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Can language models learn meaning from text patterns alone?

Explores whether training on form alone—predicting the next word from prior words—could ever give language models access to communicative intent and genuine semantic understanding.

Synthesis note · 2026-02-21 · sourced from Linguistics, NLP, NLU

Bender & Koller (2020) make a specific structural argument, not just an intuitive one. Meaning is defined as the relation M ⊆ E × I — pairs of natural language expressions and the communicative intents they can be used to evoke. Understanding language means retrieving i given e. But communicative intents are about something outside of language. Form alone — marks on a page, pixels, bytes — is insufficient.

The reasoning: without access to a mechanism for hypothesizing and testing underlying communicative intents, reconstructing them from form alone is impossible. Language modeling predicts the next token given prior tokens — purely a form-to-form operation. The training signal provides no information about what intents the forms were used to evoke.

Human language acquisition illustrates the point by contrast. What is critical for meaning acquisition is not just interaction but joint attention — situations where child and caregiver both attend to the same thing and are both aware of this fact. Learning meaning requires the ability to be aware of what another person is attending to and guess what they are intending to communicate. Intersubjectivity is not incidental to language learning; it is its mechanism.

The Harnad formulation (symbol grounding problem): a non-speaker of Chinese cannot learn the meanings of Chinese words from Chinese dictionary definitions alone. You need something outside the symbol system to anchor the symbols. Form-to-form prediction cannot provide this anchor.

Mutual understanding is structurally unavailable — even in conversational media. The form-only training constraint has a downstream consequence that applies even when AI operates in conversational channels: seeking mutual understanding with the user is structurally unavailable to an LLM because mutual understanding requires the intersubjectivity that form-training cannot provide. The communication is one-way even when it occurs on a medium designed for mediated social interaction. This reframes AI social-media posts as a specific genre: indirect discourse that is a form of writing even when it appears in an interactive environment. The user reads the post, the medium formally supports reply, but the AI is not available for the second turn that would close a loop of mutual understanding — and was never going to be. The channel looks communicative; the content is monological writing that happens to be deposited in a conversational shape.

This is distinct from the claim that LLMs "have no understanding." It is the more precise claim that the training mechanism — string prediction — is in principle incapable of providing the signal that meaning acquisition requires, regardless of scale.

Inquiring lines that read this note 61

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Should AI communication design follow human conversation norms or develop distinct machine-specific principles? What enables genuine semantic understanding in language models? Can language models build genuine grounding through interaction? What explains language models' asymmetric difficulty with implicit versus explicit linguistic relations? Can reasoning scale in latent space without tokens? Do language models learn genuine understanding or just surface patterns? Can diffusion models match autoregressive performance on language generation tasks? How does dialogue structure affect linguistic grounding and shared meaning? Why do token-level mechanisms matter for learning to reason? What articulatory and acoustic information does speech preserve that transcription destroys? Should GUI agents use structured representations over raw visual input? How does persona conditioning amplify demographic stereotyping and bias in models? Does encoded knowledge in language models actually influence their outputs? How should designers communicate what AI systems truly are and can do? What prevents conversational agents from taking initiative in dialogue? What compositional reasoning failures limit large language models despite scale? Do language models reason through causal mechanisms or semantic associations? What design and behavioral factors drive false consciousness attribution to AI? Can prompt-based context override biases that were embedded during pretraining? Where and how do personality traits reside in language models? What linguistic features distinguish AI-generated text from human writing most reliably? Why do embedding systems fail to capture task-relevant relationships?

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Original note title

language models trained on form alone cannot acquire meaning because meaning requires joint attention and intersubjectivity