Daily Papers

Humans imagine scene changes under hypothetical motions, an ability central to spatial reasoning and robotic planning. However, this capability remains underexplored in vision-language models and world models. We formalize this capability as Counterfactual Spatial Imagination (CSI) and introduce FlowBench, a resource for training and evaluating both, with 428K training examples spanning simulated and real-world scenes, household environments and tabletop manipulation, and diverse question types. A scalable, fully automatic pipeline pairs each hypothetical motion with spatial questions and, in simulation, exact outcome frames and optical flow. For VLMs, proprietary models exhibit an imagination gap, performing worse when motion outcomes must be inferred than when observed, and open-source models perform near chance; fine-tuning Qwen3-VL-8B on FlowBench-Sim-Train raises its accuracy by 29.5 percentage points in simulation and 16.9 on real images, a strong sim-to-real transfer. For world models, training on FlowBench-Sim improves text-to-flow prediction for all four model families we test, raising the accuracy of Psi-0.6 from 52.1% to 61.7%. FlowBench thus serves as a training and evaluation resource for both. Code and datasets are released at https://github.com/liuyifan22/FlowBench.

This paper presents a way of enhancing the reliability of Large Multimodal Models (LMMs) in addressing hallucination effects, where models generate incorrect or unrelated responses. Without additional instruction tuning paradigm, we introduce Counterfactual Inception, a novel method that implants counterfactual thoughts into LMMs using carefully chosen, misaligned counterfactual keywords. This method is grounded in the concept of counterfactual thinking, a cognitive process where humans consider alternative realities and outcomes. By applying this human-like reasoning mechanism to LMMs, we aim to reduce hallucination effects and improve the models' trustworthiness. We also propose Dual-modality Verification Process (DVP), a rigorous framework for selecting optimal counterfactual keywords to trigger counterfactual thinking into LMMs, concurrently considering visual and linguistic context. Our extensive experiments across various LMMs, including both open-source and proprietary models, corroborate that our method significantly mitigates hallucination phenomena across different datasets.

Humans reason about the physical world by flexibly combining different forms of inference as a problem unfolds. Achieving this flexibility is a major open challenge in AI: capabilities often remain separated across specialized models, limiting how they can be composed and jointly adapted to a task. We introduce Ψ-0.6, a unified vision-language world model that adaptively composes perception, language, geometry, and simulation within a shared reasoning process we call streams of thought. These streams interleave images, text, and explicit representations of geometry and motion, all of which the model can generate and interpret through a shared token interface. Ψ-0.6 surpasses leading open-weight models zero-shot on multi-view spatial reasoning, with further gains from reasoning through geometric intermediates. It also supports counterfactual simulation: generating and interpreting imagined scenes to determine, for example, whether moving an object would obstruct a pathway. Reinforcement learning from task feedback jointly optimizes the selection, generation, and use of intermediate representations, improving visual question-answering accuracy with gains that transfer to unseen benchmarks. Ψ-0.6 offers a path toward adaptive physical reasoning -- not only predicting the physical world but also choosing the representations through which to reason.

Despite rapid progress in Multimodal Large Language Models (MLLMs), visual spatial reasoning remains unreliable when correct answers depend on how a scene would appear under unseen or alternative viewpoints. Recent work addresses this by augmenting reasoning with world models for visual imagination, but questions such as when imagination is actually necessary, how much of it is beneficial, and when it becomes harmful, remain poorly understood. In practice, indiscriminate imagination can increase computation and even degrade performance by introducing misleading evidence. In this work, we present an in-depth analysis of test-time visual imagination as a controllable resource for spatial reasoning. We study when static visual evidence is sufficient, when imagination improves reasoning, and how excessive or unnecessary imagination affects accuracy and efficiency. To support this analysis, we introduce AVIC, an adaptive test-time framework with world models that explicitly reasons about the sufficiency of current visual evidence before selectively invoking and scaling visual imagination. Across spatial reasoning benchmarks (SAT, MMSI) and an embodied navigation benchmark (R2R), our results reveal clear scenarios where imagination is critical, marginal, or detrimental, and show that selective control can match or outperform fixed imagination strategies with substantially fewer world-model calls and language tokens. Overall, our findings highlight the importance of analyzing and controlling test-time imagination for efficient and reliable spatial reasoning.

Text-to-image (T2I) generation models have achieved remarkable progress in producing visually realistic images from natural language prompts. Yet it remains unclear whether their success reflects genuine causal understanding or sophisticated pattern matching over visual-textual correlations. Inspired by Russell's inductivist turkey, we introduce Counterfactual-World (CF-World), a counterfactual benchmark designed to investigate whether text-to-image models can generate images under rules that systematically contradict real-world priors. CF-World organizes each scenario into three progressive levels: factual generation under ordinary world knowledge, explicit counterfactual generation with direct visual instructions, and implicit counterfactual generation requiring causal deduction from altered rules. We evaluate both open-source and closed-source T2I models using a Vision Language Model (VLM)-based evaluator (CF-Eval). Furthermore, we introduce two metrics: Prior Resistance Rate (PRR), which measures a model's ability to overcome entrenched real-world priors, and Reasoning Retention Rate (RRR), which assesses whether models can maintain reasoning-dependent counterfactual generation without explicit visual cues. Experiments show that all models exhibit sharp degradation from factual to counterfactual settings. Further analyses suggest that these failures arise because current T2I models encode world knowledge and visual appearances as tightly coupled patterns. Consequently, their heavy reliance on frequent visual co-occurrences within the training data forces them to default to familiar commonsense priors when tasked with rendering counterfactual worlds.

Multimodal Large Language Models (MLLMs) perform well on tasks such as visual question answering, but it remains unclear whether their reasoning relies more on memorized world knowledge or on the visual information present in the input image. To investigate this, we introduce Visual CounterFact, a new dataset of visually-realistic counterfactuals that put world knowledge priors (e.g, red strawberry) into direct conflict with visual input (e.g, blue strawberry). Using Visual CounterFact, we show that model predictions initially reflect memorized priors, but shift toward visual evidence in mid-to-late layers. This dynamic reveals a competition between the two modalities, with visual input ultimately overriding priors during evaluation. To control this behavior, we propose Pixels Versus Priors (PvP) steering vectors, a mechanism for controlling model outputs toward either world knowledge or visual input through activation-level interventions. On average, PvP successfully shifts 92.5% of color and 74.6% of size predictions from priors to counterfactuals. Together, these findings offer new tools for interpreting and controlling factual behavior in multimodal models.

Multimodal counterfactual reasoning is a vital yet challenging ability for AI systems. It involves predicting the outcomes of hypothetical circumstances based on vision and language inputs, which enables AI models to learn from failures and explore hypothetical scenarios. Despite its importance, there are only a few datasets targeting the counterfactual reasoning abilities of multimodal models. Among them, they only cover reasoning over synthetic environments or specific types of events (e.g. traffic collisions), making them hard to reliably benchmark the model generalization ability in diverse real-world scenarios and reasoning dimensions. To overcome these limitations, we develop a video question answering dataset, ACQUIRED: it consists of 3.9K annotated videos, encompassing a wide range of event types and incorporating both first and third-person viewpoints, which ensures a focus on real-world diversity. In addition, each video is annotated with questions that span three distinct dimensions of reasoning, including physical, social, and temporal, which can comprehensively evaluate the model counterfactual abilities along multiple aspects. We benchmark our dataset against several state-of-the-art language-only and multimodal models and experimental results demonstrate a significant performance gap (>13%) between models and humans. The findings suggest that multimodal counterfactual reasoning remains an open challenge and ACQUIRED is a comprehensive and reliable benchmark for inspiring future research in this direction.

Out of everything the human brain processes, only a small fraction is consciously accessible, in the sense of being available for verbal report, deliberate control, and flexible reasoning. In this paper, we present evidence that an analogous functional distinction has emerged in large language models. Using a new interpretability technique, the Jacobian lens, we identify the representations a model is poised to verbalize at any point in its processing. These representations, which we collectively call the J-space, exhibit the functional properties characteristic of a global workspace: their contents can be reported, deliberately summoned and held, used to carry the intermediate steps of silent reasoning, and passed as arguments to arbitrary downstream computations, while automatic processing such as text parsing and routine inference proceeds without them. The J-space also has structural signatures that global workspace theory associates with conscious access: it carries coherent content only in an intermediate band of layers, holds on the order of tens of concepts at a time, and is broadcast by the model's weights more widely than other representations. These properties make it a practical window into a model's unspoken thinking. In alignment audits, it reveals strategic deliberation, evaluation awareness, and trained-in misaligned dispositions that never appear in the model's outputs. We find that post-training installs the Assistant's point of view in the workspace, and we introduce counterfactual reflection training, which improves behavior by training only what a model would say if interrupted and asked to reflect. These results indicate that language models maintain a small, privileged set of representations bearing some of the functional hallmarks of conscious access, and that decoding these representations sheds light on ongoing cognitive processes.

World Action Models (WAMs) improve planning by incorporating future world evolution into action generation, yet existing methods allocate a fixed imagination budget to every scene. We propose RISE (Refining Imagination through SElective Rollout), a system-level adaptive imagination framework that makes sequential Roll/Stop decisions according to the expected planning benefit of continued rollout. At each step, a Latent Evaluator estimates the risk revealed by the current prefix and how much planning could improve if imagination continues, while a Rollout Gate weighs this expected benefit against additional computation cost. Since factual driving logs expose only one realized future, we further construct CounterDrive, a counterfactual dataset with diverse outcomes and risk levels, to enrich future dynamics and provide localized risk supervision. Each retained sample undergoes expert verification and annotation of trajectory validity, incident onset, and causal category, providing a reusable resource for safety-critical world-modeling research. Experiments on NAVSIM and nuScenes show that RISE achieves the best overall planning performance while reducing unnecessary rollout, with additional transfer results supporting its plug-in generality across WAM architectures.

Action-conditioned world models offer a scalable alternative to costly real-world interaction for improving robot policies. However, existing world-model-based methods largely treat world models as forward-only surrogates of the physical environment, leaving untapped a capability no physical environment affords: rewinding to past decision points to explore counterfactual futures. We introduce Rollback, a policy improvement paradigm that turns world models from passive simulators into counterfactual engines: it rolls back to critical decision points, branches into alternative actions, and contrasts their outcomes to attribute success to individual decisions. This concentrates imagination where it matters most and distills counterfactual outcomes into fine-grained, action-level supervision without a separately learned value model. We build a scalable training system that unifies distributed world-model search with asynchronous real-robot execution, forming a self-reinforcing cycle: real-world experience continually sharpens the world model, and a sharper world model in turn drives further policy improvement. We term the world-model side of this cycle test-time physics grounding, a capability that hand-built physics simulators lack: while the world model serves as the training environment, real transitions from the policy it trains correct its dynamics through a lightweight LoRA pipeline. Experiments on three challenging real-world tasks show that Rollback improves success rates over the strongest baseline by an absolute 10.67%, 11.11%, and 11.85% on block extraction, ball tossing, and tabletop curling, respectively, while achieving more stable improvement throughout training. Although initialized from teleoperated demonstrations far below human level, Rollback surpasses the average success rate of human players on both ball tossing and tabletop curling within 8 hours of training.

Visual world models increasingly support spatial reasoning by generating RGB views of unobserved states. However, RGB has become the default interface largely because it is well suited for visual generation, rather than necessarily being the most effective representation for downstream reasoning. Different spatial questions may benefit from different representations of the same imagined state: top-down geometry can facilitate global distance comparisons, while panoramic views provide broader context for reasoning about open space. To isolate the role of representation in spatial imagination, we introduce ImagiRep, a simulator-grounded benchmark of 922 questions spanning seven question types across two settings, Viewpoint Imagination and Cross-view Integration, providing oracle RGB and six alternative representations (e.g., depth, panoramic views, and top-down geometry) of the same unobserved state. This controlled comparison reveals that even accurate imagined RGB does not guarantee accurate spatial reasoning, and different questions benefit from different representations. Similar trends hold for representations derived from world-model-estimated states. Notably, estimated RGB alone can mislead spatial reasoning, while alternative representations retain complementary benefits. Building on these findings, we introduce GEARS, a lightweight test-time strategy for adaptive representation selection, outperforming existing spatial imagination methods and showing that reasoning about unseen states requires more than generating RGB views.

Genuine spatial reasoning relies on the capacity to construct and manipulate coherent internal spatial representations, often conceptualized as mental models, rather than merely processing surface linguistic associations. While large language models exhibit advanced capabilities across various domains, existing benchmarks fail to isolate this intrinsic spatial cognition from statistical language heuristics. Furthermore, multimodal evaluations frequently conflate genuine spatial reasoning with visual perception. To systematically investigate whether models construct flexible spatial mental models, we introduce SpatialText, a theory-driven diagnostic framework. Rather than functioning simply as a dataset, SpatialText isolates text-based spatial reasoning through a dual-source methodology. It integrates human-annotated descriptions of real 3D indoor environments, which capture natural ambiguities, perspective shifts, and functional relations, with code-generated, logically precise scenes designed to probe formal spatial deduction and epistemic boundaries. Systematic evaluation across state-of-the-art models reveals fundamental representational limitations. Although models demonstrate proficiency in retrieving explicit spatial facts and operating within global, allocentric coordinate systems, they exhibit critical failures in egocentric perspective transformation and local reference frame reasoning. These systematic errors provide strong evidence that current models rely heavily on linguistic co-occurrence heuristics rather than constructing coherent, verifiable internal spatial representations. SpatialText thus serves as a rigorous instrument for diagnosing the cognitive boundaries of artificial spatial intelligence.

Large Vision-Language Models (LVLMs) have demonstrated remarkable capabilities in multimodal reasoning. However, prevailing reinforcement learning (RL) paradigms lack explicit counterfactual enhancement and causal learning mechanisms. This fundamental deficiency results in severe grounding failures, manifesting as a tendency to ignore visual evidence in favor of language priors or exhibiting hallucination drift during long chain-of-thought reasoning. To address this root cause, we propose CounterFactual Policy Optimization (CFPO), a novel framework that enforces causal consistency between visual perception and textual reasoning. CFPO introduces a cross-modal counterfactual enhancement mechanism, which regularizes the policy by maximizing the discrepancy between the model's predictions and those from a counterfactual state where critical visual cues are suppressed. This approach seamlessly integrates with standard algorithms like GRPO and DAPO without requiring external reward models or additional supervision. Extensive experiments demonstrate that CFPO significantly improves reasoning fidelity, achieving consistent gains of 3.17%-6.25% over standard RL baselines and 1.32%-2.13% over the state-of-the-art perception-aware method (PAPO). Code is available at https://github.com/Raven-July/CFPO.

Vision language models (VLMs) excel at many tasks but still struggle with spatial reasoning when critical information is not directly observable. Many such problems require imaginative perception: inferring what would be seen from an unseen viewpoint, tracing paths through occluded spaces, or integrating partial observations into a coherent spatial representation. We introduce Imaginative Perception Tokens (IPT), intermediate perceptual representations that externalize what a VLM would perceive under alternative spatial configurations while remaining consistent with the observed input. To study this capability, we formulate three tasks, Perspective Taking (PET), Path Tracing (PT), and Multiview Counting (MVC), and construct datasets of approximately 20K examples with ground truth imaginations, answers, and evaluation benchmarks. Using the unified VLM BAGEL as the backbone, IPT supervision consistently improves spatial reasoning and often outperforms textual chain of thought training, even without generating images at inference time. On MVC, IPT improves accuracy by 3.4% and achieves competitive performance with strong closed-source models on PT. We further find that combining IPT and label-only supervision yields additional gains, whereas textual chain of thought can substantially degrade performance, suggesting a modality mismatch when spatial computation is forced through language. Overall, IPT provides a principled supervision signal for reasoning about unobserved spatial structure, improving generalization while producing interpretable intermediate representations.

