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模型正被故意变笨:用知识换推理,本地跑前沿模型

模型正被故意变笨:AI 能力降级内幕

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做模型部署和 Agent 的同学必看,这篇把‘用知识换推理’的取舍讲透了,还给出了本地跑前沿模型的可行路径,值得收藏。

2026-08-17

2026-08-17

Models Are Getting Dumber on Purpose

模型正有意变得更笨

Walter van der Giessen

沃尔特·范德吉森

Reasoning scores keep climbing while per-token compute keeps dropping. GLM-5.2 scores 99.2% on AIME 2026 with about 40 billion parameters active per token. Qwen3.5 scores 91.3% with 17 billion active. DeepSeek V4-Flash runs 13 billion active. For scale, GPT-4 was rumored to run around 280 billion active parameters in 2023, and it could barely solve an AIME problem. At the small end, Qwen3.5 9B fits in 6GB of VRAM quantized and roughly doubles the score of the next best model under 10B parameters on Artificial Analysis's intelligence index. If you only looked at math and code benchmarks, you'd conclude that models are getting smarter per parameter at an absurd rate.

推理分数持续攀升,而每个令牌的计算量却在不断下降。GLM-5.2 在 AIME 2026 上得分 99.2%,每个令牌活跃参数约 400 亿。Qwen3.5 得分 91.3%,活跃参数 170 亿。DeepSeek V4-Flash 运行 130 亿活跃参数。作为参照,GPT-4 在 2023 年据传运行约 2800 亿活跃参数,却几乎无法解决 AIME 问题。在小模型端,Qwen3.5 9B 量化后仅占用 6GB 显存,在 Artificial Analysis 的智能指数上,其得分大约是 10B 参数以下次优模型的两倍。如果只看数学和代码基准,你会得出结论:模型在每参数智能上正以惊人的速度提升。

They are, on those benchmarks. Ask the same models a plain factual question and the picture flips. On SimpleQA, a benchmark of factual recall with no tools allowed, the current leader is Gemini 2.5 Pro at 53%, so the best recall money can buy still misses half the questions. The small models barely register. Artificial Analysis measures Qwen3.5 4B and 9B at hallucination rates of 80 to 82% on its knowledge benchmark, which means that when they don't know a fact, which is most of the time, they make one up. Ask the 9B for the birth year of a minor 19th-century mathematician and you get a confident, plausible, wrong answer. The parameter count didn't drop for free. Labs are trading world knowledge for reasoning skill, and the trade is deliberate.

在这些基准上确实如此。但问这些模型一个简单的事实性问题,情况就反转了。在 SimpleQA(一个不允许使用工具的事实回忆基准)上,当前领先的是 Gemini 2.5 Pro,得分 53%,因此花钱能买到的最佳回忆能力仍会漏掉一半问题。小模型几乎无法上榜。Artificial Analysis 测得 Qwen3.5 4B 和 9B 在其知识基准上的幻觉率高达 80% 至 82%,这意味着当它们不知道某个事实时(大多数时候都是如此),它们会编造一个。问 9B 模型一位 19 世纪次要数学家的出生年份,你会得到一个自信、貌似合理但错误的答案。参数数量的下降并非没有代价。实验室正在用世界知识换取推理能力,而这种交换是刻意的。

What the parameters were for

参数原本的用途

Facts take space. Research on knowledge capacity (the "Physics of Language Models" series has the cleanest measurements) puts it on the order of two bits of factual knowledge per parameter. If you want a model that knows the birth year of every minor Wikipedia figure, the population of every Dutch municipality, and the argument order of every function in every npm package, you pay for that in weights, and it's a big part of why frontier models grew to trillions of parameters.

事实需要空间。关于知识容量的研究(“语言模型物理学”系列提供了最清晰的测量)表明,每个参数大约对应两位比特的事实知识。如果你想要一个模型知道每位维基百科次要人物的出生年份、每个荷兰市镇的人口,以及每个 npm 包中每个函数的参数顺序,你就得为这些权重付出代价,而这正是前沿模型增长到数万亿参数的重要原因之一。

Reasoning compresses much better than facts do, because it's a relatively small set of procedures applied over and over: break the problem into parts, track intermediate state, check your own work, backtrack when a step fails. Distillation and reinforcement learning on verifiable tasks turn out to transfer those procedures into small models remarkably well. Phi-4 is 14 billion parameters, trained heavily on synthetic textbook-style data, and it's good at math and bad at trivia, which tells you exactly what its training data contained. That mix used to look like a limitation of the synthetic-data approach. It now looks like the design goal.

