LLM sequential decision making under uncertainty in biochemical domains
Mattias Akke, Soojung Yang, Jurgis Ruža, Sathya Edamadaka, Rafael Gómez-Bombarelli
Abstract
Large language models (LLMs) are increasingly used to drive scientific discovery. Understanding how LLMs make decisions from new data and memory of the literature is vital before trusting them to design experiments under tight experimental budgets. However, their decision strategies are invisible in the current performance scores used to evaluate research agents. Here, we benchmark five frontier LLMs in a Bayesian Optimization setting against published statistical baselines on seven combinatorial datasets spanning protein engineering, reaction optimization, molecular design, peptide self-assembly, and catalysis. Performance is paired with direct measurements of model beliefs and actions, enabling highly resolved behavior analysis. A prompt ablation that progressively strips context separates memorization from chemical reasoning and from bare categorical optimization. Prior chemical knowledge helps in expectation, but with high variance and occasionally even harms performance. No configuration tested decisively beats a mean statistical baseline across domains. Belief-movement and Martingale diagnostics, corrected here for a measurement-noise bias that mislabels rational agents as irrational, show that models overreact to incoming data rather than entrenching on their priors in the contexts studied here. Interestingly, while LLM actions are exploitative, models sincerely intend to explore and consistently act on that intent. This failure is a competence gap arising from context-stickiness. Removing in-context history restores exploration, indicating that priors and data must be decoupled to achieve effective LLM-driven discovery.