This paper presents a systematic defense of large language model (LLM) hallucinations or 'confabulations' as a potential resource instead of a categorically negative pitfall. The standard view is that confabulations are inherently problematic and AI research should eliminate this flaw. In this paper, we argue and empirically demonstrate that measurable semantic characteristics of LLM confabulations mirror a human propensity to utilize increased narrativity as a cognitive resource for sense-making and communication. In other words, it has potential value. Specifically, we analyze popular hallucination benchmarks and reveal that hallucinated outputs display increased levels of narrativity and semantic coherence relative to veridical outputs. This finding reveals a tension in our usually dismissive understandings of confabulation. It suggests, counter-intuitively, that the tendency for LLMs to confabulate may be intimately associated with a positive capacity for coherent narrative-text generation.

Large Language Models (LLMs) are now increasingly widely used to simulate personas in virtual environments, leveraging their instruction-following capability. However, we discovered that even state-of-the-art LLMs cannot simulate personas with reversed performance (e.g., student personas with low proficiency in educational settings), which impairs the simulation diversity and limits the practical applications of the simulated environments. In this work, using mathematical reasoning as a representative scenario, we propose the first benchmark dataset for evaluating LLMs on simulating personas with reversed performance, a capability that we dub "counterfactual instruction following". We evaluate both open-weight and closed-source LLMs on this task and find that LLMs, including the OpenAI o1 reasoning model, all struggle to follow counterfactual instructions for simulating reversedly performing personas. Intersectionally simulating both the performance level and the race population of a persona worsens the effect even further. These results highlight the challenges of counterfactual instruction following and the need for further research.

Despite recent progress in 3D-LLMs, they remain limited in accurately grounding language to visual and spatial elements in 3D environments. This limitation stems in part from training data that focuses on language reasoning rather than spatial understanding due to scarce 3D resources, leaving inherent grounding biases unresolved. To address this, we propose 3D scene editing as a key mechanism to generate precise visual counterfactuals that mitigate these biases through fine-grained spatial manipulation, without requiring costly scene reconstruction or large-scale 3D data collection. Furthermore, to make these edits targeted and directly address the specific weaknesses of the model, we introduce DEER-3D, an error-driven framework following a structured "Decompose, Diagnostic Evaluation, Edit, and Re-train" workflow, rather than broadly or randomly augmenting data as in conventional approaches. Specifically, upon identifying a grounding failure of the 3D-LLM, our framework first diagnoses the exact predicate-level error (e.g., attribute or spatial relation). It then executes minimal, predicate-aligned 3D scene edits, such as recoloring or repositioning, to produce targeted counterfactual supervision for iterative model fine-tuning, significantly enhancing grounding accuracy. We evaluate our editing pipeline across multiple benchmarks for 3D grounding and scene understanding tasks, consistently demonstrating improvements across all evaluated datasets through iterative refinement. DEER-3D underscores the effectiveness of targeted, error-driven scene editing in bridging linguistic reasoning capabilities with spatial grounding in 3D LLMs.

Counterfactual image generation presents significant challenges, including preserving identity, maintaining perceptual quality, and ensuring faithfulness to an underlying causal model. While existing auto-encoding frameworks admit semantic latent spaces which can be manipulated for causal control, they struggle with scalability and fidelity. Advancements in diffusion models present opportunities for improving counterfactual image editing, having demonstrated state-of-the-art visual quality, human-aligned perception and representation learning capabilities. Here, we present a suite of diffusion-based causal mechanisms, introducing the notions of spatial, semantic and dynamic abduction. We propose a general framework that integrates semantic representations into diffusion models through the lens of Pearlian causality to edit images via a counterfactual reasoning process. To our knowledge, this is the first work to consider high-level semantic identity preservation for diffusion counterfactuals and to demonstrate how semantic control enables principled trade-offs between faithful causal control and identity preservation.

Counterfactual reasoning, a hallmark of intelligence, consists of three steps: inferring latent variables from observations (abduction), constructing alternatives (interventions), and predicting their outcomes (prediction). This skill is essential for advancing LLMs' causal understanding and expanding their applications in high-stakes domains such as scientific research. However, existing efforts in assessing LLM's counterfactual reasoning capabilities tend to skip the abduction step, effectively reducing to interventional reasoning and leading to overestimation of LLM performance. To address this, we introduce executable counterfactuals, a novel framework that operationalizes causal reasoning through code and math problems. Our framework explicitly requires all three steps of counterfactual reasoning and enables scalable synthetic data creation with varying difficulty, creating a frontier for evaluating and improving LLM's reasoning. Our results reveal substantial drop in accuracy (25-40%) from interventional to counterfactual reasoning for SOTA models like o4-mini and Claude-4-Sonnet. To address this gap, we construct a training set comprising counterfactual code problems having if-else condition and test on out-of-domain code structures (e.g. having while-loop); we also test whether a model trained on code would generalize to counterfactual math word problems. While supervised finetuning on stronger models' reasoning traces improves in-domain performance of Qwen models, it leads to a decrease in accuracy on OOD tasks such as counterfactual math problems. In contrast, reinforcement learning induces the core cognitive behaviors and generalizes to new domains, yielding gains over the base model on both code (improvement of 1.5x-2x) and math problems. Analysis of the reasoning traces reinforces these findings and highlights the promise of RL for improving LLMs' counterfactual reasoning.

Large-scale video generation models are increasingly viewed as a promising path toward world models, yet their ability to capture causally coherent physical dynamics remains poorly understood. Existing evaluations largely emphasize visual quality, prompt adherence, or broad physical plausibility, leaving open whether a model can faithfully realize a complete causal cascade, in which an initiating event propagates through causally dependent interactions to a terminal outcome. We introduce CausalCascade, a simulator-grounded benchmark centered on 50 event-rich Blender scenes with structured event graphs, graph-grounded diagnostic VQA, three levels of future-event specification, and 2,832 controlled counterfactual variants, and use it to evaluate nine image-to-video models with complementary motion-, event-, and counterfactual-level diagnostics. Across the evaluated models, generated motion is more reliably localized spatially than realized with correct spatiotemporal evolution, while richer future-event specification improves event recovery but leaves physical realization limited. Counterfactual evaluation further reveals weak selective responsiveness to physical interventions, while most audited failures are foundational, arising at scene consistency or event occurrence. Together, these results position causal cascade generation as a process-level test of world modeling and highlight the need to jointly recover the intended future, faithfully realize its physical evolution, selectively respond to physical interventions, and maintain a coherent physical world over time. Code and dataset are available at https://github.com/SJTU-DeepDeltaLab/CausalCascade .

Counterfactual reasoning requires models to reason beyond the observed world and explain how altered conditions propagate through downstream consequences. Existing benchmarks largely target bounded settings with fixed variables or single gold outcomes, overlooking open-domain scenarios requiring causal-process evaluation. To this end, we present WhatIfBench, a diagnostic benchmark for open-domain, open-form, long-horizon counterfactual causal reasoning, containing 220 what-if questions across STEM, HSS, and Hybrid scenarios. To evaluate free-form responses, we further propose PRISM, which first converts each natural-language explanation into a Response-Derived Semantic Causal Graph of events, states, and mechanisms. On top of this graph, PRISM then jointly applies a Process Metric assessing graph-level causal validity and a Rubric Metric assessing answer-level explanatory adequacy. Evaluating six frontier LLMs with this framework, we find that WhatIfBench remains far from saturated: even the strongest model reaches only a 64.62% final score. Further analysis reveals persistent causal gaps, premise drift, and topology fragmentation, suggesting that fluent counterfactual narratives often mask fragile causal processes. The benchmark, code, and evaluation scripts are available at https://github.com/zju-gt/WhatIfBench{WhatIfBench}.

Nowadays, deep vision models are being widely deployed in safety-critical applications, e.g., autonomous driving, and explainability of such models is becoming a pressing concern. Among explanation methods, counterfactual explanations aim to find minimal and interpretable changes to the input image that would also change the output of the model to be explained. Such explanations point end-users at the main factors that impact the decision of the model. However, previous methods struggle to explain decision models trained on images with many objects, e.g., urban scenes, which are more difficult to work with but also arguably more critical to explain. In this work, we propose to tackle this issue with an object-centric framework for counterfactual explanation generation. Our method, inspired by recent generative modeling works, encodes the query image into a latent space that is structured in a way to ease object-level manipulations. Doing so, it provides the end-user with control over which search directions (e.g., spatial displacement of objects, style modification, etc.) are to be explored during the counterfactual generation. We conduct a set of experiments on counterfactual explanation benchmarks for driving scenes, and we show that our method can be adapted beyond classification, e.g., to explain semantic segmentation models. To complete our analysis, we design and run a user study that measures the usefulness of counterfactual explanations in understanding a decision model. Code is available at https://github.com/valeoai/OCTET.

Procedural planning, which entails decomposing a high-level goal into a sequence of temporally ordered steps, is an important yet intricate task for machines. It involves integrating common-sense knowledge to reason about complex contextualized situations that are often counterfactual, e.g. "scheduling a doctor's appointment without a phone". While current approaches show encouraging results using large language models (LLMs), they are hindered by drawbacks such as costly API calls and reproducibility issues. In this paper, we advocate planning using smaller language models. We present PlaSma, a novel two-pronged approach to endow small language models with procedural knowledge and (counterfactual) planning capabilities. More concretely, we develop symbolic procedural knowledge distillation to enhance the implicit knowledge in small language models and an inference-time algorithm to facilitate more structured and accurate reasoning. In addition, we introduce a novel task, Counterfactual Planning, that requires a revision of a plan to cope with a counterfactual situation. In both the original and counterfactual setting, we show that orders-of-magnitude smaller models (770M-11B parameters) can compete and often surpass their larger teacher models' capabilities.

While Vision-Language Models (VLMs) have shown strong visual reasoning capabilities, their spatial reasoning abilities remain largely constrained to the observed images and text-oriented chain-of-thought. They often struggle to infer unobserved layouts, maintain cross-view consistency, and reason from alternative viewpoints when only limited egocentric observations are available. In this work, we study this problem as thinking with imagination, where a VLM actively acquires imagined visual evidence by interacting with a world simulator during reasoning. We propose Astra, an agentic spatial reasoning framework that empowers VLMs with action-conditioned visual imagination. Specifically, Astra couples Astra-VL, an RL-trained VLM policy, with Astra-WM, a Bagel-based world simulator that generates novel-view observations from context images and natural-language camera motions. To provide reliable imagined evidence, Astra-WM is trained with view consistency tuning to improve pose and content consistency across views. In the RL stage, we propose a world-simulator-in-the-loop two-phase RL curriculum to stabilize tool-use exploration and advance the model's ability to invoke the simulator only when imagined observations improve over direct answering. Experiments demonstrate that both the world simulator and the agentic policy are necessary: Astra-WM improves simulator-augmented Gemini-3-Flash on MMSI-Bench from 45.1 to 49.5, while Astra-VL improves the Qwen3-VL backbone from 29.8 to 38.8 on MMSI-Bench and from 36.8 to 42.7 on MindCube. These results show that imagined observations can provide useful spatial evidence, but effective world-model-augmented reasoning requires learning when, where, and how to imagine.

The Overfitted Brain hypothesis suggests dreams happen to allow generalization in the human brain. Here, we ask if the same is true for reinforcement learning agents as well. Given limited experience in a real environment, we use imagination-based reinforcement learning to train a policy on dream-like episodes, where non-imaginative, predicted trajectories are modified through generative augmentations. Experiments on four ProcGen environments show that, compared to classic imagination and offline training on collected experience, our method can reach a higher level of generalization when dealing with sparsely rewarded environments.

Probabilistic mental simulation is thought to play a key role in human reasoning, planning, and prediction, yet the demands of simulation in complex environments exceed realistic human capacity limits. A theory with growing evidence is that people simulate using simplified representations of the environment that abstract away from irrelevant details, but it is unclear how people determine these simplifications efficiently. Here, we present a "Just-in-Time" framework for simulation-based reasoning that demonstrates how such representations can be constructed online with minimal added computation. The model uses a tight interleaving of simulation, visual search, and representation modification, with the current simulation guiding where to look and visual search flagging objects that should be encoded for subsequent simulation. Despite only ever encoding a small subset of objects, the model makes high-utility predictions. We find strong empirical support for this account over alternative models in a grid-world planning task and a physical reasoning task across a range of behavioral measures. Together, these results offer a concrete algorithmic account of how people construct reduced representations to support efficient mental simulation.

Humans can look at a static scene and instantly predict what happens next -- will moving this object cause a collision? We call this ability Causal Spatial Reasoning. However, current multimodal large language models (MLLMs) cannot do this, as they remain largely restricted to static spatial perception, struggling to answer "what-if" questions in a 3D scene. We introduce CausalSpatial, a diagnostic benchmark evaluating whether models can anticipate consequences of object motions across four tasks: Collision, Compatibility, Occlusion, and Trajectory. Results expose a severe gap: humans score 84% while GPT-5 achieves only 54%. Why do MLLMs fail? Our analysis uncovers a fundamental deficiency: models over-rely on textual chain-of-thought reasoning that drifts from visual evidence, producing fluent but spatially ungrounded hallucinations. To address this, we propose the Causal Object World model (COW), a framework that externalizes the simulation process by generating videos of hypothetical dynamics. With explicit visual cues of causality, COW enables models to ground their reasoning in physical reality rather than linguistic priors. We make the dataset and code publicly available here: https://github.com/CausalSpatial/CausalSpatial

Despite advancements in Multi-modal Large Language Models (MLLMs) for scene understanding, their performance on complex spatial reasoning tasks requiring mental simulation remains significantly limited. Current methods often rely on passive observation of spatial data, failing to internalize an active mental imagery process. To bridge this gap, we propose SpatialDreamer, a reinforcement learning framework that enables spatial reasoning through a closedloop process of active exploration, visual imagination via a world model, and evidence-grounded reasoning. To address the lack of fine-grained reward supervision in longhorizontal reasoning tasks, we propose Geometric Policy Optimization (GeoPO), which introduces tree-structured sampling and step-level reward estimation with geometric consistency constraints. Extensive experiments demonstrate that SpatialDreamer delivers highly competitive results across multiple challenging benchmarks, signifying a critical advancement in human-like active spatial mental simulation for MLLMs.

Understanding and manipulating the causal generation mechanisms in language models is essential for controlling their behavior. Previous work has primarily relied on techniques such as representation surgery -- e.g., model ablations or manipulation of linear subspaces tied to specific concepts -- to intervene on these models. To understand the impact of interventions precisely, it is useful to examine counterfactuals -- e.g., how a given sentence would have appeared had it been generated by the model following a specific intervention. We highlight that counterfactual reasoning is conceptually distinct from interventions, as articulated in Pearl's causal hierarchy. Based on this observation, we propose a framework for generating true string counterfactuals by reformulating language models as Generalized Structural-equation. Models using the Gumbel-max trick. This allows us to model the joint distribution over original strings and their counterfactuals resulting from the same instantiation of the sampling noise. We develop an algorithm based on hindsight Gumbel sampling that allows us to infer the latent noise variables and generate counterfactuals of observed strings. Our experiments demonstrate that the approach produces meaningful counterfactuals while at the same time showing that commonly used intervention techniques have considerable undesired side effects.

Informally, the 'linear representation hypothesis' is the idea that high-level concepts are represented linearly as directions in some representation space. In this paper, we address two closely related questions: What does "linear representation" actually mean? And, how do we make sense of geometric notions (e.g., cosine similarity or projection) in the representation space? To answer these, we use the language of counterfactuals to give two formalizations of "linear representation", one in the output (word) representation space, and one in the input (sentence) space. We then prove these connect to linear probing and model steering, respectively. To make sense of geometric notions, we use the formalization to identify a particular (non-Euclidean) inner product that respects language structure in a sense we make precise. Using this causal inner product, we show how to unify all notions of linear representation. In particular, this allows the construction of probes and steering vectors using counterfactual pairs. Experiments with LLaMA-2 demonstrate the existence of linear representations of concepts, the connection to interpretation and control, and the fundamental role of the choice of inner product.

