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Aleh Manchuliantsau

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Preprint Jul 2026

Win by Silence: Deletion Non-Monotonicity, Autonomous Exploitation, and Typed-State Gating in LLM Plan Evaluation

Plan evaluators can reward a strategic plan for becoming less explicit. This paper studies that failure in a staged expected-value scorer for LLM-generated venture routes. Proposition 1 gives the score change from deleting an interior transition while retargeting its predecessor and retaining downstream value: Delta_k = (prod_{i<k} p_i)[c_k + (1 - p_k)R_{k+1}]. On a frozen 26-route cohort, all 57 admissible deletions matched the analytic identity and threshold sign, and every route had at least one score-improving deletion. A score-seeking optimizer, allowed to restructure routes but not told the exploit mechanism, found baseline-beating uncovered structures in 21/26 routes. GATE refused score release for 26/26 silenced routes with 0/26 honest suspensions; after refusal, 47/54 next revisions repaired to a covered structure, and strict covered improvement rose from 1/26 to 13/26. An adaptive compiler-aware co-author exposed the registry-provenance boundary: obligation-channel evasions remained 6/6 across all four v1/v1.5 conditions, while delta-indexed cost floors reduced beat-honest routes from 6/6 to 3/6 and fundability-by-silence from 5/6 to 0/6 without establishing semantic completeness. If a plan scores better only because it omits necessary work, the plan did not improve; the evaluation created an omission incentive. PCSC detects and neutralizes post-hoc omission splices over model-mediated typed-state records. In the cooperative setting tested, GATE acts as a deterministic search-shaping constraint, not merely a post-hoc filter. It does not verify the semantic completeness or real-world quality of arbitrary LLM-generated strategies.

Aleh Manchuliantsau · 0 citations
Preprint Jul 2026

From Checker to Forecaster: Code-Owned Evaluation of Model-Generated Strategic Routes Under Delayed Ground Truth

Many evaluations of model outputs rely either on contracts checkable at evaluation time or on feedback that arrives within the operating loop. We study the complementary setting in which ground truth is delayed, censored, or private, so deterministic code cannot check correctness at scoring time and must instead issue a code-owned provisional forecast. RouteCast instantiates this regime for model-generated typed strategic routes: models propose candidate routes and structured factors; point-in-time evidence, reference classes, and deterministic transformations produce a provisional forecast-ranking; later outcomes evaluate the forecast. In a retrospective venture pilot on 21 binary-outcome cases (6 positive, 15 negative), the whole-packet RouteCast score showed preliminary retrospective discrimination (AUC 0.756, 95% CI [0.471,0.980]), while a blind LLM judge reached AUC 0.678 [0.419,0.897] and an identity-exposed LLM judge reached AUC 0.761 [0.515,0.944], consistent with recognition- or outcome-related leakage risk. A preregistered decomposition ablation on the same binary subset found that converting the identical inputs into typed staged routes was indistinguishable from the whole-packet score (Delta AUC = -0.144, 95% CI [-0.471,0.176]) and from a deterministic heuristic (Delta AUC = -0.089, 95% CI [-0.412,0.278]). The pilot establishes an auditable feasibility result and exposes failure modes; it does not establish prospective calibration, causal decision improvement, route-decomposition advantage, or cross-domain validity.

Aleh Manchuliantsau · 0 citations