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The paper

Operator–Operand Factorization in LLM Residual Streams: Causal Influence and Compositional Sufficiency — Matias Podeley, independent researcher. Submitted to BlackboxNLP 2026 (co-located with EMNLP, Budapest).

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Abstract

How do language models represent a relational operation — currency-of, capital-of — as distinct from the entity it applies to? We separate three levels of evidence. Representation: a two-way effects decomposition of the query-position state is ~90% additive in operand and operator across Qwen3-1.7B/8B and Gemma-2-9B, and the steering vector is identically the decomposition's operator main effect. Causal influence: adding the operator difference flips the target-vs-source answer margin for every ordered relation pair in all three models; the decisive nulls — directions rebuilt under permuted relation labels, and random directions inside the operator subspace — abolish the effect. Behavioral sufficiency: a per-layer residual trajectory composed from the decomposition's parts, μ + operand + operator, patched at the query position, makes the model produce the target answer at its own accuracy level; components built without the target cell still generate, and swapping the operand component redirects the answer. The interaction term adds nothing detectable — and the earlier failure of additive steering to generate was a dose artifact: an out-of-sample-calibrated dose generates at the same level, while overdosing inflates the margin as it pushes the state off-manifold. The structure generalizes (held-out operands, re-worded prompts, a second domain), separates the operation from its surface word, and does not emerge for arithmetic or logic under the identical pipeline.

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Cite it

@misc{podeley2026operator,
  title  = {Operator--Operand Factorization in LLM Residual Streams:
            Causal Influence and Compositional Sufficiency},
  author = {Podeley, Matias},
  year   = {2026},
  url    = {https://mpodeley.github.io/assembled-thought/},
  note   = {Code: https://github.com/mpodeley/jspace-qwen}
}

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