Why Latent Chain-of-Thought Helps Exploration but Hurts Precise Computation

Jiaxuan Zou, Yaozhong Xiong, Yong Liu


Abstract
Latent Chain-of-Thought (Latent CoT) models promise efficient reasoning via continuous representations, yet exhibit puzzling performance inconsistencies: excelling at exploration (ProsQA: 97.0%) but failing at computation (GSM8K: 34.1%). We reveal that this trade-off is governed by decisional certainty. Our contributions are threefold: (1) We theoretically characterize the fundamental Exploration-Execution Trade-off, proving that high certainty enables precise execution but inhibits exploration, while low certainty facilitates search but causes error accumulation. (2) We introduce the Symbolic Index, quantifying decisional commitment, as the core mechanism governing this trade-off and establish its causal relationship with both execution stability and exploration capability. (3) We prove that curriculum learning is theoretically necessary, as direct training provably fails due to distributional mismatch. Our framework shifts the design paradigm from binary architectural choices toward adaptive systems that dynamically regulate decisional certainty based on task demands.
Anthology ID:
2026.findings-emnlp.2474
Volume:
Findings of the Association for Computational Linguistics: EMNLP 2026
Month:
October
Year:
2026
Address:
Budapest, Hungary
Editors:
Hung-Yi Lee, Sunipa Dev, Jessy Li, Desmond Elliott
Venue:
Findings
SIG:
SIGDAT
Publisher:
Association for Computational Linguistics
Note:
Pages:
53231–53258
Language:
URL:
https://aclanthology.org/2026.findings-emnlp.2474/
DOI:
Bibkey:
Cite (ACL):
Jiaxuan Zou, Yaozhong Xiong, and Yong Liu. 2026. Why Latent Chain-of-Thought Helps Exploration but Hurts Precise Computation. In Findings of the Association for Computational Linguistics: EMNLP 2026, pages 53231–53258, Budapest, Hungary. Association for Computational Linguistics.
Cite (Informal):
Why Latent Chain-of-Thought Helps Exploration but Hurts Precise Computation (Zou et al., Findings 2026)
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https://aclanthology.org/2026.findings-emnlp.2474.pdf