Distinguishing Performance From Competence in Evaluations of Humanlike Abstract Reasoning

AI reasoning models have exceeded human performance on the ARC-AGI-1 benchmark, but does that mean state-of-the-art models have the underlying competence, humanlike abstract reasoning, the benchmark was designed to test? Here we investigate the abstraction abilities of AI models using the closely related but simpler ConceptARC benchmark. Our evaluations vary input modality (textual vs. visual), use of external Python tools, and reasoning effort. Beyond output accuracy, we evaluate the natural-language rules that models generate to explain their solutions, enabling us to assess whether models recognize the abstractions that ConceptARC was designed to elicit. We show that the best models’ rules are frequently based on less abstract, more domain-specific concepts, capturing intended abstractions considerably less often than humans. In the visual modality, AI models’ output accuracy drops sharply; however, our rule-level analysis reveals that a substantial share of their rules capture intended abstractions, even as the models struggle to apply these concepts to generate correct solutions. In short, we show that using performance (accuracy) alone can substantially overestimate AI competence in textual modalities while underestimating it in visual modalities, an illustration of the risk of mistaking performance for competence.