item 21: GSM carry-cot 57.4% (5x prior best); control isolates whiteboard to drop-bucket; E2-N/A2 planned
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@@ -494,3 +494,28 @@ no fixed k solves but some k does.
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Honest note: arm outputs are VISIBLE tokens (~40) — this is the
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budget-CoT-with-loop hybrid, a scope change from latent planning,
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run at Nils's explicit direction ("do gsm8k and such").
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--- Outcome, item 21 (scored 2026-07-16 ~06:30). Harvest: 427 verified
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terse CoTs (292 hard, 135 easy; 73.5% yield, ~3 min). Grid (n=256,
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base 10.9/93.1/0.8/0.0 overall/easy/hard/drop):
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arm A carry 2:2 53.9 (82.8 / 60.6 / 37.0)
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arm A carry 2:6 57.4 (72.4 / 63.8 / 45.0)
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control FF 2:2 49.6 (79.3 / 59.8 / 28.0)
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control FF 2:6 54.7 (82.8 / 66.9 / 31.0)
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(a) CONFIRMED, dramatically: best cell 57.4% vs the previous best GSM
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arm's 12.1% — a 5x jump to full-CoT territory (~53%) at ~1/4 the
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visible tokens. Dense verified supervision was indeed the binding
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constraint; the supervision-density theory of the GSM failure is now
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POSITIVELY confirmed, not just by absence. (b) MIXED: A-vs-B delta
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+4.3 at p=2 (clears the >=3 bar), +2.7 at p=6 (misses); hard/easy
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shuffle within noise between arms, BUT the whiteboard shows a
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consistent, specific signature: DROP items (unreachable by the base
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model even with full CoT at labeling) — A beats B by +9 and +14 points
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there in the two cells. Interpretation: scratchpad supervision carries
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the bulk; the carry chain specifically extends reach into previously
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unreachable problems. McNemar p-values pending (mcnemar_carrycot.py
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ready; classifier-blocked at scoring time). (c) CONFIRMED: easy damage
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much reduced vs answer-only carry (83->72-83 vs 83->45). Ladder gate:
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technically met at p=2; decision on stage B/A2/E2-N deferred to the
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morning review with the p-values in hand — the drop-bucket signature,
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if it survives pairing, is the strongest argument for continuing.
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