This post stages a small pedagogical experiment. We will look at a few ordinary interactions with a large language model. They will look like meaning. We will resist explaining them until the end.
Exchange One: Apparent Understanding
Exchange Two: Apparent Context Sensitivity
Exchange Three: Apparent Answerability
A Pause
At this point, many readers will feel that something like meaning has occurred. The model seems to understand the issue, track context, correct itself, and answer a challenge. Let’s slow down.
What Has Not Happened
No act has been performed.
No situation has been experienced.
No answerable commitment has been made.
No responsibility has been incurred.
Nothing has happened in the first-order sense. There has been no instantiation of meaning.
What Has Happened
Patterns of language use have been continued.
Conditional probabilities have been applied.
Distributional regularities have been replayed.
Past instantiations have left traces that shape the output.
What we are observing is second-order structure: the grain of instantiation rendered visible through fluent simulation.
The Category Error
The temptation is to treat this second-order patterning as first-order meaning — to let probability lean into agency. This is the “almost” error: mistaking patterned continuation for an act, simulation for answerability.
Nothing has selected. Nothing has answered. Nothing has meant.
The Relational Cut
Meaning occurs only in first-order acts: answerable instantiations made within a relational cut. Probability, frequency, context-conditioning, and fluency all survive those acts as traces. They never perform them.
The distinction is ontological, not technical.
Why This Matters
LLMs are pedagogically invaluable precisely because they expose this temptation so clearly. They can simulate understanding, context sensitivity, and even self-correction — but they never cross the cut into meaning.
Probability survives acts. It never performs them.
This post continues the Grain of Instantiation series by staging, rather than merely asserting, the ontological distinction between pattern and act.
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