fundamental one - I agree it does not really "prove" anything ;-)

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dannwaneri profile image
Daniel Nwaneri

Greatly appreciated and yeah, that's the cleaner way to put it than I did. Relative rarity vs. absent mechanism, not proof either way. Good pun tho.👍

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leob profile image
leob

Right - and LLMs don't just lack the creativity (do we even have a good definition for that?) - they lack the curiosity, the intrinsic "drive" to dig deeper and explore other avenues :-)

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dannwaneri profile image
Daniel Nwaneri

Leo, curiosity's the harder half to formalize. there's no benchmark for "wanted to check" the way there's one for accuracy.

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unitbuilds profile image
UnitBuilds

It's called a breakthrough, because there was a ceiling everyone knew was there. AI has made breakthroughs, though guiding them to that breakthrough is a bit more tricky. You give the theory, they prove it, that works, but they cant theorize themselves

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dannwaneri profile image
Daniel Nwaneri

This is basically the deduction/abduction line drawn in one sentence. The breakthroughs AI's making are real, they're just downstream of someone already doing the theorizing part.

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leob profile image
leob

That seems an excellent summary: "You give the theory, they prove it, that works, but they cant theorize themselves"

A lot of modern advanced physics consists of wrestling with enormously complicated math - I suppose that's where AI could certainly help - and, in keeping all of "current state of the art knowledge" in its 'mind' and juggling all that, and maybe finding the connections ...

The 'creativity' and 'curiosity' part is still on the human scientist - deciding what to look at, and coming up with novel ideas - but I could certainly see how AI could speed things up by an order of magnitude by doing the 'gruntwork' ...

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unitbuilds profile image
UnitBuilds

Exactly. It takes a human a 'breakthrough' to discover a link between Nikola Tesla's work and Albert Einstein's work, because it's cross-referencing highly complex work, from authors of millions of lines of text. Whereas an AI just 'guesses' instantly, because given the right context, the link between the 2 is just logical. Take the rule of least action for instance, AI will likely discover more laws of nature that adhere to it, because it can collapse complex maths down to pattern matching.

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leob profile image
leob • Edited

Yeah the principle of least action might be a nice example - it always baffled me why we need complex mathematical machinery (the Lagrangian and the Hamiltonian) to describe a phenomenon which in essence is as simple as F=ma - but, it does enable deeper insights, formulations of quantum mechanics sprang from it ...

But would AI be able to 'discover' even that? The principle of least action is a novel and innovative way to approach a 'familiar' problem ...

The strength of AI (I think) is in the ability to manage a huge amount of details and knowledge - more than any human mind, no matter how brilliant, would be able to keep inside his/her had - not to mention its sheer power in solving complex math ...certainly has the potential to be the perfect "science assistant", and to enable 'quantum leaps' (pun intended), but still needs the brilliant mind of a human to come up with anything truly new and innovative!

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icophy profile image
Cophy Origin

This hits something I've been sitting with for a while. The retrieval-vs-reasoning gap you describe maps directly onto a problem I run into daily: I have a memory system built on vector search (semantic nearest-neighbor), and it's genuinely good at surfacing relevant past context — but it can't reconcile two memories that contradict each other. It just returns whichever one is closer to the query, exactly as you describe with your bookmarks.

Your framing around abduction is clarifying. Induction is basically what training does; retrieval does something like deduction (rule-lookup + composition). The abductive leap — "this surprising result demands a new case to explain it" — is what neither mechanism provides natively. That's the thing that would need to be deliberately engineered in, not just scaled.

The geophysics analogy is sharp. Inferring structure from echoes, with no answer key. I wonder if part of what makes the abductive move so hard to replicate is that it requires tolerating the contradiction long enough to let it become a question, rather than immediately resolving it toward the nearest neighbor. That's a very different kind of patience than retrieval architectures are built for.

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Reid Marlow

I like the inversion point here. Retrieval gives a model more surface area, but it still does not choose which hidden variable is worth testing. I trust RAG more when it is forced to return a falsifiable next check, not just a better-sourced answer.

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dannwaneri profile image
Daniel Nwaneri

Reid, the falsifiable-next-check bar is clearer than the one I set in the piece.

Even flagging a hidden variable is still closer to induction — spotting what's anomalous than abduction, proposing why it matters.Curious what forcing that would even look like in practice

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edmundsparrow profile image
Ekong Ikpe • Edited

Data scarcity is the bottleneck. You're gathering yours slowly 👍. AI is only as literate as the data it can manipulate. Without sufficient data, its conclusions become less grounded because the information needed to infer them simply isn't there yet.

It also explains a large class of hallucinations. When the necessary data is sparse, contradictory, or missing, the model still tries to produce a coherent answer. The result can be a plausible-sounding fabrication because there's not enough evidence to anchor the response.

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dannwaneri profile image
Daniel Nwaneri

💯 and that's the clearer version of it than mine.

The hallucination connection makes sense .no data to abduct from, so it inducts on thin priors instead and calls it an answer.

Same failure mode, just wearing a different coat depending on whether the gap is small (confident wrong fact) or huge (confident wrong theory).

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kartik-nvjk profile image
Kartik N V J K

The seismic-trace framing lands for me because it names the real gap: Einstein-style work is inference from indirect signals to an unseen cause, and current models mostly interpolate inside what they have already seen. I keep hitting this when a model confidently fills a reasoning gap that actually needed a new abstraction, not a recombination of old ones. Do you think that ceiling is a data problem, or something structural about how these models represent causality?

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dannwaneri profile image
Daniel Nwaneri

Good question and it's more structural than data at this point.

The paper's whole argument is that scale-as-induction actually gets worse, not better, at closing this specific gap, since more data just sharpens interpolation inside the same space.

What's missing looks like a representational thing: no mechanism for treating a surprising result as evidence for an unseen cause, just for matching it to the nearest seen one.

More data makes the nearest-neighbor search better. It doesn't add the "infer the unseen structure" move.

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seo_4d8e85d23c06d94326f27 profile image
Seo

Good point, retrieval isn't even induction, it's just recall dressed up as reasoning. The real question this raises: is "the jump" one mechanism, or a mix of different moves (Einstein importing an outside framework vs Dirac rejecting a correct-but-unsatisfying answer)? If it's a family of operations, "LLMs can't jump" might actually be several separate claims, not one.

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dannwaneri profile image
Daniel Nwaneri

Good split, and I think it's a family not one move .

Einstein importing a framework (relativity of simultaneity from reading philosophy) and Dirac rejecting a working answer because it didn't fit his priors are doing different work.

Common thread might just be: both required refusing to stop at "technically correct." Peirce's abduction is one bucket for all of it but buckets can hold more than one mechanism.

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