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Main Authors: Wang, Ru, Huang, Wei, Song, Selena, Zhang, Haoyu, Niu, Qian, Iwasawa, Yusuke, Matsuo, Yutaka, Guo, Jiaxian
Format: Preprint
Published: 2025
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Online Access:https://arxiv.org/abs/2502.18273
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author Wang, Ru
Huang, Wei
Song, Selena
Zhang, Haoyu
Niu, Qian
Iwasawa, Yusuke
Matsuo, Yutaka
Guo, Jiaxian
author_facet Wang, Ru
Huang, Wei
Song, Selena
Zhang, Haoyu
Niu, Qian
Iwasawa, Yusuke
Matsuo, Yutaka
Guo, Jiaxian
contents Generalization to novel compound tasks under distribution shift is important for deploying transformer-based language models (LMs). This work investigates Chain-of-Thought (CoT) reasoning as a means to enhance OOD generalization. Through controlled experiments across several compound tasks, we reveal three key insights: (1) While QA-trained models achieve near-perfect in-distribution accuracy, their OOD performance degrades catastrophically, even with 10000k+ training examples; (2) the granularity of CoT data strongly correlates with generalization performance; finer-grained CoT data leads to better generalization; (3) CoT exhibits remarkable sample efficiency, matching QA performance with much less (even 80%) data. Theoretically, we demonstrate that compound tasks inherently permit shortcuts in Q-A data that misalign with true reasoning principles, while CoT forces internalization of valid dependency structures, and thus can achieve better generalization. Further, we show that transformer positional embeddings can amplify generalization by emphasizing subtask condition recurrence in long CoT sequences. Our combined theoretical and empirical analysis provides compelling evidence for CoT reasoning as a crucial training paradigm for enabling LM generalization under real-world distributional shifts for compound tasks.
format Preprint
id arxiv_https___arxiv_org_abs_2502_18273
institution arXiv
publishDate 2025
record_format arxiv
spellingShingle Beyond In-Distribution Success: Scaling Curves of CoT Granularity for Language Model Generalization
Wang, Ru
Huang, Wei
Song, Selena
Zhang, Haoyu
Niu, Qian
Iwasawa, Yusuke
Matsuo, Yutaka
Guo, Jiaxian
Computation and Language
Generalization to novel compound tasks under distribution shift is important for deploying transformer-based language models (LMs). This work investigates Chain-of-Thought (CoT) reasoning as a means to enhance OOD generalization. Through controlled experiments across several compound tasks, we reveal three key insights: (1) While QA-trained models achieve near-perfect in-distribution accuracy, their OOD performance degrades catastrophically, even with 10000k+ training examples; (2) the granularity of CoT data strongly correlates with generalization performance; finer-grained CoT data leads to better generalization; (3) CoT exhibits remarkable sample efficiency, matching QA performance with much less (even 80%) data. Theoretically, we demonstrate that compound tasks inherently permit shortcuts in Q-A data that misalign with true reasoning principles, while CoT forces internalization of valid dependency structures, and thus can achieve better generalization. Further, we show that transformer positional embeddings can amplify generalization by emphasizing subtask condition recurrence in long CoT sequences. Our combined theoretical and empirical analysis provides compelling evidence for CoT reasoning as a crucial training paradigm for enabling LM generalization under real-world distributional shifts for compound tasks.
title Beyond In-Distribution Success: Scaling Curves of CoT Granularity for Language Model Generalization
topic Computation and Language
url https://arxiv.org/abs/2502.18273