Fair decisions require ignoring irrelevant, potentially biasing, information. To achieve this, decision-makers need to approximate what decision they would have made had they not known certain facts, such as the gender or race of a job candidate. This counterfactual self-simulation is notoriously hard for humans, leading to biased judgments even by well-meaning actors. Here we show that large language models (LLMs) suffer from similar limitations in their ability to approximate what decisions they would make under counterfactual knowledge in offsetting gender and race biases and overcoming sycophancy. We show that prompting models to ignore or pretend not to know biasing information fails to offset these biases and occasionally backfires. However, unlike humans, LLMs can be given access to a ground-truth model of their own counterfactual cognition -- their own API. We show that this access to the responses of a blinded replica enables fairer decisions, while providing greater transparency to distinguish implicit from intentionally biased behavior.

Humans can directly imagine and manipulate visual images in their minds, a capability known as spatial visualization. While multi-modal Large Language Models (MLLMs) support imagination-based reasoning, spatial visualization remains insufficiently evaluated, typically embedded within broader mathematical and logical assessments. Existing evaluations often rely on IQ tests or math competitions that may overlap with training data, compromising assessment reliability. To this end, we introduce SpatialViz-Bench, a comprehensive multi-modal benchmark for spatial visualization with 12 tasks across 4 sub-abilities, comprising 1,180 automatically generated problems. Our evaluation of 33 state-of-the-art MLLMs not only reveals wide performance variations and demonstrates the benchmark's strong discriminative power, but also uncovers counter-intuitive findings: models exhibit unexpected behaviors by showing difficulty perception that misaligns with human intuition, displaying dramatic 2D-to-3D performance cliffs, and defaulting to formula derivation despite spatial tasks requiring visualization alone. SpatialVizBench empirically demonstrates that state-of-the-art MLLMs continue to exhibit deficiencies in spatial visualization tasks, thereby addressing a significant lacuna in the field. The benchmark is publicly available.

Modern image editing models can satisfy a text instruction while breaking the physics of the edited scene. A new object may cast no shadow, a mirror may fail to reflect visible geometry, or an object may float above a surface that should support it. We study physical plausibility diagnosis, detecting whether an edited image violates scene physics, naming the violation type, localizing the affected region, and explaining the failure in language. We introduce a counterfactual benchmark whose controlled synthetic component uses Mitsuba~3 to generate 5,500 images from 500 scene families. Each family contains one clean image and ten matched violations involving shadows, reflection, support, surface response, and occlusion. The renderer pipeline provides category labels, affected-region masks and boxes, scene metadata, and explanation targets. We use LLaVA-1.5-7B, Qwen2.5-VL-7B, and InternVL3.5-8B as diagnostic baselines rather than proposed methods. On a 1,650-image synthetic test set, the adapted baselines reach 64.0--67.8\% category macro-F1 on standard held-out scenes. For LLaVA-1.5-7B, category macro-F1 falls from 64.0\% on the standard split to 40.8\% under intervention shift. This gap shows that high in-distribution accuracy partly reflects cues tied to rendering and counterfactual construction.

Video prediction is increasingly viewed as a path toward generalizable world models, yet it remains unclear whether these systems learn underlying causal structure or merely exploit superficial visual correlations for future prediction. We introduce CRONOS, an intervention-based benchmark designed to evaluate counterfactual physical consistency: whether a model's predictions of physical events respond appropriately to controlled changes in the visual input, such as variations of scene context, viewpoint, object appearance, and object category. Built in a photorealistic Unreal Engine environment, CRONOS enables controlled, high-fidelity generation of videos across diverse scenes and dynamics. In contrast to previous benchmarks, CRONOS systematically intervenes on four key factors - viewpoint, scene, object category, and object appearance - while keeping the underlying physical event type, such as a collision, occlusion, or fall, fixed. Our evaluation of recent open-source video generators reveals substantial failures in counterfactual physical consistency: prediction quality for the same physical event type is affected by appearance, environment, and, particularly by viewpoint changes. CRONOS provides a controlled and reproducible testbed for diagnosing how the quality of generated videos changes for different interventions, establishing a concrete target for developing models that perform consistently across changes of multiple conditions. The dataset and code are available at our project page.

Capable language models hold what a character believes apart from what is true: told "Anna believes the cup is blue; in reality it is red," they answer blue about Anna and red about the world. Where in the computation does that separation live? We show it rests on two separable mechanisms at two positions. A generic value slot binds the attributed value. A router at the query position selects which frame, the character's belief or reality, a query reads out. Two routes fill the slot: an asserted belief, whose value the text supplies, binds in directly; a derived belief, whose value must be inferred from what the character could see, arrives by a visibility-gated lookback. A subspace trained on either route steers the other, and only the derived route depends on described visibility. The slot itself carries no belief-reality tag: intervening on it moves a reality readout as strongly as a belief one. The separation lives instead in a dissociated pair of routing subspaces, which flip a query between frames without injecting the donor's value. These results hold across three architectures, on stimuli de-confounded against theory-of-mind-benchmark shortcuts; the behavior itself emerges between 3B and 7B across five model families. This paper develops the single belief-reality axis in depth; a companion paper shows the same slot-and-router format is shared across the other non-actual contexts a sentence can open (counterfactual, fictional, temporal).

Does intelligence require the ability to reason about phenomena beyond direct experience? It is natural to suspect that some complex thought cannot be captured through language alone. However, of particular concern to this work, is whether visualising counterfactual events can complement language as a mechanism for complex thought. We ask whether LLMs can be trained to utilise such visualisation mechanisms, in a way that benefits their reasoning abilities. Motivated by this question, we propose Einstein World Models. EWMs are a blueprint for LLM-based reasoning systems that place visual-temporal rollouts inside the reasoning trace, allowing them to reason in ways that text alone may not support well. In an EWM, the LLM calls a world-module (not to be confused with a world model), to produce short rollouts of scenes under consideration. The returned rollout is treated not as the answer, but as an inspectable hypothesis that can support later reasoning. Einstein World Models extend the capability of LLMs for tool calling (such as web search or code execution), into the domain of visual thought experiments.

Counterfactual reasoning requires predicting how alternative events, contrary to what actually happened, might have resulted in different outcomes. Despite being considered a necessary component of AI-complete systems, few resources have been developed for evaluating counterfactual reasoning in narratives. In this paper, we propose Counterfactual Story Rewriting: given an original story and an intervening counterfactual event, the task is to minimally revise the story to make it compatible with the given counterfactual event. Solving this task will require deep understanding of causal narrative chains and counterfactual invariance, and integration of such story reasoning capabilities into conditional language generation models. We present TimeTravel, a new dataset of 29,849 counterfactual rewritings, each with the original story, a counterfactual event, and human-generated revision of the original story compatible with the counterfactual event. Additionally, we include 80,115 counterfactual "branches" without a rewritten storyline to support future work on semi- or un-supervised approaches to counterfactual story rewriting. Finally, we evaluate the counterfactual rewriting capacities of several competitive baselines based on pretrained language models, and assess whether common overlap and model-based automatic metrics for text generation correlate well with human scores for counterfactual rewriting.

Arditi et al. (2024) has shown that refusal in safety fine-tuned chat models is mediated by a single linear direction in the residual stream, recoverable by a difference-in-means (DiM) of harmful and harmless activations. We compare DiM-based interventions (activation addition and directional ablation) with two interventions derived from Iterative Nullspace Projection (INLP) -- nullspace projection and counterfactual flipping -- on five open-weight chat models, asking whether INLP can match DiM at steering refusal and whether its richer parameterisation yields more tweakable interventions. INLP counterfactual flipping is competitive with DiM directional ablation on refusal suppression, while nullspace projection is consistently weaker. Restricting INLP to the leading directions of the extracted subspace preserves most of the suppression effect at near-baseline perplexity, giving a tunable capability. Geometrically, the two INLP interventions land in qualitatively different regions of activation space: nullspace projection collapses transformed activations between the harmful and harmless clusters, while counterfactual flipping moves them into the opposite cluster, suggesting that the model encodes the absence of a concept differently from its opposite -- an intriguing distinction that warrants further investigation in future work.

We present counterfactual planning as a design approach for creating a range of safety mechanisms that can be applied in hypothetical future AI systems which have Artificial General Intelligence. The key step in counterfactual planning is to use an AGI machine learning system to construct a counterfactual world model, designed to be different from the real world the system is in. A counterfactual planning agent determines the action that best maximizes expected utility in this counterfactual planning world, and then performs the same action in the real world. We use counterfactual planning to construct an AGI agent emergency stop button, and a safety interlock that will automatically stop the agent before it undergoes an intelligence explosion. We also construct an agent with an input terminal that can be used by humans to iteratively improve the agent's reward function, where the incentive for the agent to manipulate this improvement process is suppressed. As an example of counterfactual planning in a non-agent AGI system, we construct a counterfactual oracle. As a design approach, counterfactual planning is built around the use of a graphical notation for defining mathematical counterfactuals. This two-diagram notation also provides a compact and readable language for reasoning about the complex types of self-referencing and indirect representation which are typically present inside machine learning agents.

Vision Language Models (VLMs) have recently shown significant advancements in video understanding, especially in feature alignment, event reasoning, and instruction-following tasks. However, their capability for counterfactual reasoning, inferring alternative outcomes under hypothetical conditions, remains underexplored. This capability is essential for robust video understanding, as it requires identifying underlying causal structures and reasoning about unobserved possibilities, rather than merely recognizing observed patterns. To systematically evaluate this capability, we introduce CounterVQA, a video-based benchmark featuring three progressive difficulty levels that assess different aspects of counterfactual reasoning. Through comprehensive evaluation of both state-of-the-art open-source and closed-source models, we uncover a substantial performance gap: while these models achieve reasonable accuracy on simple counterfactual questions, performance degrades significantly on complex multi-hop causal chains. To address these limitations, we develop a post-training method, CFGPT, that enhances a model's visual counterfactual reasoning ability by distilling its counterfactual reasoning capability from the language modality, yielding consistent improvements across all CounterVQA difficulty levels. Dataset and code will be further released.

When solving complex spatial reasoning tasks, ordinary humans naturally revisit the scenes from task-relevant viewpoints and mentally reconstruct the spatial layouts from those viewpoints. But can Large Vision-Language Models (LVLMs) proactively think in the same way? We term this ability Active Spatial Mentalization (ASM), an intrinsic component of visual intelligence that remains substantially underdeveloped in current LVLMs. To bridge this gap, we introduce SpatialASM, a scalable framework to internalize ASM into LVLMs through training-time spatial simulation. SpatialASM employs an allocentric novel-view generator to ground hypothetical viewpoints in visual evidence and produces two complementary forms of supervision: i) explicit ASM trajectories that teach LVLMs when and how to adaptively invoke view planning and imagination during spatial reasoning, and ii) automatically-constructed perspective-taking tasks that further strengthens viewpoint-conditioned scene imagination. On seven benchmarks spanning relatively perception-oriented spatial understanding to more challenging tasks requiring multi-image, cross-view and viewpoint-transformation reasoning, SpatialASM yields performance gain on LVLMs of four LVLM backbones in spatial reasoning while retaining their original general vision capabilities. The experimental results demonstrate that our approach improves average accuracy across the seven spatial benchmarks. And the synthesis of ASM trajectories provides a scalable pathway to alleviate the scarcity of spatial Chain-of-Thought (CoT) supervision for eliciting active viewpoint exploration and mental scene simulation.

Accurately predicting conversion rate (CVR) is essential in various recommendation domains such as online advertising systems and e-commerce. These systems utilize user interaction logs, which consist of exposures, clicks, and conversions. CVR prediction models are typically trained solely based on clicked samples, as conversions can only be determined following clicks. However, the sparsity of clicked instances necessitates the collection of a substantial amount of logs for effective model training. Recent works address this issue by devising frameworks that leverage non-clicked samples. While these frameworks aim to reduce biases caused by the discrepancy between clicked and non-clicked samples, they often rely on heuristics. Against this background, we propose a method to counterfactually generate conversion labels for non-clicked samples by using causality as a guiding principle, attempting to answer the question, "Would the user have converted if he or she had clicked the recommended item?" Our approach is named the Entire Space Counterfactual Inference Multi-task Model (ESCIM). We initially train a structural causal model (SCM) of user sequential behaviors and conduct a hypothetical intervention (i.e., click) on non-clicked items to infer counterfactual CVRs. We then introduce several approaches to transform predicted counterfactual CVRs into binary counterfactual conversion labels for the non-clicked samples. Finally, the generated samples are incorporated into the training process. Extensive experiments on public datasets illustrate the superiority of the proposed algorithm. Online A/B testing further empirically validates the effectiveness of our proposed algorithm in real-world scenarios. In addition, we demonstrate the improved performance of the proposed method on latent conversion data, showcasing its robustness and superior generalization capabilities.

Recent studies have shown the impressive efficacy of counterfactually augmented data (CAD) for reducing NLU models' reliance on spurious features and improving their generalizability. However, current methods still heavily rely on human efforts or task-specific designs to generate counterfactuals, thereby impeding CAD's applicability to a broad range of NLU tasks. In this paper, we present AutoCAD, a fully automatic and task-agnostic CAD generation framework. AutoCAD first leverages a classifier to unsupervisedly identify rationales as spans to be intervened, which disentangles spurious and causal features. Then, AutoCAD performs controllable generation enhanced by unlikelihood training to produce diverse counterfactuals. Extensive evaluations on multiple out-of-domain and challenge benchmarks demonstrate that AutoCAD consistently and significantly boosts the out-of-distribution performance of powerful pre-trained models across different NLU tasks, which is comparable or even better than previous state-of-the-art human-in-the-loop or task-specific CAD methods. The code is publicly available at https://github.com/thu-coai/AutoCAD.

Situated reasoning often relies on active exploration, yet in many real-world scenarios such exploration is infeasible due to physical constraints of robots or safety concerns of visually impaired users. Given only a limited observation, can an agent mentally simulate a future trajectory toward a target situation and answer spatial what-if questions? We introduce WanderDream, the first large-scale dataset designed for the emulative simulation of mental exploration, enabling models to reason without active exploration. WanderDream-Gen comprises 15.8K panoramic videos across 1,088 real scenes from HM3D, ScanNet++, and real-world captures, depicting imagined trajectories from current viewpoints to target situations. WanderDream-QA contains 158K question-answer pairs, covering starting states, paths, and end states along each trajectory to comprehensively evaluate exploration-based reasoning. Extensive experiments with world models and MLLMs demonstrate (1) that mental exploration is essential for situated reasoning, (2) that world models achieve compelling performance on WanderDream-Gen, (3) that imagination substantially facilitates reasoning on WanderDream-QA, and (4) that WanderDream data exhibit remarkable transferability to real-world scenarios.

A world model is an AI system that simulates how an environment evolves under actions, enabling planning through imagined futures rather than reactive perception. Current world models, however, suffer from visual conflation: the mistaken assumption that high-fidelity video generation implies an understanding of physical and causal dynamics. We show that while modern models excel at predicting pixels, they frequently violate invariant constraints, fail under intervention, and break down in safety-critical decision-making. This survey argues that visual realism is an unreliable proxy for world understanding. Instead, effective world models must encode causal structure, respect domain-specific constraints, and remain stable over long horizons. We propose a reframing of world models as actionable simulators rather than visual engines, emphasizing structured 4D interfaces, constraint-aware dynamics, and closed-loop evaluation. Using medical decision-making as an epistemic stress test, where trial-and-error is impossible and errors are irreversible, we demonstrate that a world model's value is determined not by how realistic its rollouts appear, but by its ability to support counterfactual reasoning, intervention planning, and robust long-horizon foresight.

