The Kinetics of Training: A Driven-Nucleation Rate Law for Emergence, Plasticity Loss, and Circuit Control in Language Models
On the map: Mechanistic interpretability → Knowledge and representations inside LLMs
Abstract (arXiv)
A capability appears in a language model when the last parts of its circuit align in one stochastic attempt, and getting all but one right is worth nothing. We show this no-partial-credit joint alignment is the rate-limiting step of capability formation. Two fingerprints: in a shortcut-free apparatus a five-part circuit missing three waits as long as a three-part circuit missing three (1.19-1.37), so the wait counts missing parts, not size; and on Pythia across seven capabilities and three scales, ablating one part leaves a median 17% of the capability in 32 of 32 discriminating cells, where partial credit predicts 50-83% (p = 2e-10), while a random non-part head leaves 100%. One rare event whose barrier grows with missing parts yields a rate equation -- sites x attempts x drive x exp(-beta*K), minus destruction -- read three ways, each preregistered with frozen constants. Forward: a capability flat at baseline ignites at a step of our choosing once the mix passes a concentration floor (10/10 above, 0/12 below), and while still flat its arrival is datable from its precursor to 5% median error on six held-out models. Backward: the delay to learn a withheld capability grows with waiting until, past a critical step, it never ignites -- yet validation loss falls smoothly throughout, so standard monitors are blind to it. We locate the damage (heads commit to the base data) and isolate the cure: re-initializing only the query-key slices restores learnability (6/6) while the value slices do nothing (0/6). We prove the mechanism in a controlled gated-attention model: occupation forces a deadline whose consequences need no mixing assumption. Completed: SGD's noise fails the fluctuation-dissipation test, so we install one and anneal, melt and pin circuits on schedule. Scope: conjunction circuits in transformers to 1.4B.
Key facts. No citing papers in the map yet (data through 14 Oct 2026). Placed in Knowledge and representations inside LLMs, one of 13 directions in Mechanistic interpretability. Builds on 36 of its 56 references that are in the map. First posted on arXiv 29 Jul 2026.
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36 of 56 references.
References · 36
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24 more
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- 2025The Illusion of Diminishing Returns: Measuring Long Horizon Execution in LLMs
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