arXiv:2512.05765v1 Announce Type: new Abstract: Influential critiques argue that Large Language Models (LLMs) are a dead end for AGI: "mere pattern matchers" structurally incapable of reasoning or planning. We argue this conclusion misidentifies the bottleneck: it confuses the ocean with the net. Pattern repositories are the necessary System-1 substrate; the missing component is a System-2 coordination layer that selects, constrains, and binds these patterns. We formalize this layer via UCCT, a theory of semantic anchoring that models reasoning as a phase transition governed by effective support (rho_d), representational mismatch (d_r), and an adaptive anchoring budget (gamma log k). Under this lens, ungrounded generation is simply an unbaited retrieval of the substrate's maximum likelihood prior, while "reasoning" emerges when anchors shift the posterior toward goal-directed constraints. We translate UCCT into architecture with MACI, a coordination stack that implements baiting (behavior-modulated debate), filtering (Socratic judging), and persistence (transactional memory). By reframing common objections as testable coordination failures, we argue that the path to AGI runs through LLMs, not around them.

arXiv:2506.02139v5 Announce Type: replace Abstract: We propose semantic anchoring, a unified account of how large language models turn pretrained capacity into goal-directed behavior: external structure (in-context examples, retrieval, or light tuning) binds the model's latent patterns to desired targets. Unified Contextual Control Theory (UCCT) formalizes this via anchoring strength $S = \rho_d - d_r - \log k$, where $\rho_d$ measures target cohesion in representation space, $d_r$ measures mismatch from prior knowledge, and $k$ is the anchor budget. UCCT predicts threshold-like performance flips and strictly generalizes in-context learning, reading retrieval and fine-tuning as anchoring variants. Three controlled studies provide evidence. Experiment 1 demonstrates cross-domain anchoring rebinding strong priors in text and vision. Experiment 2 varies representational familiarity via numeral bases (base-10/8/9) at fixed complexity, yielding ordered thresholds and transfer patterns tracking $\rho_d$, $d_r$, and $S$. Experiment 3 establishes a geometry-to-behavior correlate: layer-wise peak anchoring and trajectory area predict few-shot thresholds $\theta_{50}$. UCCT offers testable theory and practical metrics for optimizing prompts, retrieval, and tuning.