We introduce Multi-Objective Counterfactuals for Design (MCD), a novel method for counterfactual optimization in design problems. Counterfactuals are hypothetical situations that can lead to a different decision or choice. In this paper, the authors frame the counterfactual search problem as a design recommendation tool that can help identify modifications to a design, leading to better functional performance. MCD improves upon existing counterfactual search methods by supporting multi-objective queries, which are crucial in design problems, and by decoupling the counterfactual search and sampling processes, thus enhancing efficiency and facilitating objective tradeoff visualization. The paper demonstrates MCD's core functionality using a two-dimensional test case, followed by three case studies of bicycle design that showcase MCD's effectiveness in real-world design problems. In the first case study, MCD excels at recommending modifications to query designs that can significantly enhance functional performance, such as weight savings and improvements to the structural safety factor. The second case study demonstrates that MCD can work with a pre-trained language model to suggest design changes based on a subjective text prompt effectively. Lastly, the authors task MCD with increasing a query design's similarity to a target image and text prompt while simultaneously reducing weight and improving structural performance, demonstrating MCD's performance on a complex multimodal query. Overall, MCD has the potential to provide valuable recommendations for practitioners and design automation researchers looking for answers to their ``What if'' questions by exploring hypothetical design modifications and their impact on multiple design objectives. The code, test problems, and datasets used in the paper are available to the public at decode.mit.edu/projects/counterfactuals/.

Large Language Models have demonstrated remarkable capabilities across diverse tasks, yet they frequently generate hallucinations outputs that are fluent but factually incorrect or unsupported. We propose Counterfactual Probing, a novel approach for detecting and mitigating hallucinations in LLM outputs. Our method dynamically generates counterfactual statements that appear plausible but contain subtle factual errors, then evaluates the model's sensitivity to these perturbations. We hypothesize that genuine knowledge exhibits robustness to counterfactual variations, while hallucinated content shows inconsistent confidence patterns when confronted with plausible alternatives. Our comprehensive evaluation on TruthfulQA, factual statement datasets, and curated hallucination examples demonstrates that counterfactual probing achieves superior detection performance compared to baseline methods, while our adaptive mitigation strategies reduce hallucination scores by an average of 24.5%. The approach requires no model retraining and can be integrated into existing LLM pipelines as a realtime verification mechanism.

One well motivated explanation method for classifiers leverages counterfactuals which are hypothetical events identical to real observations in all aspects except for one categorical feature. Constructing such counterfactual poses specific challenges for texts, however, as some attribute values may not necessarily align with plausible real-world events. In this paper we propose a simple method for generating counterfactuals by intervening in the space of text representations which bypasses this limitation. We argue that our interventions are minimally disruptive and that they are theoretically sound as they align with counterfactuals as defined in Pearl's causal inference framework. To validate our method, we first conduct experiments on a synthetic dataset of counterfactuals, allowing for a direct comparison between classifier predictions based on ground truth counterfactuals (obtained through explicit text interventions) and our counterfactuals, derived through interventions in the representation space. Second, we study a real world scenario where our counterfactuals can be leveraged both for explaining a classifier and for bias mitigation.

''Thinking with Images'' has emerged as an effective paradigm for fine-grained visual reasoning: by explicitly zooming into relevant regions and reasoning over crops, models can access local evidence that is difficult to recover from a single global image. However, this benefit comes with redundant tool invocations and longer inference traces. Moreover, when such behaviors are learned mainly from outcome reward, the resulting intermediate crops or visual cues can be noisy or fail to faithfully capture task-relevant visual evidence. In this work, we ask whether the reasoning benefits of ''Thinking with Images'' can be internalized through Thinking with Imagination: an internal process that decides where to look and imagines what visual cues closer inspection would reveal without actually invoking tools. We propose Imagine-OPD, an on-policy self-distillation framework in which a teacher plays the role of a ''Thinking with Images'' reasoner during training: it receives privileged zoomed evidence views derived from annotated regions, and supervises the model's own imagination reasoning trajectories. Imagine-OPD does not require an external teacher or high-quality imagination demonstrations. Experiments on vision-centric benchmarks show that Imagine-OPD achieves the best average performance among compared models while significantly reducing inference overhead compared with ''Thinking with Images'' methods.

Counterfactual explanations enhance the interpretability of deep learning models in medical imaging, yet adapting them to 3D CT scans poses challenges due to volumetric complexity and resource demands. We extend the Latent Shift counterfactual generation method from 2D applications to explain 3D computed tomography (CT) scans classifiers. We address the challenges associated with 3D classifiers, such as limited training samples and high memory demands, by implementing a slice-based autoencoder and gradient blocking except for specific chunks of slices. This method leverages a 2D encoder trained on CT slices, which are subsequently combined to maintain 3D context. We demonstrate this technique on two models for clinical phenotype prediction and lung segmentation. Our approach is both memory-efficient and effective for generating interpretable counterfactuals in high-resolution 3D medical imaging.

Text-to-Image (TTI) generative models have shown great progress in the past few years in terms of their ability to generate complex and high-quality imagery. At the same time, these models have been shown to suffer from harmful biases, including exaggerated societal biases (e.g., gender, ethnicity), as well as incidental correlations that limit such a model's ability to generate more diverse imagery. In this paper, we propose a general approach to study and quantify a broad spectrum of biases, for any TTI model and for any prompt, using counterfactual reasoning. Unlike other works that evaluate generated images on a predefined set of bias axes, our approach automatically identifies potential biases that might be relevant to the given prompt, and measures those biases. In addition, we complement quantitative scores with post-hoc explanations in terms of semantic concepts in the images generated. We show that our method is uniquely capable of explaining complex multi-dimensional biases through semantic concepts, as well as the intersectionality between different biases for any given prompt. We perform extensive user studies to illustrate that the results of our method and analysis are consistent with human judgements.

Answering counterfactual queries has many important applications such as knowledge discovery and explainability, but is challenging when causal variables are unobserved and we only see a projection onto an observation space, for instance, image pixels. One approach is to recover the latent Structural Causal Model (SCM), but this typically needs unrealistic assumptions, such as linearity of the causal mechanisms. Another approach is to use na\"ive ML approximations, such as generative models, to generate counterfactual samples; however, these lack guarantees of accuracy. In this work, we strive to strike a balance between practicality and theoretical guarantees by focusing on a specific type of causal query called domain counterfactuals, which hypothesizes what a sample would have looked like if it had been generated in a different domain (or environment). Concretely, by only assuming invertibility, sparse domain interventions and access to observational data from different domains, we aim to improve domain counterfactual estimation both theoretically and practically with less restrictive assumptions. We define domain counterfactually equivalent models and prove necessary and sufficient properties for equivalent models that provide a tight characterization of the domain counterfactual equivalence classes. Building upon this result, we prove that every equivalence class contains a model where all intervened variables are at the end when topologically sorted by the causal DAG. This surprising result suggests that a model design that only allows intervention in the last k latent variables may improve model estimation for counterfactuals. We then test this model design on extensive simulated and image-based experiments which show the sparse canonical model indeed improves counterfactual estimation over baseline non-sparse models.

Counterfactual explanations are attracting significant attention due to the flourishing applications of machine learning models in consequential domains. A counterfactual plan consists of multiple possibilities to modify a given instance so that the model's prediction will be altered. As the predictive model can be updated subject to the future arrival of new data, a counterfactual plan may become ineffective or infeasible with respect to the future values of the model parameters. In this work, we study the counterfactual plans under model uncertainty, in which the distribution of the model parameters is partially prescribed using only the first- and second-moment information. First, we propose an uncertainty quantification tool to compute the lower and upper bounds of the probability of validity for any given counterfactual plan. We then provide corrective methods to adjust the counterfactual plan to improve the validity measure. The numerical experiments validate our bounds and demonstrate that our correction increases the robustness of the counterfactual plans in different real-world datasets.

In this work, we develop a technique to produce counterfactual visual explanations. Given a 'query' image I for which a vision system predicts class c, a counterfactual visual explanation identifies how I could change such that the system would output a different specified class c'. To do this, we select a 'distractor' image I' that the system predicts as class c' and identify spatial regions in I and I' such that replacing the identified region in I with the identified region in I' would push the system towards classifying I as c'. We apply our approach to multiple image classification datasets generating qualitative results showcasing the interpretability and discriminativeness of our counterfactual explanations. To explore the effectiveness of our explanations in teaching humans, we present machine teaching experiments for the task of fine-grained bird classification. We find that users trained to distinguish bird species fare better when given access to counterfactual explanations in addition to training examples.

Large language model (LLM)-powered agents can translate high-level user intents into plans and actions in an environment. Yet after observing an outcome, users may wonder: What if I had phrased my intent differently? We introduce a framework that enables such counterfactual reasoning in agentic LLM-driven control scenarios, while providing formal reliability guarantees. Our approach models the closed-loop interaction between a user, an LLM-based agent, and an environment as a structural causal model (SCM), and leverages test-time scaling to generate multiple candidate counterfactual outcomes via probabilistic abduction. Through an offline calibration phase, the proposed conformal counterfactual generation (CCG) yields sets of counterfactual outcomes that are guaranteed to contain the true counterfactual outcome with high probability. We showcase the performance of CCG on a wireless network control use case, demonstrating significant advantages compared to naive re-execution baselines.

Physical reasoning underpins how embodied systems understand and act in the physical world, yet vision-language models (VLMs) remain unreliable on questions about dynamics and physical causality. Progress is critically constrained by the scarcity of grounded counterfactual training data, as observational videos capture only the factual trajectory that occurred. The self-evolving paradigm offers a route beyond fixed datasets by enabling models to construct their own training problems. Extending this paradigm to physics, however, requires an external source of truth that can both validate model-proposed environments and verify alternative physical outcomes under intervention. We introduce , a verifier-grounded self-evolving framework that trains VLMs for causal physical reasoning from model-proposed executable worlds and simulation-authored tasks. At each round, a shared VLM proposes executable world programs and evidence schemas; a deterministic physics engine freezes each valid world, simulates matched baseline and body-elided counterfactual branches, and synthesizes discrete, answer-bound visual tasks. Exact verifier feedback from task solving updates both the shared policy via GRPO and an adaptive curriculum over physical intents. Starting from Qwen3-VL-8B-Instruct, achieves targeted gains across PhysBench, CausalPhys, and ContPhy without human intervention data, improving PhysBench Throwing by 8.8 points and ContPhy Counterfactual Removal and Goal-Pit by 7.4 and 24.4 points. These gains concentrate on interaction-sensitive and altered-world questions, demonstrating zero-shot transfer of causal principles to unseen complex dynamics (cloth, fluid, soft bodies) and real-world video.

Language builds discourse contexts other than the actual: a painting, a belief, a memory, a hypothetical. Each is a mental space in which the same entity can take a different value, as when a flower is red in reality but purple in a portrait. Formal semantics keeps these contexts apart because their logics differ (modal, temporal, doxastic, depictive); Fauconnier's mental-space theory treats them as one space-building operation. We ask which of these a transformer language model implements, and find a mechanistic version of Fauconnier's unification. The model uses one router/slot format across the inventory: a reusable value slot stores attributed content, and a causally manipulable router (the space index) selects which space is read. A subspace trained with Distributed Alignment Search to control one space type, counterfactual, belief, fictional, or temporal, also controls the others, well above a random floor, on three model families; belief, which formal semantics marks as a distinct case, is not specially separated. The router is low-rank, composes additively with entity identity, and acts through a few late-layer heads. Two further results show the mechanism drives inference and composes: a subspace trained on a rule-derived conclusion flips what the model infers while dissociating from what it reports, and composing space-builders mints a fresh router over the shared slot. This paper establishes the cross-type generality. A companion paper develops belief in depth, because of its special status in philosophy, psychology, and linguistics (epistemology, theory of mind, and propositional attitude reports).

Visual counterfactual explanation (CF) methods modify image concepts, e.g, shape, to change a prediction to a predefined outcome while closely resembling the original query image. Unlike self-explainable models (SEMs) and heatmap techniques, they grant users the ability to examine hypothetical "what-if" scenarios. Previous CF methods either entail post-hoc training, limiting the balance between transparency and CF quality, or demand optimization during inference. To bridge the gap between transparent SEMs and CF methods, we introduce the GdVAE, a self-explainable model based on a conditional variational autoencoder (CVAE), featuring a Gaussian discriminant analysis (GDA) classifier and integrated CF explanations. Full transparency is achieved through a generative classifier that leverages class-specific prototypes for the downstream task and a closed-form solution for CFs in the latent space. The consistency of CFs is improved by regularizing the latent space with the explainer function. Extensive comparisons with existing approaches affirm the effectiveness of our method in producing high-quality CF explanations while preserving transparency. Code and models are public.

This paper uncovers a critical yet overlooked phenomenon in multi-modal large language models (MLLMs): detrimental concept drift within chain-of-thought (CoT) reasoning during non-stationary reinforcement fine-tuning (RFT), where reasoning token distributions evolve unpredictably, thereby introducing significant biases in final predictions. To address this, we are pioneers in establishing the theoretical bridge between concept drift theory and RFT processes by formalizing CoT's autoregressive token streams as non-stationary distributions undergoing arbitrary temporal shifts. Leveraging this framework, we propose a novel counterfact-aware RFT that systematically decouples beneficial distribution adaptation from harmful concept drift through concept graph-empowered LLM experts generating counterfactual reasoning trajectories. Our solution, Counterfactual Preference Optimization (CPO), enables stable RFT in non-stationary environments, particularly within the medical domain, through custom-tuning of counterfactual-aware preference alignment. Extensive experiments demonstrate our superior performance of robustness, generalization and coordination within RFT. Besides, we also contributed a large-scale dataset CXR-CounterFact (CCF), comprising 320,416 meticulously curated counterfactual reasoning trajectories derived from MIMIC-CXR. Our code and data are public.

Temporal modeling is essential for robotic manipulation, as effective control requires both memory of past interactions and imagination of future states. However, most VLA models rely primarily on the current observation and therefore struggle with long-horizon, temporally dependent tasks. Cognitive science suggests that humans rely on working memory to buffer short-lived context, the hippocampal system to preserve episodic memory of past experience, and internal models to imagine possible future state evolution. Inspired by these mechanisms, we propose MemoryVLA++, a full temporal modeling framework that equips VLA models with memory and imagination for robotic manipulation. A pretrained VLM encodes the current observation into perceptual and cognitive tokens, forming working memory. These tokens query a Perceptual-Cognitive Memory Bank to retrieve relevant historical context. This bank stores low-level details and high-level semantics from past interactions, and is updated through redundancy-aware consolidation. A world model imagines future states in a denoising latent space, and the imagined latents are integrated under memory guidance to form full temporal-aware tokens. The resulting tokens condition a diffusion action expert to predict temporally consistent action sequences. We conduct extensive experiments on 5 simulation benchmarks and 3 categories of real-robot tasks across 3 robots, covering general manipulation, long-horizon temporal tasks, robustness, and generalization. Our method achieves strong performance across Libero, SimplerEnv, Mikasa-Robo, Calvin, Libero-Plus, and diverse real-robot tasks, validating the effectiveness of full temporal modeling with memory and imagination. For example, on real robots, it achieves +9%, +26%, +28% gains on general, memory-dependent, and imagination-dependent tasks. Project Page: https://shihao1895.github.io/MemoryVLA-PP-Web

Video-language models (VLMs) achieve strong multimodal understanding but remain prone to hallucinations, especially when reasoning about actions and temporal order. Existing mitigation strategies, such as textual filtering or random video perturbations, often fail to address the root cause: over-reliance on language priors rather than fine-grained visual dynamics. We propose a scalable framework for counterfactual video generation that synthesizes videos differing only in actions or temporal structure while preserving scene context. Our pipeline combines multimodal LLMs for action proposal and editing guidance with diffusion-based image and video models to generate semantic hard negatives at scale. Using this framework, we build CounterVid, a synthetic dataset of ~26k preference pairs targeting action recognition and temporal reasoning. We further introduce MixDPO, a unified Direct Preference Optimization approach that jointly leverages textual and visual preferences. Fine-tuning Qwen2.5-VL with MixDPO yields consistent improvements, notably in temporal ordering, and transfers effectively to standard video hallucination benchmarks. Code and models will be made publicly available.

