Same Outcome, Different Readout: What Does a Steerable Valence Direction in LLMs Represent?

The paper investigates what a steerable valence direction in large language models (LLMs) actually represents, focusing on a good‑bad outcome direction in a maze task. By using controlled interventions that separate the realized outcome from the informational history that led to it, the authors find that directions trained on one explicit outcome encoding transfer well to another, suggesting the readout is not tied to surface form. However, when the same outcome is achieved through announced versus unannounced histories, transfer performance drops sharply, indicating that the post‑event readout remains strongly conditioned on the earlier announcement. In a matched maze‑reinforcement‑learning run, the post‑RL direction becomes more predictive of reference‑MDP return and the policy depends more on it, yet the history dependence persists. These findings support a functional, value‑related interpretation of the direction but argue against identifying it with a history‑invariant scalar valence state.