Syntax Without Semantics: V-JEPA 2 and String Theory as Isomorphic Failures of the Mechanistic Paradigm

Edward Witten acknowledges that after fifty years, string theory's "unifying principles are not known" and its central result - the AdS/CFT correspondence - is "written in a language we don't understand" (Greene & Witten, 2025). The world-model paradigm asserts that "the kind of thinking you're doing has absolutely nothing to do with language" and that babies learn physics "mostly by observation, really not even through interaction" (LeCun, 2022; 2024) - yet V-JEPA 2 requires "data curation" toward human-labelled benchmarks and exhibits "distribution shift" when evaluated outside curated domains (Assran et al., 2025). This paper demonstrates that both paradigms converge on identical epistemic failure. Both string theory and V-JEPA 2 (Meta's self-supervised video learning system) execute the same eight-stage mechanism: (1) inherited structure enters (general relativity as consistency requirement; human-curated categorical structure), (2) formal processing occurs through opaque machinery (duality transformations; latent space operations), (3) provenance is obscured, (4) outputs are misattributed as emergent understanding, (5) practitioners cannot articulate what their systems comprehend, (6) pseudo-explanations are deployed when pressed (anthropic selection; emergence at scale), (7) the frame problem manifests (relevance undeterminable from within), and (8) second-order blindness operates (failures are converted to apparent virtues). The asymmetry between the fields is instructive. String theory acknowledges gaps within a framework whose premises it does not question. The world-model paradigm asserts premises - about language, thought, and infant learning - contradicted by the entire tradition of philosophy of language from Hamann through Wittgenstein. One field knows what it doesn't know; the other's premises conceal the gap. Both converge on the same result: formal mastery without semantic access. The parallel is not analogy but isomorphism. Both fields instantiate the mechanistic paradigm's core assumption: that formal operations on discrete structures can ground semantic content. Three impossibility constraints establish why this assumption fails: no representation-manipulating system can ground reference; no statistical learner can acquire normativity; no syntactic engine can enter the space of reasons. Both string theory and self-supervised learning satisfy the antecedents; both exhibit the predicted failures. The convergence is diagnostic. When identical failure modes appear in fundamental physics and artificial intelligence - fields with different histories, methodologies, and practitioners - the failure indicates shared assumptions. The mechanistic paradigm has reached its terminal limit: the structural inability to ground semantics in syntax. String theory's mathematical structures underdetermine physical interpretation. AI's computational patterns underdetermine semantic content. Both paradigms pursue the incoherent aspiration to perspectiveless knowledge; both fail because perspectives are constitutive of understanding. This paper does not claim that string theory's mathematics is erroneous or that AI's engineering is useless. The mathematical tools and pattern-recognition capabilities are real achievements. The claim is that these achievements do not constitute what is claimed: physical understanding in string theory, world understanding in AI. Distinguishing achievement from overclaim is essential for deployment decisions, intellectual honesty, and the possibility of genuine progress. The crack runs through two structures. It is the same crack.

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Publication Details

Journal
Zenodo (CERN European Organization for Nuclear Research)
Published
2026-06-19
DOI
https://doi.org/10.5281/zenodo.18235528
Primary Topic
Computability, Logic, AI Algorithms
Type
preprint
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preprint

Syntax Without Semantics: V-JEPA 2 and String Theory as Isomorphic Failures of the Mechanistic Paradigm

Moreno Nourizadeh
Zenodo (CERN European Organization for Nuclear Research)
Computability, Logic, AI Algorithms
preprint

Syntax Without Semantics: V-JEPA 2 and String Theory as Isomorphic Failures of the Mechanistic Paradigm

Moreno Nourizadeh
preprint en

Abstract

Edward Witten acknowledges that after fifty years, string theory's "unifying principles are not known" and its central result - the AdS/CFT correspondence - is "written in a language we don't understand" (Greene & Witten, 2025). The world-model paradigm asserts that "the kind of thinking you're doing has absolutely nothing to do with language" and that babies learn physics "mostly by observation, really not even through interaction" (LeCun, 2022; 2024) - yet V-JEPA 2 requires "data curation" toward human-labelled benchmarks and exhibits "distribution shift" when evaluated outside curated domains (Assran et al., 2025). This paper demonstrates that both paradigms converge on identical epistemic failure. Both string theory and V-JEPA 2 (Meta's self-supervised video learning system) execute the same eight-stage mechanism: (1) inherited structure enters (general relativity as consistency requirement; human-curated categorical structure), (2) formal processing occurs through opaque machinery (duality transformations; latent space operations), (3) provenance is obscured, (4) outputs are misattributed as emergent understanding, (5) practitioners cannot articulate what their systems comprehend, (6) pseudo-explanations are deployed when pressed (anthropic selection; emergence at scale), (7) the frame problem manifests (relevance undeterminable from within), and (8) second-order blindness operates (failures are converted to apparent virtues). The asymmetry between the fields is instructive. String theory acknowledges gaps within a framework whose premises it does not question. The world-model paradigm asserts premises - about language, thought, and infant learning - contradicted by the entire tradition of philosophy of language from Hamann through Wittgenstein. One field knows what it doesn't know; the other's premises conceal the gap. Both converge on the same result: formal mastery without semantic access. The parallel is not analogy but isomorphism. Both fields instantiate the mechanistic paradigm's core assumption: that formal operations on discrete structures can ground semantic content. Three impossibility constraints establish why this assumption fails: no representation-manipulating system can ground reference; no statistical learner can acquire normativity; no syntactic engine can enter the space of reasons. Both string theory and self-supervised learning satisfy the antecedents; both exhibit the predicted failures. The convergence is diagnostic. When identical failure modes appear in fundamental physics and artificial intelligence - fields with different histories, methodologies, and practitioners - the failure indicates shared assumptions. The mechanistic paradigm has reached its terminal limit: the structural inability to ground semantics in syntax. String theory's mathematical structures underdetermine physical interpretation. AI's computational patterns underdetermine semantic content. Both paradigms pursue the incoherent aspiration to perspectiveless knowledge; both fail because perspectives are constitutive of understanding. This paper does not claim that string theory's mathematics is erroneous or that AI's engineering is useless. The mathematical tools and pattern-recognition capabilities are real achievements. The claim is that these achievements do not constitute what is claimed: physical understanding in string theory, world understanding in AI. Distinguishing achievement from overclaim is essential for deployment decisions, intellectual honesty, and the possibility of genuine progress. The crack runs through two structures. It is the same crack.

Zenodo (CERN European Organization for Nuclear Research)
Computability, Logic, AI Algorithms
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