推理比事实压缩得更好,因为它是一套相对较小的程序,反复应用:将问题分解成部分,跟踪中间状态,检查自己的工作,步骤失败时回溯。蒸馏和基于可验证任务的强化学习被证明能将这些程序出色地转移到小模型中。Phi-4有140亿参数,大量使用合成教科书式数据进行训练,擅长数学但不擅长琐事,这恰好说明了其训练数据的内容。这种组合过去看起来像是合成数据方法的局限,现在看起来像是设计目标。

The knowledge that survives the trade has a shape. These models are generalists: they know a little about nearly everything and almost nothing in depth. Ask one about PostgreSQL and it knows what it is, what it's good at, and roughly how MVCC works, but ask which version added a specific planner feature and you're back to invented facts. That's the right layer to keep in weights, because breadth is what lets a model understand what a question is about, know what to look up, and judge whether a source is plausible. The depth is cheap to retrieve and expensive to store, so it's the part that goes.

在权衡中存活下来的知识有其形态。这些模型是通才:它们对几乎所有事物略知一二,但几乎没有深入的知识。问一个关于PostgreSQL的问题,它知道它是什么、擅长什么,以及MVCC大致如何工作,但问哪个版本添加了特定的规划器特性,你又回到了编造的事实。这是适合保留在权重中的层次,因为广度让模型理解问题是什么、知道该查什么,并判断来源是否可信。深度检索起来便宜但存储起来昂贵,所以它是被舍弃的部分。

Facts rot, procedures don't

事实会腐烂,程序不会

A frontier training run takes months and costs hundreds of millions of dollars, and the moment it finishes, the facts inside it start going stale. Library APIs change, prices change, people change jobs, and half of what a 2024 model believed about the JavaScript ecosystem was outdated before the model shipped. Every fact you bake into weights has a shelf life, and the only way to refresh it is another training run.

前沿训练运行需要数月时间,耗资数亿美元,而一旦完成,其中的事实就开始过时。库API会变,价格会变,人会换工作,2024年模型对JavaScript生态系统的认知中,有一半在模型发布前就已过时。你烘焙进权重的每个事实都有保质期,而刷新它的唯一方法是另一次训练运行。

The procedures don't rot. Algebra worked the same way in 1970 as it does now, and so does breaking a problem down or spotting a contradiction between two sources. A model that's mostly procedure and only lightly loaded with facts doesn't age the way a knowledge-heavy model does. Its training cutoff matters much less, because the current state of the world was never supposed to live in the weights in the first place. I think this is the best argument for the whole approach: it decouples the expensive, slow artifact (the trained model) from the thing that changes daily (what's true).

程序不会腐烂。代数在1970年如何运作,现在也一样,分解问题或发现两个来源之间的矛盾也是如此。一个主要依赖程序、只轻量加载事实的模型,不会像知识密集的模型那样老化。其训练截止日期的重要性大大降低,因为世界的当前状态本来就不该存在于权重中。我认为这是整个方法的最佳论据:它将昂贵、缓慢的产物(训练好的模型)与每天变化的东西(什么是真实的)解耦。

The harness carries the knowledge

框架承载知识

If the model doesn't know things, something else has to, and that something is the harness: retrieval over a knowledge base, tool calls, web search, a filesystem full of docs. I wrote earlier that Rust is a harness for agents, a source of cheap machine-checkable feedback. This is the same shape from the other side. The model contributes reasoning, and everything it reasons about gets supplied at runtime.

如果模型不知道某些事情,那么必须有其他东西知道,而这个东西就是“脚手架”:对知识库的检索、工具调用、网络搜索、装满文档的文件系统。我之前写过,Rust 是智能体的脚手架,是廉价且机器可验证反馈的来源。这是从另一面看同样的结构。模型贡献推理能力,而它推理所依据的一切都在运行时提供。

You can already watch agents work this way. A coding agent doesn't need to have memorized your dependency's API surface, because it greps node_modules or reads the docs before calling anything, and its answer is grounded in the version you actually have installed rather than whichever version dominated the training data. The recall that used to be a fixed cost in every forward pass became an on-demand lookup.

