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Today's Large Language Models are Essentially BS Machines
(quandyfactory.com)
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It's obviously not "just" luck. We know LLMs learn a variety of semantic models of varying degrees of correctness. It's just that no individual (inner) model is really that great, and most of them are bad. LLMs aren't reliable or predictable (enough) to constitute a human-trustable source of information, but they're not pure gibberish generators.
No, it's true, "luck" might be overstating it. There's a good chance most of what it says is as accurate as the corpus it was trained on. That doesn't personally make me very confident, but ymmv.