Humans navigate unfamiliar environments using episodic simulation and episodic memory, which facilitate a deeper understanding of the complex relationships between environments and objects. Developing an imaginative memory system inspired by human mechanisms can enhance the navigation performance of embodied agents in unseen environments. However, existing Vision-and-Language Navigation (VLN) agents lack a memory mechanism of this kind. To address this, we propose a novel architecture that equips agents with a reality-imagination hybrid memory system. This system enables agents to maintain and expand their memory through both imaginative mechanisms and navigation actions. Additionally, we design tailored pre-training tasks to develop the agent's imaginative capabilities. Our agent can imagine high-fidelity RGB images for future scenes, achieving state-of-the-art result in Success rate weighted by Path Length (SPL).

The ability to understand physical dynamics is critical for agents to act in the world. Here, we use Counterfactual World Modeling (CWM) to extract vision structures for dynamics understanding. CWM uses a temporally-factored masking policy for masked prediction of video data without annotations. This policy enables highly effective "counterfactual prompting" of the predictor, allowing a spectrum of visual structures to be extracted from a single pre-trained predictor without finetuning on annotated datasets. We demonstrate that these structures are useful for physical dynamics understanding, allowing CWM to achieve the state-of-the-art performance on the Physion benchmark.

Image captioning, which generates natural language descriptions of the visual information in an image, is a crucial task in vision-language research. Previous models have typically addressed this task by aligning the generative capabilities of machines with human intelligence through statistical fitting of existing datasets. While effective for normal images, they may struggle to accurately describe those where certain parts of the image are obscured or edited, unlike humans who excel in such cases. These weaknesses they exhibit, including hallucinations and limited interpretability, often hinder performance in scenarios with shifted association patterns. In this paper, we present a generic image captioning framework that employs causal inference to make existing models more capable of interventional tasks, and counterfactually explainable. Our approach includes two variants leveraging either total effect or natural direct effect. Integrating them into the training process enables models to handle counterfactual scenarios, increasing their generalizability. Extensive experiments on various datasets show that our method effectively reduces hallucinations and improves the model's faithfulness to images, demonstrating high portability across both small-scale and large-scale image-to-text models. The code is available at https://github.com/Aman-4-Real/See-or-Guess.

Large Reasoning Models (LRMs) have significantly enhanced their capabilities in complex problem-solving by introducing a thinking draft that enables multi-path Chain-of-Thought explorations before producing final answers. Ensuring the faithfulness of these intermediate reasoning processes is crucial for reliable monitoring, interpretation, and effective control. In this paper, we propose a systematic counterfactual intervention framework to rigorously evaluate thinking draft faithfulness. Our approach focuses on two complementary dimensions: (1) Intra-Draft Faithfulness, which assesses whether individual reasoning steps causally influence subsequent steps and the final draft conclusion through counterfactual step insertions; and (2) Draft-to-Answer Faithfulness, which evaluates whether final answers are logically consistent with and dependent on the thinking draft, by perturbing the draft's concluding logic. We conduct extensive experiments across six state-of-the-art LRMs. Our findings show that current LRMs demonstrate selective faithfulness to intermediate reasoning steps and frequently fail to faithfully align with the draft conclusions. These results underscore the need for more faithful and interpretable reasoning in advanced LRMs.

Multimodal language models (MLLMs) exhibit promising spatial reasoning capabilities, yet the internal mechanisms supporting them remain poorly understood. We uncover S-Space, a linear representation subspace in which object-token representations encode continuous coordinates along horizontal, vertical, and distance axes. Although we identify these axes by differentiating spatial-answer scores with respect to object-token activations, S-Space is intrinsic rather than induced by specific data or prompts, remaining readable under non-spatial questions. We show that S-Space functions as an internal spatial workspace of MLLMs. Perception encodes object locations into it, forming spatial representations that can be directly read out to support accurate spatial judgments. Internal reasoning transforms it for changing viewpoints. Verbal responses selectively access it, evidenced by causal interventions that alter spatial judgments while largely preserving non-spatial responses. Case studies further show that S-Space assigns locations to unseen entities and the observer, and connects physical directions with abstract linguistic meanings, suggesting both the capabilities and limitations of large-scale language training. Finally, we use S-Space as a diagnostic tool for spatial reasoning failures. Direction-word readouts reveal systematic coupling between cardinal and image-relative reference frames. More importantly, a perception-computation decomposition exposes a key bottleneck: MLLMs can form capable spatial representations, yet fall short in the spatial transformations required to reason reliably across viewpoint changes.

Models trained with counterfactually augmented data learn representations of the causal structure of tasks, enabling robust generalization. However, high-quality counterfactual data is scarce for most tasks and not easily generated at scale. When crowdsourced, such data is typically limited in scale and diversity; when generated using supervised methods, it is computationally expensive to extend to new counterfactual dimensions. In this work, we introduce DISCO (DIStilled COunterfactual Data), a new method for automatically generating high quality counterfactual data at scale. DISCO engineers prompts to generate phrasal perturbations with a large general language model. Then, a task-specific teacher model filters these generations to distill high-quality counterfactual data. While task-agnostic, we apply our pipeline to the task of natural language inference (NLI) and find that on challenging evaluations such as the NLI stress test, comparatively smaller student models trained with DISCO generated counterfactuals are more robust (6% absolute) and generalize better across distributions (2%) compared to models trained without data augmentation. Furthermore, DISCO augmented models are 10% more consistent between counterfactual pairs on three evaluation sets, demonstrating that DISCO augmentation enables models to more reliably learn causal representations. Our repository is available at: https://github.com/eric11eca/disco

The impressive performance of recent language models across a wide range of tasks suggests that they possess a degree of abstract reasoning skills. Are these skills general and transferable, or specialized to specific tasks seen during pretraining? To disentangle these effects, we propose an evaluation framework based on "counterfactual" task variants that deviate from the default assumptions underlying standard tasks. Across a suite of 11 tasks, we observe nontrivial performance on the counterfactual variants, but nevertheless find that performance substantially and consistently degrades compared to the default conditions. This suggests that while current LMs may possess abstract task-solving skills to a degree, they often also rely on narrow, non-transferable procedures for task-solving. These results motivate a more careful interpretation of language model performance that teases apart these aspects of behavior.

Counterfactual tuning (CFT) has emerged as a promising paradigm for Large Language Model (LLM) unlearning by training models to generate alternative fictitious knowledge in place of undesired content. However, in this work, we find that this paradigm still underperforms other paradigms in some aspects, and identify two previously overlooked pitfalls underlying this gap: (1) knowledge conflict, where mutual inconsistencies within counterfactual corpora induce conflicting gradients that disrupt parameter optimization, and (2) hallucination spillover, where fitting false targets instills a persistent fabrication bias, inflating hallucination rates on unrelated domains. To systematically diagnose these issues, we introduce RWKU+, an extended benchmark equipped with novel trade-off metrics and gradient-level diagnostic tools. Our work further discusses the limitations and overhead of the paradigm, aiming to provide insights and actionable guidance for more rigorous LLM unlearning research.

Large Language Models (LLMs) demonstrate impressive reasoning capabilities in familiar contexts, but struggle when the context conflicts with their parametric knowledge. To investigate this phenomenon, we introduce CounterLogic, a dataset containing 1,800 examples across 9 logical schemas, explicitly designed to evaluate logical reasoning through counterfactual (hypothetical knowledge-conflicting) scenarios. Our systematic evaluation of 11 LLMs across 6 different datasets reveals a consistent performance degradation, with accuracies dropping by 27% on average when reasoning through counterfactual information. We propose Self-Segregate, a prompting method enabling metacognitive awareness (explicitly identifying knowledge conflicts) before reasoning. Our method dramatically narrows the average performance gaps from 27% to just 11%, while significantly increasing the overall accuracy (+7.5%). We discuss the implications of these findings and draw parallels to human cognitive processes, particularly on how humans disambiguate conflicting information during reasoning tasks. Our findings offer practical insights for understanding and enhancing LLMs reasoning capabilities in real-world applications, especially where models must logically reason independently of their factual knowledge.

Large language models (LLMs) have exhibited impressive performance in language comprehension and various reasoning tasks. However, their abilities in spatial reasoning, a crucial aspect of human cognition, remain relatively unexplored. Human possess a remarkable ability to create mental images of unseen objects and actions through a process known as the Mind's Eye, enabling the imagination of the unseen world. Inspired by this cognitive capacity, we propose Visualization-of-Thought (VoT) prompting. VoT aims to elicit spatial reasoning of LLMs by visualizing their reasoning traces, thereby guiding subsequent reasoning steps. We employed VoT for multi-hop spatial reasoning tasks, including natural language navigation, visual navigation, and visual tiling in 2D grid worlds. Experimental results demonstrated that VoT significantly enhances the spatial reasoning abilities of LLMs. Notably, VoT outperformed existing multimodal large language models (MLLMs) in these tasks. While VoT works surprisingly well on LLMs, the ability to generate mental images to facilitate spatial reasoning resembles the mind's eye process, suggesting its potential viability in MLLMs.

Counterfactual analysis is widely used to study evidence use in vision-language models, but its diagnostic value is limited on well-posed tasks: when several cues independently support the same answer, removing one may not change the prediction. We propose monocular metric object-size estimation as an ill-posed diagnostic setting for evidence selection: because physical size cannot be determined from a single uncalibrated image, models must rely on imperfect cues category priors, target appearance, local context, apparent image size, and scene geometry. We assemble Metric VQA (10{,}813 dimension queries from Objectron and 331 tape-measured in-the-wild scenes) and evaluate 12 open-weight VLMs (3--397\,B parameters) with counterfactual analysis decomposing six visual and language evidence channels. Even the largest VLMs tested (Qwen3-VL-235B, Qwen3.5-397B, InternVL3.5-241B) trail a text-only frontier LLM on the in-the-wild split. The diagnostic analysis shows: target identity is the most load-bearing cue, target pixels and local context help only some models, apparent size shifts predictions without a directional readout, and global scene geometry is largely unused. We analyze LoRA fine-tuning as an actionable intervention specific to metric estimation: while the task is learnable, the models do not learn to leverage scene geometry.

Counterfactual generation seeks to sample outcomes under a hypothetical intervention or decision using observational data collected under the factual assignment mechanism. We develop a flow-matching approach that combines a sample-split, doubly robust training objective with a learned coupling between observed source outcomes and target outcomes drawn from a fitted conditional outcome model. To enable finite-step generation, we leverage a score-corrected stochastic sampler based on a Gaussian-smoothed interpolation. Our main theoretical contribution is a coupling-sensitive KL bound for constant-step Euler discretization: the error is controlled by moments of the source--target displacement under the chosen coupling, rather than by global uniform regularity of the velocity field, and has near-linear dependence on the ambient dimension. We also establish finite-sample non-parametric guarantees for the learned velocity and score fields when both the conditional outcome model and the source-target coupling are estimated from data. These bounds separate approximation, coupling-replacement, nuisance-estimation, generalization, and Monte Carlo errors and, combined with the sampler analysis, yield an end-to-end guarantee for counterfactual generation. Experiments on synthetic and semi-synthetic image benchmarks support the coupling-dependent theory and show that, at finite discretization budgets, the stochastic sampler can outperform the corresponding deterministic ODE sampler.

Humans can effortlessly reason about scenes across different viewpoints, yet it remains unclear whether Vision-Language Models (VLMs) possess similar cross-view spatial abilities. Satellite-street scene pairs, with their complex contexts and extreme viewpoint variations, provide an ideal testbed. Motivated by this, we introduce CVSBench, a large-scale benchmark for evaluating cross-view spatial reasoning through satellite-street pairs. This benchmark supports multiple tasks, including cross-view VQA, cross-view grounding, and viewpoint identification. CVSBench comprises 3,297 cross-view image groups with 9,468 object-level annotations and 40,679 question-answer (QA) pairs, enabling systematic and controlled evaluation of cross-view spatial reasoning. Extensive evaluations reveal that advanced VLMs struggle to maintain object-level and layout consistency under drastic viewpoint changes. To bridge this gap towards human-like spatial cognition, we investigate two categories of approaches: spatially grounded reasoning and the incorporation of cognitive map inputs. Our findings demonstrate that language-only reasoning yields marginal improvements, while incorporating visual spatial imagination via a 3D scene imagination pipeline substantially improves cross-view reasoning. These results highlight the necessity of explicit visual-spatial representations for robust spatial cognition in VLMs. Our data and code are released at https://huggingface.co/datasets/zlyzlyzly/CVSBench.

As machine learning models evolve, maintaining transparency demands more human-centric explainable AI techniques. Counterfactual explanations, with roots in human reasoning, identify the minimal input changes needed to obtain a given output and, hence, are crucial for supporting decision-making. Despite their importance, the evaluation of these explanations often lacks grounding in user studies and remains fragmented, with existing metrics not fully capturing human perspectives. To address this challenge, we developed a diverse set of 30 counterfactual scenarios and collected ratings across 8 evaluation metrics from 206 respondents. Subsequently, we fine-tuned different Large Language Models (LLMs) to predict average or individual human judgment across these metrics. Our methodology allowed LLMs to achieve an accuracy of up to 63% in zero-shot evaluations and 85% (over a 3-classes prediction) with fine-tuning across all metrics. The fine-tuned models predicting human ratings offer better comparability and scalability in evaluating different counterfactual explanation frameworks.

Vision-and-Language Navigation (VLN) requires the agent to navigate by following natural instructions under partial observability, making it difficult to align perception with language. Recent methods mitigate this by imagining future scenes, yet they rely on vision-based synthesis, leading to high computational cost and redundant details. To this end, we propose to adaptively imagine key environmental semantics via language form, enabling a more reliable and efficient strategy. Specifically, we introduce a novel Adaptive Text Dreamer (ATD), a dual-branch self-guided imagination policy built upon a large language model (LLM). ATD is designed with a human-like left-right brain architecture, where the left brain focuses on logical integration, and the right brain is responsible for imaginative prediction of future scenes. To achieve this, we fine-tune only the Q-former within both brains to efficiently activate domain-specific knowledge in the LLM, enabling dynamic updates of logical reasoning and imagination during navigation. Furthermore, we introduce a cross-interaction mechanism to regularize the imagined outputs and inject them into a navigation expert module, allowing ATD to jointly exploit both the reasoning capacity of the LLM and the expertise of the navigation model. We conduct extensive experiments on the R2R benchmark, where ATD achieves state-of-the-art performance with fewer parameters. The code is https://github.com/zhangpingrui/Adaptive-Text-Dreamer{here}.

We propose CounterCurate, a framework to comprehensively improve the visio-linguistic compositional reasoning capability for both contrastive and generative multimodal models. In particular, we identify two under-explored critical problems: the neglect of the physically grounded reasoning (counting and position understanding) and the potential of using highly capable text and image generation models for semantic counterfactual fine-tuning. Our work pioneers an approach that addresses these gaps. We first spotlight the near-chance performance of multimodal models like CLIP and LLaVA in physically grounded compositional reasoning. We then apply simple data augmentation using a grounded image generation model, GLIGEN, to generate finetuning data, resulting in significant performance improvements: +33% and +37% for CLIP and LLaVA, respectively, on our newly curated Flickr30k-Positions benchmark. Moreover, we exploit the capabilities of high-performing text generation and image generation models, specifically GPT-4V and DALLE-3, to curate challenging semantic counterfactuals, thereby further enhancing compositional reasoning capabilities on benchmarks such as SugarCrepe, where CounterCurate outperforms GPT-4V.

