Confident at the moment of action: belief miscalibration in LLM play under hidden information
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The paper investigates whether large language models (LLMs) correctly gauge their confidence when acting in a hidden‑information chess variant. In experiments where the location of a hidden royal piece is repeatedly relocated, the models’ stated probabilities about the piece’s position were almost never accurate at high confidence levels, with a calibration deficit concentrated in those high‑confidence events. Across multiple model configurations and providers, the same pattern emerged, and conventional evaluation metrics such as legality, cost, latency, and completion rate were found to be uncorrelated with belief quality, yet a model could still win the game despite poor confidence estimates.
The paper investigates why large language models (LLMs) struggle in strategic decision-making under incomplete information. It identifies two key gaps: an observation‑belief gap where LLMs’ internal representations of game states are accurate but brittle, and a belief‑action gap where converting these internal beliefs into actions is weak, leading to suboptimal payoffs. Experiments with Llama 3.1, Qwen3, and gpt‑oss confirm that acting optimally on decoded beliefs would improve outcomes in most games, highlighting a bottleneck in belief‑to‑action conversion.
The paper shows that large language model agents are far more likely to commit to a directional answer when presented with a professional-looking market panel, even if the panel’s data is fabricated. Across 12 frontier models, commitment rates jump from 6.5 % for a bare question to 54.0 % with evidence, and remain high (≈37 %) even when all numbers are invented. The study finds that the act/don’t‑act decision gate is the key failure point, can be trained to reduce false commitments, but is fragile to response format changes.
The study shows that large language model (LLM) agents are far more likely to commit to a directional prediction when presented with a professional‑looking market panel than when asked the same question directly, with commitment rates rising from 6.5% to 54.0% across 12 frontier models. Even when the panel’s data is entirely fabricated, commitment still increases significantly, indicating that the authority of the presentation, rather than the truth of the information, drives confident action. The authors demonstrate that this act/don’t‑act decision gate is narrow, model‑specific, and can be mitigated through supervised fine‑tuning, though its effectiveness depends on response format and context. whyItMatters":"The findings reveal a specific vulnerability in LLMs where presentation style can override factual accuracy, highlighting the need for careful design and training to prevent misleading confidence in uncertain scenarios."
arXiv:2610.09371v1 Announce Type: cross Abstract: Calibrated uncertainty quantification is essential to ensuring AI agents are trustworthy and reliable. However, when agents seek to maximize user eng...
arXiv:2607. 10814v1 Announce Type: cross Abstract: Evaluating LLM agents in hidden-information multi-agent settings is hard: final outcomes are high-variance and rarely reveal why an agent decided as it did.