A new study tests a boundary that token-budget metrics miss: whether an agent can reconstruct what the harness discards.
In a pre-registered synthetic experiment, truncation preserved success when a missing fact could be retrieved again but drove performance toward chance when it could not. A second-provider replication showed the same distinction. Separate ARC-AGI-3 ablations suggest summaries and notes can recover much of a harness gap without replaying earlier reasoning.
Evidence & limits. The ARC experiment covers one model, four games and one counted run per configuration/game. Component shares are fragile estimates, not a general ranking of memory strategies. Code, preregistration and analysis outputs are public; not all raw transcripts are included.
Classify state by recoverability before compression. Tool-readable facts and one-time observations should not have the same eviction policy. Test success after the information is actually removed.