As reasoning models scale rapidly, the essential role of multimodality in human cognition has come into sharp relief, driving a growing need to probe vision-centric cognitive behaviors. Yet, existing multimodal benchmarks either overemphasize textual reasoning or fall short of systematically capturing vision-centric cognitive behaviors, leaving the cognitive capacity of MLLMs insufficiently assessed. To address this limitation, we introduce MME-CC (Multi-Modal Evaluation benchmark of Cognitive Capacity), a vision-grounded benchmark that organizes 11 representative reasoning tasks into three fundamental categories of visual information: spatial, geometric, and knowledge-based reasoning, and provides fine-grained analyses of MLLMs' cognitive capacity across these dimensions. Based on MME-CC, we conduct extensive experiments over 16 representative MLLMs. Our study reveals that closed-source models currently lead overall (e.g., 42.66 for Gemini-2.5-Pro vs. 30.45 for GLM-4.5V), while spatial and geometric reasoning remain broadly weak (less than or equal to 30%). We further identify common error patterns, including orientation mistakes, fragile cross-view identity persistence, and poor adherence to counterfactual instructions, and observe that Chain-of-Thought typically follows a three-stage process (extract -> reason -> verify) with heavy reliance on visual extraction. We hope this work catalyzes a shift toward treating the cognitive capacity of MLLMs as central to both evaluation and model design.

Large-scale pretrained language models have made significant advances in solving downstream language understanding tasks. However, they generally suffer from reporting bias, the phenomenon describing the lack of explicit commonsense knowledge in written text, e.g., ''an orange is orange''. To overcome this limitation, we develop a novel approach, Z-LaVI, to endow language models with visual imagination capabilities. Specifically, we leverage two complementary types of ''imaginations'': (i) recalling existing images through retrieval and (ii) synthesizing nonexistent images via text-to-image generation. Jointly exploiting the language inputs and the imagination, a pretrained vision-language model (e.g., CLIP) eventually composes a zero-shot solution to the original language tasks. Notably, fueling language models with imagination can effectively leverage visual knowledge to solve plain language tasks. In consequence, Z-LaVI consistently improves the zero-shot performance of existing language models across a diverse set of language tasks.

Logical reading comprehension is a challenging task that entails grasping the underlying semantics of text and applying reasoning to deduce the correct answer. Prior researches have primarily focused on enhancing logical reasoning capabilities through Chain-of-Thought (CoT) or data augmentation. However, previous work constructing chain-of-thought rationales concentrates solely on analyzing correct options, neglecting the incorrect alternatives. Addtionally, earlier efforts on data augmentation by altering contexts rely on rule-based methods, which result in generated contexts that lack diversity and coherence. To address these issues, we propose a Premise-Oriented Data Augmentation (PODA) framework. This framework can generate CoT rationales including analyses for both correct and incorrect options, while constructing diverse and high-quality counterfactual contexts from incorrect candidate options. We integrate summarizing premises and identifying premises for each option into rationales. Subsequently, we employ multi-step prompts with identified premises to construct counterfactual context. To facilitate the model's capabilities to better differentiate the reasoning process associated with each option, we introduce a novel thought-path contrastive learning method that compares reasoning paths between the original and counterfactual samples. Experimental results on three representative LLMs demonstrate that our method can improve the baselines substantially across two challenging logical reasoning benchmarks (ReClor and LogiQA 2.0). The data and code are released at https://github.com/lalalamdbf/TPReasoner.

Video generative models provide rich physical priors for robot learning, yet existing world-action models (WAMs) face a fundamental trade-off: synchronous video generation at control rate is latency-prohibitive, while abandoning test-time visual imagination sacrifices task success. We show that visual imagination achieves both real-time inference and superior success rates when generated asynchronously off the critical path and consumed directly in latent space. We introduce GlanceWAM, which decouples imagination from control within a single video DiT: an asynchronous proposer glances ahead on a slow clock to imagine a single lookahead frame seconds into the future in the background, while an action head decodes action chunks at control rate (48 ms) purely in latent space without blocking. Enabled by a non-interfering attention mask that isolates video representations and staleness-robust horizon training that accommodates asynchronous lookahead aging, GlanceWAM breaks the speed-success dilemma. Trained purely on demonstrations, it attains 72.2% on the 24-task RoboCasa kitchen benchmark (surpassing synchronous Cosmos Policy at 67.1% and imagination-free co-training at 64.4%) and 99.0% on LIBERO, executing at 48 ms per chunk on an NVIDIA A100 GPU (24x faster than synchronous baselines). Code is available at https://github.com/linhanwang/GlanceWAM.

Standard vision-language-action (VLA) models rely on fitting statistical data priors, limiting their robust understanding of underlying physical dynamics. Reinforcement learning enhances physical grounding through exploration yet typically relies on external reward signals that remain isolated from the agent's internal states. World action models have emerged as a promising paradigm that integrates imagination and control to enable predictive planning. However, they rely on implicit context modeling, lacking explicit mechanisms for self-improvement. To solve these problems, we propose Self-Correcting VLA (SC-VLA), which achieve self-improvement by intrinsically guiding action refinement through sparse imagination. We first design sparse world imagination by integrating auxiliary predictive heads to forecast current task progress and future trajectory trends, thereby constraining the policy to encode short-term physical evolution. Then we introduce the online action refinement module to reshape progress-dependent dense rewards, adjusting trajectory orientation based on the predicted sparse future states. Evaluations on challenging robot manipulation tasks from simulation benchmarks and real-world settings demonstrate that SC-VLA achieve state-of-the-art performance, yielding the highest task throughput with 16% fewer steps and a 9% higher success rate than the best-performing baselines, alongside a 14% gain in real-world experiments. Code is available at https://github.com/Kisaragi0/SC-VLA.

Recent advances in world models have shown promise for modeling future dynamics of environmental states, enabling agents to reason and act without accessing real environments. Current methods mainly perform single-step or fixed-horizon rollouts, leaving their potential for complex task planning under-exploited. We propose Imagine-then-Plan (ITP), a unified framework for agent learning via lookahead imagination, where an agent's policy model interacts with the learned world model, yielding multi-step ``imagined'' trajectories. Since the imagination horizon may vary by tasks and stages, we introduce a novel adaptive lookahead mechanism by trading off the ultimate goal and task progress. The resulting imagined trajectories provide rich signals about future consequences, such as achieved progress and potential conflicts, which are fused with current observations, formulating a partially observable and imaginable Markov decision process to guide policy learning. We instantiate ITP with both training-free and reinforcement-trained variants. Extensive experiments across representative agent benchmarks demonstrate that ITP significantly outperforms competitive baselines. Further analyses validate that our adaptive lookahead largely enhances agents' reasoning capability, providing valuable insights into addressing broader, complex tasks.

Large language models (LLMs) are becoming deeply embedded in human communication and decision-making, yet they inherit the ambiguity, bias, and lack of direct access to truth inherent in language itself. While their outputs are fluent, emotionally resonant, and coherent, they are generated through statistical prediction rather than grounded reasoning. This creates the risk of hallucination, responses that sound convincing but lack factual validity. Building on Geoffrey Hinton's observation that AI mirrors human intuition rather than reasoning, this paper argues that LLMs operationalize System 1 cognition at scale: fast, associative, and persuasive, but without reflection or falsification. To address this, we introduce the Rose-Frame, a three-dimensional framework for diagnosing cognitive and epistemic drift in human-AI interaction. The three axes are: (i) Map vs. Territory, which distinguishes representations of reality (epistemology) from reality itself (ontology); (ii) Intuition vs. Reason, drawing on dual-process theory to separate fast, emotional judgments from slow, reflective thinking; and (iii) Conflict vs. Confirmation, which examines whether ideas are critically tested through disagreement or simply reinforced through mutual validation. Each dimension captures a distinct failure mode, and their combination amplifies misalignment. Rose-Frame does not attempt to fix LLMs with more data or rules. Instead, it offers a reflective tool that makes both the model's limitations and the user's assumptions visible, enabling more transparent and critically aware AI deployment. It reframes alignment as cognitive governance: intuition, whether human or artificial, must remain governed by human reason. Only by embedding reflective, falsifiable oversight can we align machine fluency with human understanding.

World models must predict how an environment evolves under sequences of actions, enabling agents to compare possible futures and reason about counterfactual actions before acting. Long-horizon prediction is commonly obtained by recursively applying a one-step transition model, but intermediate errors can compound over time. Multi-step dynamics models instead condition on a sequence of future actions and predict their consequences directly, but become harder to learn as horizon grows: the model must track interacting state changes across the trajectory, endpoint supervision provides weak credit assignment, and intermediate predictions can remain plausible while losing information needed for later states. We show that these challenges can be addressed by casting the internal evolution of a multi-step transition as structured reasoning over textual world states: reasoning over sparse state changes reduces the burden of state tracking, a predictive-gain objective rewards the learned state for improving over a matched predictor that conditions on raw history instead, and intermediate predictive rewards supervise each state along the trajectory. Because these intermediate states are explicit textual representations of the world, they provide semantically meaningful targets that can be inspected, scored, and corrected during training. Across ScienceWorld, Jericho, and CEO-Bench, our approach achieves the strongest average long-horizon performance against recursive and non-recursive baselines that condition directly on raw history, with gains increasing at longer horizons. In a controlled counterfactual study, our model is also the only one with statistically significant sensitivity to future actions.

Scalable driving simulators typically execute vehicle commands using prescribed behavioral or kinematic rules, overlooking the physics of tire-road interfaces, thereby limiting their ability to capture how adverse road and environmental conditions alter vehicle execution and propagate through traffic. To address this limitation, we present SceneFactory-3D, a GPU-batched, physics-grounded multi-agent driving simulator. Vehicles execute acceleration and steering commands via suspension- and friction-limited forces evaluated at each wheel-contact point. Spatially varying friction, per-world 3D heightfields, gravity, and rigid contact consistently govern wheel motion and chassis collisions. Per-world terrain isolation and GPU batching enable SceneFactory-3D to run matched physical counterfactuals in parallel: traffic scenario setup and vehicle controllers remain fixed while only the road condition changes, enabling the resulting closed-loop effects to be evaluated across parallel worlds. To demonstrate the advantage of the SceneFactory-3D-enabled counterfactual evaluation, we conduct an empirical study on vehicle controllers' sensitivity to road conditions. We study three learned-policy families on 1,024 matched 12-vehicle worlds per condition, and two classical planners on a shared 32-world subset, across 21 friction and grade conditions. When friction drops from 1.0 to 0.18, the share of vehicles that clear the work zone safely falls by 6 to 90 percentage points across learned policies (18-19 for classical planners), and near-collision situations become more frequent for every learned policy. Code: https://github.com/SmallWorldLab/SceneFactory_3D

In this paper, we demonstrate the feasibility of alterfactual explanations for black box image classifiers. Traditional explanation mechanisms from the field of Counterfactual Thinking are a widely-used paradigm for Explainable Artificial Intelligence (XAI), as they follow a natural way of reasoning that humans are familiar with. However, most common approaches from this field are based on communicating information about features or characteristics that are especially important for an AI's decision. However, to fully understand a decision, not only knowledge about relevant features is needed, but the awareness of irrelevant information also highly contributes to the creation of a user's mental model of an AI system. To this end, a novel approach for explaining AI systems called alterfactual explanations was recently proposed on a conceptual level. It is based on showing an alternative reality where irrelevant features of an AI's input are altered. By doing so, the user directly sees which input data characteristics can change arbitrarily without influencing the AI's decision. In this paper, we show for the first time that it is possible to apply this idea to black box models based on neural networks. To this end, we present a GAN-based approach to generate these alterfactual explanations for binary image classifiers. Further, we present a user study that gives interesting insights on how alterfactual explanations can complement counterfactual explanations.

While humans can identify physically implausible events within milliseconds, machine learning approaches addressing the same problem are extremely slow and expensive. They either rely on external multimodal-LLM judges or require ad-hoc modifications to the training procedure. In this work, we argue that indicators of physical plausibility are implicitly captured by five geometric properties of the per-frame embeddings produced by frozen image encoders. In aggregate, we call them GEOPHYS. First, we show that these signals correlate with human EEG responses to two forms of object-permanence violations. Second, GEOPHYS robustly discriminates physically implausible videos from realistic ones, achieving state-of-the-art physics-violation detection: 98.3% on LikePhys and 93.3% on IntPhys2, whereas V-JEPA 2, GPT-4o, Gemini, and twelve modern video diffusion models perform near chance. Third, used as a best-of-N verifier for physical alignment during video generation, GEOPHYS lifts MAGI-1 24B from 50.01% to 64.50% on PhysicsIQ at 1.5x lower wall-clock and 4.65x lower memory than the V-JEPA 2 world-model verifier. Ultimately, GEOPHYS demonstrates that physical plausibility in videos can be assessed by leveraging the emergent geometric properties of temporal features extracted from image encoders.

Omnimodal large language models (OLLMs) are susceptible to cross-modal hallucinations under audio-visual interference. We find that, for a substantial fraction of incorrect joint predictions, the question-relevant unimodal branch can still recover the correct answer, suggesting that task-relevant evidence can remain recoverable from the relevant modality even when it is not reflected in the joint prediction. We refer to this recoverable failure pattern as modality misrouting. We propose CaRe (Conflict-aware Residual Intervention), a training-free inference-time method for identifying and correcting modality misrouting. CaRe uses a text-only modality probe to identify a candidate modality-specific counterfactual branch, and flags potential misrouting when its prediction conflicts with the original joint prediction. For such cases, CaRe computes a residual direction from the discrepancy between the counterfactual and fused representations and uses it to steer the original multimodal state toward the relevant modality evidence, while retaining both modalities in the original audio-visual inference path. The intervention strength is adapted based on the confidence of the counterfactual branch. Experiments on CMM and AVHBench across two OLLMs show that CaRe consistently outperforms the evaluated inference-time hallucination-mitigation baselines.

Large Language Models (LLMs) have demonstrated impressive reasoning capabilities, yet they struggle with spatial tasks that require mental simulation, such as mental rotation. This paper investigates whether equipping an LLM with an external ``Imagery Module'' -- a tool capable of rendering and rotating 3D models -- can bridge this gap, functioning as a ``cognitive prosthetic.'' We conducted experiments using a dual-module architecture in which a reasoning module (an MLLM) interacts with an imagery module on 3D model rotation tasks. Performance was lower than expected, with accuracy reaching at most 62.5%. Further investigation suggests that even when the burden of maintaining and manipulating a holistic 3D state is outsourced, the system still fails. This reveals that current frontier models lack the foundational visual-spatial primitives required to interface with imagery. Specifically, they lack: (1) the low-level sensitivity to extract spatial signals such as (a) depth, (b) motion, and (c) short-horizon dynamic prediction; and (2) the capacity to reason contemplatively over images, dynamically shifting visual focus and balancing imagery with symbolic and associative information.

