The context is working memory and vanishes when the chat ends. Everything the model knows for good is in the weights: hundreds of billions of numbers, fixed since training.
Most of those numbers sit in the "think alone" blocks between attention rounds. Each block works like an enormous lookup of pattern → nudge. One entry responds when the vector says "fragile thing", another when it says "hard landing", and together they push it toward "shatters". Nobody wrote those entries. They formed because "shatters" kept being the right next word after glasses, vases and eggs met floors.
Why rules rather than a pile of quotes? The network has far fewer numbers than the text it read, so it cannot memorise. The cheapest reliable way to predict text about the world is to carry a compressed model of how the world behaves: what falls, what melts, what stays where it was put, who knows what. An entry that fires on "glass" alone or "dropped" alone is reused in millions of sentences; an entry per sentence is not. Next-word prediction is the pressure; the mechanics are what the weights settle into under it.
You can find the state. Read the model a short story and probe the vector after each sentence: a simple linear read-out recovers whether the glass is currently full or empty, whether the door is open, where the glass is now, and it updates as events happen, though the model was never told to keep a ledger. A model trained only on lists of Othello moves builds the board in its activations and updates it move by move. Hallucination is the flip side: a pattern with no entry behind it still receives a plausible-looking nudge.
For a complexity crowd: a landscape shaped by rain has no rule that says "carve valleys", yet valleys appear because they are the cheap solution. Structure here is the residue of pressure. Nothing in a chat changes the weights; learning only happens during training.