# Don't Make the LLM Read the Graph: Make the Graph Think

arXiv: https://arxiv.org/abs/2604.23057 · HTML: https://mlsanity.com/paper/2604.23057/

## Key facts

- No citing papers in the map yet (data through 14 Oct 2026).
- Placed in Reasoning for agents, planning and code, one of 17 directions in LLM reasoning.
- Builds on 7 of its 7 references that are in the map.
- First posted on arXiv 24 Apr 2026.

## Placed in

- LLM reasoning / [Reasoning for agents, planning and code](https://mlsanity.com/lr/reasoning-for-agents-planning-and-code/)

## Builds on (most cited first, 7 of 7)

- [Training Verifiers to Solve Math Word Problems](https://mlsanity.com/paper/2110.14168/) (2021)
- [Toolformer: Language Models Can Teach Themselves to Use Tools](https://mlsanity.com/paper/2302.04761/) (2023)
- [Let's Verify Step by Step](https://mlsanity.com/paper/2305.20050/) (2023)
- [Lost in the Middle: How Language Models Use Long Contexts](https://mlsanity.com/paper/2307.03172/) (2023)
- [Evaluating Large Language Models in Theory of Mind Tasks](https://mlsanity.com/paper/2302.02083/) (2023)
- [The Hanabi Challenge: A New Frontier for AI Research](https://mlsanity.com/paper/1902.00506/) (2019)
- [Clever Hans or Neural Theory of Mind? Stress Testing Social Reasoning in Large Language Models](https://mlsanity.com/paper/2305.14763/) (2023)

## Abstract (arXiv)

We investigate whether explicit belief graphs improve LLM performance in cooperative multi-agent reasoning. Through 3,000+ controlled trials across four LLM families in the cooperative card game Hanabi, we establish four findings. First, integration architecture determines whether belief graphs provide value: as prompt context, graphs are decorative for strong models and beneficial only for weak models on 2nd-order Theory of Mind (80% vs 10%, p<0.0001, OR=36.0); when graphs gate action selection through ranked shortlists, they become structurally essential even for strong models (100% vs 20% on 2nd-order ToM, p<0.001). Second, we identify "Planner Defiance," a model-family-specific failure where LLMs override correct planner recommendations at partial competence (90% override, replicated N=20); Gemini models show near-zero defiance while Llama 70B shows 90%, and models distinguish factual context (deferred to) from advisory recommendations (overridden). Third, full-game evidence confirms inter-agent conventions (+128% over baseline, p=0.003) outperform all single-agent interventions, and individual belief-graph components must be combined to produce gains. Fourth, preliminary scaling analysis (N=10/cell, exploratory) suggests graph depth has diminishing returns: shallow graphs provide the best cost-benefit ratio, while deeper ToM graphs appear harmful at larger player counts (-1.5 pts at 5-player, p=0.029).