Vision-Language-Action (VLA) models have recently achieved notable progress in end-to-end autonomous driving by integrating perception, reasoning, and control within a unified multimodal framework. However, they often lack explicit modeling of temporal dynamics and global world consistency, which limits their foresight and safety. In contrast, world models can simulate plausible future scenes but generally struggle to reason about or evaluate the imagined future they generate. In this work, we present VLA-World, a simple yet effective VLA world model that unifies predictive imagination with reflective reasoning to improve driving foresight. VLA-World first uses an action-derived feasible trajectory to guide the generation of the next-frame image, capturing rich spatial and temporal cues that describe how the surrounding environment evolves. The model then reasons over this self-generated future imagined frame to refine the predicted trajectory, achieving higher performance and better interpretability. To support this pipeline, we curate nuScenes-GR-20K, a generative reasoning dataset derived from nuScenes, and employ a three-stage training strategy that includes pretraining, supervised fine-tuning, and reinforcement learning. Extensive experiments demonstrate that VLA-World consistently surpasses state-of-the-art VLA and world-model baselines on both planning and future-generation benchmarks. Project page: https://vlaworld.github.io

As Large Language Models (LLMs) continue to advance, they exhibit certain cognitive patterns similar to those of humans that are not directly specified in training data. This study investigates this phenomenon by focusing on temporal cognition in LLMs. Leveraging the similarity judgment task, we find that larger models spontaneously establish a subjective temporal reference point and adhere to the Weber-Fechner law, whereby the perceived distance logarithmically compresses as years recede from this reference point. To uncover the mechanisms behind this behavior, we conducted multiple analyses across neuronal, representational, and informational levels. We first identify a set of temporal-preferential neurons and find that this group exhibits minimal activation at the subjective reference point and implements a logarithmic coding scheme convergently found in biological systems. Probing representations of years reveals a hierarchical construction process, where years evolve from basic numerical values in shallow layers to abstract temporal orientation in deep layers. Finally, using pre-trained embedding models, we found that the training corpus itself possesses an inherent, non-linear temporal structure, which provides the raw material for the model's internal construction. In discussion, we propose an experientialist perspective for understanding these findings, where the LLMs' cognition is viewed as a subjective construction of the external world by its internal representational system. This nuanced perspective implies the potential emergence of alien cognitive frameworks that humans cannot intuitively predict, pointing toward a direction for AI alignment that focuses on guiding internal constructions. Our code is available at https://TheOtherMind.github.io.

Understanding memorisation in language models has practical and societal implications, e.g., studying models' training dynamics or preventing copyright infringements. Prior work defines memorisation as the causal effect of training with an instance on the model's ability to predict that instance. This definition relies on a counterfactual: the ability to observe what would have happened had the model not seen that instance. Existing methods struggle to provide computationally efficient and accurate estimates of this counterfactual. Further, they often estimate memorisation for a model architecture rather than for a specific model instance. This paper fills an important gap in the literature, proposing a new, principled, and efficient method to estimate memorisation based on the difference-in-differences design from econometrics. Using this method, we characterise a model's memorisation profile--its memorisation trends across training--by only observing its behaviour on a small set of instances throughout training. In experiments with the Pythia model suite, we find that memorisation (i) is stronger and more persistent in larger models, (ii) is determined by data order and learning rate, and (iii) has stable trends across model sizes, thus making memorisation in larger models predictable from smaller ones.

In Marius von Senden's Space and Sight, a newly sighted blind patient describes the experience of a corner as lemon-like, because corners "prick" sight like lemons prick the tongue. Prickliness, here, is a dimension in the feature space of sensory experience, an effect of the perceived on the perceiver that arises where the two interact. In the account of the newly sighted, an effect familiar from one interaction translates to a novel context. Perception serves as the vehicle for generalization, in that an effect shared across different experiences produces a concrete abstraction grounded in those experiences. Cezanne and the post-impressionists, fluent in the language of experience translation, realized that the way to paint a concrete form that best reflected reality was to paint not what they saw, but what it was like to see. We envision a future of creation using AI where what it is like to see is replicable, transferrable, manipulable - part of the artist's palette that is both grounded in a particular context, and generalizable beyond it. An active line of research maps human-interpretable features onto directions in GAN latent space. Supervised and self-supervised approaches that search for anticipated directions or use off-the-shelf classifiers to drive image manipulation in embedding space are limited in the variety of features they can uncover. Unsupervised approaches that discover useful new directions show that the space of perceptually meaningful directions is nowhere close to being fully mapped. As this space is broad and full of creative potential, we want tools for direction discovery that capture the richness and generalizability of human perception. Our approach puts creators in the discovery loop during real-time tool use, in order to identify directions that are perceptually meaningful to them, and generate interpretable image translations along those directions.

Spatial intelligence is essential for agents to move from static semantic understanding toward interacting with the physical world. Many spatial tasks are grounded in continuous visual scenes, where locations, regions, and paths are more naturally expressed by pointing, marking, or drawing than by reporting precise coordinates or discrete textual symbols. Yet existing spatial reasoning benchmarks usually require coordinates, options, or text, creating an answer-interface mismatch for image-generation models. This makes it difficult to evaluate image-generation models under the same task semantics as text-output VLMs, despite their ability to externalize spatial judgments directly in pixel space. We propose ProVisE (Protocolized Visual Evaluation), a benchmark-agnostic framework that elicits protocol-constrained visual answers from image-generation models and parses them into structured predictions compatible with original metrics. ProVisE also includes an Agentic builder that constructs and validates task-specific protocols for new benchmarks. We further introduce SpatialGen-Bench, a curated diagnostic benchmark of 470 samples across 14 spatial subtasks, four capability levels, and diverse answer forms. We evaluate representative text-output VLMs and image-generation models in a unified setting and validate Agentic protocol construction on six external spatial benchmarks. Results show that image-generation models are competitive when spatial answers can be externalized directly in pixel space, while text-output VLMs retain a clear advantage in compositional spatial reasoning. These findings reveal complementary strengths of pixel-space expression and text-based reasoning and establish a metric-compatible testbed for studying spatial cognition in image-generation models.

Spatial intelligence unfolds through a perception-action loop: agents act to acquire observations, and reason about how observations vary as a function of action. Rather than passively processing what is seen, they actively uncover what is unseen - occluded structure, dynamics, containment, and functionality that cannot be resolved from passive sensing alone. We move beyond prior formulations of spatial intelligence that assume oracle observations by recasting the observer as an actor. We introduce ESI-BENCH, a comprehensive benchmark for embodied spatial intelligence spanning 10 task categories and 29 subcategories built on OmniGibson, grounded in Spelke's core knowledge systems. Agents must decide what abilities to deploy - perception, locomotion, and manipulation - and how to sequence them to actively accumulate task-relevant evidence. We conduct extensive experiments on state-of-the-art MLLMs and find that active exploration substantially outperforms passive counterparts, with agents spontaneously discovering emergent spatial strategies without explicit instructions, while random multi-view often adds noise rather than signal despite consuming far more images. Most failures stem not from weak perception but from action blindness: poor action choices lead to poor observations, which in turn drive cascading errors. While explicit 3D grounding stabilizes reasoning on depth-sensitive tasks, imperfect 3D representation proves more harmful than 2D baselines by distorting spatial relations. Human studies further reveal that unlike humans who seek falsifying viewpoints and revise beliefs under contradiction, models commit prematurely with high confidence regardless of evidence quality, exposing a metacognitive gap that neither better perception nor more embodied interaction alone can close.

Interventional counterfactuals evaluate statements such as "had A been a" by replacing the assignment for A while keeping the unit's exogenous background fixed. Backtracking counterfactuals reverse this logic: they preserve the structural assignments and instead vary background conditions across worlds. This semantics is natural for diagnostic explanation, but full backtracking may be too permissive because every exogenous coordinate can vary. We introduce scope-restricted backtracking counterfactuals, in which the modeler specifies which coordinates may vary while the remainder are shared across worlds. The scope determines the admissible carriers of the contrast, while a cross-world kernel governs the plausibility of their alternative values. We present model-based inference for general scope-restricted backtracking counterfactuals, derive sharp marginal bounds for a specified explanatory query, and establish frontier and compatibility conditions under which this explanatory query admits a modified-value policy representation. A linear-Gaussian example distinguishes local-noise, ancestor, irrelevant-noise, and infeasible explanations across scopes, while an application to the UCI Adult benchmark illustrates kernel specification, sensitivity, and how much of the explanation is carried by the cross-world coupling itself.

Video editing has advanced substantially in recent years, with methods increasingly accounting for the visual consequences of edits, such as changes to shadows and occlusions. However, the physical consequences of edits, including changes to subsequent motion and interactions, remain less explored. We formulate this problem as physical counterfactual video editing (PCVE), which aims to generate a counterfactual video depicting the resulting motion and interactions given a source video, a physical edit, and its execution frame. PCVE is challenging because it requires understanding scene physics and inferring the downstream motion and interactions induced by a physical intervention, while paired factual and counterfactual data and dedicated evaluation metrics are lacking. We introduce VideoPhysEdit, a new training-free pipeline for PCVE in rigid-body scenes. It makes physical reasoning explicit through a novel physical scene reconstruction method that recovers a scene reproducing the observed motion and interactions under simulation, enabling the pipeline to apply physical edits as interventions and use the resulting trajectories to guide counterfactual video generation. We further construct PCVE-RigidBench, a synthetic benchmark with paired source and counterfactual target videos and physical ground truth, and introduce the Physical Edit Score. VideoPhysEdit achieves substantially higher physical edit accuracy than open-source methods and commercial models while maintaining competitive visual fidelity. Its Physical Edit Score is 0.376, the only positive score among the compared methods. Qualitative comparisons on real videos further show that VideoPhysEdit applies to real-world scenes and better depicts the downstream motion and interactions induced by the edits than the compared methods. Code: https://github.com/Hammour-steak/VideoPhysEdit

We present a general causal generative modelling framework for accurate estimation of high fidelity image counterfactuals with deep structural causal models. Estimation of interventional and counterfactual queries for high-dimensional structured variables, such as images, remains a challenging task. We leverage ideas from causal mediation analysis and advances in generative modelling to design new deep causal mechanisms for structured variables in causal models. Our experiments demonstrate that our proposed mechanisms are capable of accurate abduction and estimation of direct, indirect and total effects as measured by axiomatic soundness of counterfactuals.

Diffusion probabilistic models (DPMs) have become the state-of-the-art in high-quality image generation. However, DPMs have an arbitrary noisy latent space with no interpretable or controllable semantics. Although there has been significant research effort to improve image sample quality, there is little work on representation-controlled generation using diffusion models. Specifically, causal modeling and controllable counterfactual generation using DPMs is an underexplored area. In this work, we propose CausalDiffAE, a diffusion-based causal representation learning framework to enable counterfactual generation according to a specified causal model. Our key idea is to use an encoder to extract high-level semantically meaningful causal variables from high-dimensional data and model stochastic variation using reverse diffusion. We propose a causal encoding mechanism that maps high-dimensional data to causally related latent factors and parameterize the causal mechanisms among latent factors using neural networks. To enforce the disentanglement of causal variables, we formulate a variational objective and leverage auxiliary label information in a prior to regularize the latent space. We propose a DDIM-based counterfactual generation procedure subject to do-interventions. Finally, to address the limited label supervision scenario, we also study the application of CausalDiffAE when a part of the training data is unlabeled, which also enables granular control over the strength of interventions in generating counterfactuals during inference. We empirically show that CausalDiffAE learns a disentangled latent space and is capable of generating high-quality counterfactual images.

Existing spatial reasoning benchmarks mainly test spatial perception: reading off relations already visible in the input. Yet real-world spatial intelligence demands predictive spatial reasoning: constructing a scene from observations, anticipating how an intervention changes it, and reasoning about the unseen outcome. We introduce SpaceCast-Bench, the first benchmark to directly and diagnostically evaluate this capability. Built around an observe-transform-infer framework, its 3,862 questions from 182 real-world scenes span 16 task types at three levels: static perception, local prediction, and global prediction, progressively requiring scene understanding, spatial state updating, and relational inference over unobserved outcomes. Evaluating 21 models exposes a stark gap: the strongest model reaches only 58.0% against 87.2% human performance, while spatially specialized models remain near random chance. Controlled analyses further reveal that bridge views are critical for integrating distributed observations, and that explicit 3D evidence benefits models more reliably than generated outcome images or videos. Fine-tuning on our programmatically generated data lifts Qwen3-VL-4B from 34.0% to 65.7% with macro-average gains across six out-of-domain benchmarks.

Counterfactual medical image generation enables clinicians to explore clinical hypotheses, such as predicting disease progression, facilitating their decision-making. While existing methods can generate visually plausible images from disease progression prompts, they produce silent predictions that lack interpretation to verify how the generation reflects the hypothesized progression -- a critical gap for medical applications that require traceable reasoning. In this paper, we propose Interpretable Counterfactual Generation (ICG), a novel task requiring the joint generation of counterfactual images that reflect the clinical hypothesis and interpretation texts that outline the visual changes induced by the hypothesis. To enable ICG, we present ICG-CXR, the first dataset pairing longitudinal medical images with hypothetical progression prompts and textual interpretations. We further introduce ProgEmu, an autoregressive model that unifies the generation of counterfactual images and textual interpretations. We demonstrate the superiority of ProgEmu in generating progression-aligned counterfactuals and interpretations, showing significant potential in enhancing clinical decision support and medical education. Project page: https://progemu.github.io.

Human interactions are deeply rooted in the interplay of thoughts, beliefs, and desires made possible by Theory of Mind (ToM): our cognitive ability to understand the mental states of ourselves and others. Although ToM may come naturally to us, emulating it presents a challenge to even the most advanced Large Language Models (LLMs). Recent improvements to LLMs' reasoning capabilities from simple yet effective prompting techniques such as Chain-of-Thought have seen limited applicability to ToM. In this paper, we turn to the prominent cognitive science theory "Simulation Theory" to bridge this gap. We introduce SimToM, a novel two-stage prompting framework inspired by Simulation Theory's notion of perspective-taking. To implement this idea on current ToM benchmarks, SimToM first filters context based on what the character in question knows before answering a question about their mental state. Our approach, which requires no additional training and minimal prompt-tuning, shows substantial improvement over existing methods, and our analysis reveals the importance of perspective-taking to Theory-of-Mind capabilities. Our findings suggest perspective-taking as a promising direction for future research into improving LLMs' ToM capabilities.

Spatial reasoning requires more than access to geometric tools: a reasoner must decide when direct observation is sufficient and when to reconstruct, measure, or change reference frames. We present SpatialBrain, a framework that retains experience about these decisions while keeping its vision-language backbone fixed. The key distinction is between evidence about a scene and experience about how to reason with that evidence. 3DFusionMemory fuses current-scene observations into queryable spatial relations. A Spatial Skill Library provides reusable tool procedures, and Spatial Cognition associates task conditions with experience about when and how to use memory and skills. Completed trajectories are abstracted into process records and consolidated between task blocks, allowing later decisions to draw on earlier execution without transferring scene coordinates or reference answers. Across five spatial-reasoning benchmarks, SpatialBrain improves on direct answers from the same backbone on four and ties on the fifth. Component comparisons, experience-coverage curves, and traced resource decisions characterize how the framework accumulates and uses these resources.

Spatial reasoning is a core aspect of human intelligence that allows perception, inference and planning in 3D environments. However, current vision-language models (VLMs) struggle to maintain geometric coherence and cross-view consistency for spatial reasoning in multi-view settings. We attribute this gap to the lack of fine-grained benchmarks that isolate multi-view reasoning from single-view perception and temporal factors. To address this, we present ReMindView-Bench, a cognitively grounded benchmark for evaluating how VLMs construct, align and maintain spatial mental models across complementary viewpoints. ReMindView-Bench systematically varies viewpoint spatial pattern and query type to probe key factors of spatial cognition. Evaluations of 15 current VLMs reveals consistent failures in cross-view alignment and perspective-taking in multi-view spatial reasoning, motivating deeper analysis on the reasoning process. Explicit phase-wise analysis using LLM-as-a-judge and self-consistency prompting shows that VLMs perform well on in-frame perception but degrade sharply when integrating information across views. Implicit analysis, including linear probing and entropy dynamics, further show progressive loss of task-relevant information and uncertainty separation between correct and incorrect trajectories. These results provide a cognitively grounded diagnosis of VLM spatial reasoning and reveal how multi-view spatial mental models are formed, degraded and destabilized across reasoning phases. The ReMindView-Bench benchmark is available at https://huggingface.co/datasets/Xue0823/ReMindView-Bench, and the source codes of benchmark construction and VLM reasoning analysis are available at https://github.com/pittisl/ReMindView-Bench.