你已经可以看到智能体以这种方式工作。编码智能体不需要记住你依赖项的 API 表面,因为它在调用任何东西之前会 grep node_modules 或阅读文档,而且它的答案基于你实际安装的版本,而不是训练数据中占主导地位的版本。曾经每次前向传播中固定的记忆成本,变成了按需查找。

A frontier model on your GPU

你 GPU 上的前沿模型

Follow the trend a couple of years out and I think we get a model with frontier-quality reasoning, Fable-quality, that runs on a single consumer GPU. The compute half is nearly there. DeepSeek V4-Flash reasons with about 13 billion active parameters per token, well within consumer-GPU range. What doesn't fit is the other 271 billion parameters sitting in its experts, and expert layers are mostly fact storage. That's the part this whole trade makes optional. Strip the knowledge out and total size shrinks toward active size, and a 20 to 40B model at 4-bit quantization fits on the 24GB card that's been sitting in gaming PCs since 2022.

沿着这个趋势再往前看几年,我认为我们会得到一个具有前沿质量推理能力的模型,Fable 级别的,能在单个消费级 GPU 上运行。计算部分几乎已经到位。DeepSeek V4-Flash 每个 token 的推理大约使用 130 亿个活跃参数,完全在消费级 GPU 的范围内。放不下的是其余 2710 亿个参数,它们位于专家层中,而专家层主要是事实存储。这正是整个交易让之变得可选的部分。剥离知识后,总大小会向活跃大小靠拢,一个 20 到 40B 的模型在 4-bit 量化下可以装进自 2022 年以来就存在于游戏 PC 中的 24GB 显卡。

The catch is that it won't know much. Ask it a bare factual question with no tools attached and the right behavior is to say it doesn't know and go look it up. Paired with a decent harness, that's most of what I use a frontier model for today, running locally with no per-token bill and no data leaving the machine.

问题在于它不会知道太多。如果问它一个没有任何工具附带的纯粹事实性问题,正确的行为是承认不知道并去查。配上合适的脚手架,这基本上就是我今天使用前沿模型的大部分场景,在本地运行,没有按 token 计费,数据也不会离开机器。

This mostly solves hallucination

这基本上解决了幻觉问题

The part I find most promising is what this does to hallucination. When a fact lives in weights, a wrong fact is unfindable and unfixable. You can't grep the weights, you can't diff them against last month, and correcting one error means a fine-tune that might break who knows what else. The model states the wrong fact with the same fluent confidence as a right one, and there's no artifact to check it against.

我觉得最有前景的部分是这对幻觉的影响。当一个事实存在于权重中时,错误的事实既无法找到也无法修复。你不能 grep 权重,不能与上个月的版本做 diff,纠正一个错误意味着一次微调,而这次微调可能会破坏谁知道的其他东西。模型以同样流畅的自信陈述错误事实,就像陈述正确事实一样,而且没有可对照检查的工件。

When the fact lives outside the model, a wrong answer has an address. The model cites a document, so you can open the document. If the document is wrong, you edit the document, and every future query gets the correction, which beats waiting for the next training run by roughly a year. Retrieval doesn't get you to zero, since a model can still misread a source or stitch two of them together wrong, but a claim with a source is checkable and a claim from weights isn't. A wrong fact in a knowledge base is an ordinary data bug, the kind we already know how to trace, fix, and write a regression test for.

当事实存在于模型之外时,错误答案就有了地址。模型引用文档,因此您可以打开文档。如果文档有误,您编辑文档,所有未来的查询都会得到修正,这比等待下一次训练运行大约快一年。检索并不能让您达到零错误,因为模型仍可能误读来源或将两个来源错误拼接,但有来源的声明是可核查的,而来自权重的声明则不然。知识库中的错误事实是普通的数据错误,是我们已经知道如何追踪、修复并编写回归测试的那种。

There's a version of this future where the model card stops listing a knowledge cutoff at all, because what's left in the weights goes stale on a scale of years instead of weeks. The model just gets handed the world's current state at runtime, the same way a CPU gets handed a program.

在这个未来版本中,模型卡可能不再列出知识截止日期,因为权重中剩余的内容过时的速度会从周级别变为年级别。模型在运行时直接获取世界的当前状态,就像CPU获取程序一样。

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