JOURNAL ARTICLE

Theory Is All You Need: AI, Human Cognition, and Causal Reasoning.

  • Published In: Strategy Science (INFORMS), 2024, v. 9, n. 4. P. 346 1 of 3

  • Database: Business Source Ultimate 2 of 3

  • Authored By: Felin, Teppo; Holweg, Matthias 3 of 3

Abstract

This article critically examines the differences between artificial intelligence (AI) and human cognition, arguing that AI’s data-driven, prediction-based approach fundamentally differs from human theory-based causal reasoning. While AI systems, such as large language models (LLMs), excel at processing vast amounts of past data to generate fluent outputs, they lack the forward-looking capacity to generate genuine novelty, new knowledge, or causal understanding necessary for decision making under uncertainty. The authors illustrate this distinction through examples like language learning and the historical case of heavier-than-air flight, emphasizing that human cognition involves data–belief asymmetries where beliefs can precede and motivate the generation of new data via experimentation. They conclude that AI’s reliance on past data and statistical associations limits its ability to replace human decision making in uncertain and novel contexts, highlighting opportunities for future research on human–AI collaboration, task-specific capabilities, and the theoretical foundations of cognition.

Additional Information

  • Source:Strategy Science (INFORMS). 2024/12, Vol. 9, Issue 4, p346
  • Document Type:Article
  • Subject Area:Computer Science
  • Publication Date:2024
  • ISSN:2333-2050
  • DOI:10.1287/stsc.2024.0189
  • Accession Number:181625076
  • Copyright Statement:Copyright of Strategy Science (INFORMS) is the property of INFORMS: Institute for Operations Research & the Management Sciences and its content may not be copied or emailed to multiple sites without the copyright holder's express written permission. Additionally, content may not be used with any artificial intelligence tools or machine learning technologies. However, users may print, download, or email articles for individual use. This abstract may be abridged. No warranty is given about the accuracy of the copy. Users should refer to the original published version of the material for the full abstract. (Copyright applies to all Abstracts.)

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