Recent advances in world models and video generation have given rise to an emerging reasoning paradigm that leverages video generative models to simulate, predict, and reason about real-world dynamics. We redefine this paradigm as Thinking in Video, where video is not merely an output artifact but a medium for constructing, extending, and verifying causal thought. However, this promise remains unverified: convincing rollouts may reflect memorized appearances rather than causal understanding, while existing metrics separate perceptual fidelity from semantic logic. To evaluate whether video generators support such reasoning, we introduce the Causal-Generative Dual-Judge (CGDJ), auditing World Model Consistency from two perspectives. Explicit Causal Perception tests whether a generator reads a video scenario as a reasoning problem through spatio-temporal flattened visual question answering, while Implicit Generative Perception-Prediction Gap evaluates whether it renders the causal consequence as a consistent future video. Applying CGDJ to representative open- and closed-source generators reveals a clear Perception-Prediction Gap: open-source models produce plausible dynamics despite near-zero explicit causal perception, whereas advanced closed-source systems show stronger but still limited alignment between reasoning and generation. Further analysis exposes audio-visual misalignment, where models verbalize correct causal logic more reliably than they render it, challenging the "world simulator" narrative.

With the rise of Large Language Models(LLMs), it has become crucial to understand their capabilities and limitations in deciphering and explaining the complex web of causal relationships that language entails. Current methods use either explicit or implicit causal reasoning, yet there is a strong need for a unified approach combining both to tackle a wide array of causal relationships more effectively. This research proposes a novel architecture called Context Aware Reasoning Enhancement with Counterfactual Analysis(CARE CA) framework to enhance causal reasoning and explainability. The proposed framework incorporates an explicit causal detection module with ConceptNet and counterfactual statements, as well as implicit causal detection through LLMs. Our framework goes one step further with a layer of counterfactual explanations to accentuate LLMs understanding of causality. The knowledge from ConceptNet enhances the performance of multiple causal reasoning tasks such as causal discovery, causal identification and counterfactual reasoning. The counterfactual sentences add explicit knowledge of the not caused by scenarios. By combining these powerful modules, our model aims to provide a deeper understanding of causal relationships, enabling enhanced interpretability. Evaluation of benchmark datasets shows improved performance across all metrics, such as accuracy, precision, recall, and F1 scores. We also introduce CausalNet, a new dataset accompanied by our code, to facilitate further research in this domain.

Large language models (LLMs) and vision-language models (VLMs) have demonstrated remarkable performance across a wide range of tasks and domains. Despite this promise, spatial understanding and reasoning -- a fundamental component of human cognition -- remains under-explored. We develop novel benchmarks that cover diverse aspects of spatial reasoning such as relationship understanding, navigation, and counting. We conduct a comprehensive evaluation of competitive language and vision-language models. Our findings reveal several counter-intuitive insights that have been overlooked in the literature: (1) Spatial reasoning poses significant challenges where competitive models can fall behind random guessing; (2) Despite additional visual input, VLMs often under-perform compared to their LLM counterparts; (3) When both textual and visual information is available, multi-modal language models become less reliant on visual information if sufficient textual clues are provided. Additionally, we demonstrate that leveraging redundancy between vision and text can significantly enhance model performance. We hope our study will inform the development of multimodal models to improve spatial intelligence and further close the gap with human intelligence.

Despite increasing progress in development of methods for generating visual counterfactual explanations, especially with the recent rise of Denoising Diffusion Probabilistic Models, previous works consider them as an entirely local technique. In this work, we take the first step at globalizing them. Specifically, we discover that the latent space of Diffusion Autoencoders encodes the inference process of a given classifier in the form of global directions. We propose a novel proxy-based approach that discovers two types of these directions with the use of only single image in an entirely black-box manner. Precisely, g-directions allow for flipping the decision of a given classifier on an entire dataset of images, while h-directions further increase the diversity of explanations. We refer to them in general as Global Counterfactual Directions (GCDs). Moreover, we show that GCDs can be naturally combined with Latent Integrated Gradients resulting in a new black-box attribution method, while simultaneously enhancing the understanding of counterfactual explanations. We validate our approach on existing benchmarks and show that it generalizes to real-world use-cases.

Current Large Language Models have achieved Olympiad-level logic, yet Vision-Language Models paradoxically falter on elementary spatial tasks like block counting. This capability mismatch reveals a critical ``spatial intelligence gap,'' where models fail to construct coherent 3D mental representations from 2D observations. We uncover this gap via diagnostic analyses showing the bottleneck is a missing view-consistent spatial interface rather than insufficient visual features or weak reasoning. To bridge this, we introduce 3ViewSense, a framework that grounds spatial reasoning in Orthographic Views. Drawing on engineering cognition, we propose a ``Simulate-and-Reason'' mechanism that decomposes complex scenes into canonical orthographic projections to resolve geometric ambiguities. By aligning egocentric perceptions with these allocentric references, our method facilitates explicit mental rotation and reconstruction. Empirical results on spatial reasoning benchmarks demonstrate that our method significantly outperforms existing baselines, with consistent gains on occlusion-heavy counting and view-consistent spatial reasoning. The framework also improves the stability and consistency of spatial descriptions, offering a scalable path toward stronger spatial intelligence in multimodal systems.

Modern recommender systems treat observed actions as reliable proxies for user preferences, yet interactions often reflect exploration or comparison rather than stable preference expression. As interfaces evolve from static layouts toward generative UIs and immersive extended reality (XR), the need for deeper, modality-agnostic user understanding grows: these adaptive environments must decide not only what to present but where, when, how prominently, and most importantly why a user acts. We propose an Inverse Theory of Mind (IToM) pipeline that reasons backward from observed interactions to infer the beliefs, preferences, and decision-making traits that explain behavior. The pipeline reconstructs each user's decision context, including what was chosen and what alternatives were available, applies LLM-driven counterfactual reasoning to produce evidence-grounded natural-language belief statements, and synthesizes these beliefs through multi-hypothesis abductive inference into a structured user persona. We evaluate on the OPeRA dataset against ground-truth personality assessments, attitudinal surveys, and interview-based personas across four tasks: next action prediction, shopping attitude alignment, Big Five personality inference, and held-out category prediction. Results show that inferred personas match or exceed ground-truth personas and that multi-hypothesis reasoning is essential for accurate personality prediction. We further demonstrate cross-modal transferability with a persona-driven spatial banking application on VisionOS.

This comprehensive report distinguishes prior works by the cognitive functions they innovate. Many works claim an almost "human-like" cognitive capability in their world models. To evaluate these claims requires a proper grounding in first principles in Cognitive Architecture Theory (CAT). We present a conceptual unified framework for world models that fully incorporates all the cognitive functions associated with CAT (i.e. memory, perception, language, reasoning, imagining, motivation, and meta-cognition) and identify gaps in the research as a guide for future states of the art. In particular, we find that motivation (especially intrinsic motivation) and meta-cognition remain drastically under-researched, and we propose concrete directions informed by active inference and global workspace theory to address them. We further introduce Epistemic World Models, a new category encompassing agent frameworks for scientific discovery that operate over structured knowledge. Our taxonomy, applied across video, embodied, and epistemic world models, suggests research directions where prior taxonomies have not.

Vision-Language Models (VLMs) are increasingly deployed in embodied environments, where they need produce numerical outputs such as action magnitudes and spatial coordinates. Although these numbers appear meaningful, it remains unclear whether these numerical outputs are genuinely grounded in spatial perception. Therefore, in this work, we revisit spatial numerical understanding through SpaceNum, a unified framework that captures two complementary settings: numbers as dynamic transitions during spatial exploration, and numbers as static layouts in spatial reasoning. We formulate two bidirectional tasks, Num2Space and Space2Num, to evaluate how well VLMs map between vision-side spatial structure and language-side numerical representations. We systematically study whether current VLMs truly understand numerical values in spatial settings. Across dynamic transitions and static layouts, we find that models largely fail to ground numbers in spatial meaning and often perform close to random guess. Through error analysis, reasoning trace analysis, and controlled interventions, we show that current VLMs rely heavily on shallow spatial cues, struggle to build stable coordinate-aware representations, and fail to abstract structured spatial layouts from visual observations. We further show that explicit reasoning provides only marginal gains, while tuning can partially improve spatial numerical understanding and transfer to external spatial reasoning benchmarks.

Counterfactual reasoning is widely recognized as one of the most challenging and intricate aspects of causality in artificial intelligence. In this paper, we evaluate the performance of large language models (LLMs) in counterfactual reasoning. In contrast to previous studies that primarily focus on commonsense causal reasoning, where LLMs often rely on prior knowledge for inference, we specifically assess their ability to perform counterfactual inference using a set of formal rules. To support this evaluation, we introduce a new benchmark dataset, CounterBench, comprising 1K counterfactual reasoning questions. The dataset is designed with varying levels of difficulty, diverse causal graph structures, distinct types of counterfactual questions, and multiple nonsensical name variants. Our experiments demonstrate that counterfactual reasoning poses a significant challenge for LLMs, with most models performing at levels comparable to random guessing. To enhance LLM's counterfactual reasoning ability, we propose a novel reasoning paradigm, CoIn, which guides LLMs through iterative reasoning and backtracking to systematically explore counterfactual solutions. Experimental results show that our method significantly improves LLM performance on counterfactual reasoning tasks and consistently enhances performance across different LLMs.Our dataset is available at https://huggingface.co/datasets/CounterBench/CounterBench.

Large language models (LLMs) achieve remarkable fluency across linguistic and reasoning tasks but remain systematically prone to hallucination. Prevailing accounts attribute hallucinations to data gaps, limited context, or optimization errors. We argue instead that hallucination is a structural outcome of the transformer architecture. As coherence engines, transformers are compelled to produce fluent continuations, with self-attention simulating the relational structure of meaning but lacking the existential grounding of temporality, mood, and care that stabilizes human understanding. On this basis, we distinguish ontological hallucination, arising when continuations require disclosure of beings in world, and residual reasoning hallucination, where models mimic inference by recycling traces of human reasoning in text. We illustrate these patterns through case studies aligned with Heideggerian categories and an experiment across twelve LLMs showing how simulated "self-preservation" emerges under extended prompts. Our contribution is threefold: (1) a comparative account showing why existing explanations are insufficient; (2) a predictive taxonomy of hallucination linked to existential structures with proposed benchmarks; and (3) design directions toward "truth-constrained" architectures capable of withholding or deferring when disclosure is absent. We conclude that hallucination is not an incidental defect but a defining limit of transformer-based models, an outcome scaffolding can mask but never resolve.

When researchers claim AI systems possess ToM or mental models, they are fundamentally discussing behavioral predictions and bias corrections rather than genuine mental states. This position paper argues that the current discourse conflates sophisticated pattern matching with authentic cognition, missing a crucial distinction between simulation and experience. While recent studies show LLMs achieving human-level performance on ToM laboratory tasks, these results are based only on behavioral mimicry. More importantly, the entire testing paradigm may be flawed in applying individual human cognitive tests to AI systems, but assessing human cognition directly in the moment of human-AI interaction. I suggest shifting focus toward mutual ToM frameworks that acknowledge the simultaneous contributions of human cognition and AI algorithms, emphasizing the interaction dynamics, instead of testing AI in isolation.

Latent visual reasoning aims to mimic human's imagination process by meditating through hidden states of Multimodal Large Language Models. While recognized as a promising paradigm for visual reasoning, the underlying mechanisms driving its effectiveness remain unclear. Motivated to demystify the true source of its efficacy, we investigate the validity of latent reasoning using Causal Mediation Analysis. We model the process as a causal chain: the input as the treatment, the latent tokens as the mediator, and the final answer as the outcome. Our findings uncover two critical disconnections: (a) Input-Latent Disconnect: dramatic perturbations on the input result in negligible changes to the latent tokens, suggesting that latent tokens do not effectively attend to the input sequence. (b) Latent-Answer Disconnect: perturbations on the latent tokens yield minimal impact on the final answer, indicating the limited causal effect latent tokens imposing on the outcome. Furthermore, extensive probing analysis reveals that latent tokens encode limited visual information and exhibit high similarity. Consequently, we challenge the necessity of latent reasoning and propose a straightforward alternative named CapImagine, which teaches the model to explicitly imagine using text. Experiments on vision-centric benchmarks show that CapImagine significantly outperforms complex latent-space baselines, highlighting the superior potential of visual reasoning through explicit imagination.

Counterfactual explanations are most useful when they can be generated with low latency, remain close to the factual input, and satisfy input-domain, categorical, and actionability constraints. Achieving these objectives simultaneously is challenging for deep neural networks. Heuristic methods are often fast but may return invalid counterfactuals, whereas exact methods can certify global proximity but may not finish within practical time limits. We introduce DASH, a batched heuristic search method for finding close, valid, and actionable counterfactuals for deep neural networks under ell_1, ell_2, and ell_infty objectives. DASH uses directional Lipschitz bounds and local affine models to generate anchors, then ranks and expands promising regions with batched network evaluations. We compare DASH against nine prior heuristic methods and time-limited exact mixed-integer baselines on four tabular datasets, with network depths from 2 to 32, and evaluate scalability on PBMC3k. Across 9,000 tabular query-norm cases, DASH returns a valid counterfactual within 5% of the best heuristic-observed valid distance in 94.6% of cases, with a median CPU search runtime of 0.061 s. PGD-bisect, the baseline with the highest pooled within-5% coverage, meets this criterion in 41.1% of cases, with a median runtime of 0.298 s. These results show that the proposed search maintains high valid proximity across norms while keeping its search runtime practical.

Vision-language models (VLMs) have shown strong performance on static visual understanding, yet they still struggle with dynamic spatial reasoning that requires imagining how scenes evolve under egocentric motion. Recent efforts address this limitation either by scaling spatial supervision with synthetic data or by coupling VLMs with world models at inference time. However, the former often lacks explicit modeling of motion-conditioned state transitions, while the latter incurs substantial computational overhead. In this work, we propose World2VLM, a training framework that distills spatial imagination from a generative world model into a vision-language model. Given an initial observation and a parameterized camera trajectory, we use a view-consistent world model to synthesize geometrically aligned future views and derive structured supervision for both forward (action-to-outcome) and inverse (outcome-to-action) spatial reasoning. We post-train the VLM with a two-stage recipe on a compact dataset generated by this pipeline and evaluate it on multiple spatial reasoning benchmarks. World2VLM delivers consistent improvements over the base model across diverse benchmarks, including SAT-Real, SAT-Synthesized, VSI-Bench, and MindCube. It also outperforms the test-time world-model-coupled methods while eliminating the need for expensive inference-time generation. Our results suggest that world models can serve not only as inference-time tools, but also as effective training-time teachers, enabling VLMs to internalize spatial imagination in a scalable and efficient manner.

A common assumption holds that enough observational and interventional data, given to a strong enough predictor, suffices. We report a failure mode that contradicts it. Across hundreds of structural causal models, on identified quantities a strong predictor and a Bayesian baseline both succeed, but on unidentified quantities (the couplings between counterfactual worlds) the predictor collapses to a point, on 28% of models to one no valid model can produce, while the truth is an admissible interval more data never narrows. The gap is structural: prediction cannot represent uncertainty over counterfactual couplings. We cast a world model as a single positive semidefinite coupling kernel K(T,T') over admissible worlds, whose diagonal is the ordinary posterior (what a predictor recovers) and whose off-diagonal is the cross-world coupling it cannot, which every counterfactual reads. The paper is the theory of that off-diagonal. It is real: two states with identical posteriors differ on a cross-world query, and the off-diagonal is the coupling that fixes counterfactuals. It can be bounded: positive semidefiniteness is partial-identifying information the marginals lack, and enforcing it bounds counterfactuals in polynomial time where the exact response-type program is intractable. Logical structure sharpens it: ontology axioms tighten the bound by up to a third, propagating to couplings they never touch. It can be acquired: targeted scars, constraints learned from encountered infeasibilities, close the gap several times faster than untargeted ones. Its full reconstruction is approximate counting of the admissible worlds, tractable below the Sly-Sun threshold and inapproximable above; we do not claim to beat the worst case.