SocialReasonBench: A Video-QA Benchmark for Social Reasoning with Counterfactual Narrative Videos

Recent advances in Large Multimodal Models (LMMs) have greatly improved video understanding, yet their ability to reason about human-centered social situations remains limited. Existing benchmarks typically rely on videos with a single observed trajectory, making it difficult to determine whether models truly understand social dynamics or merely exploit recurring narrative patterns. We introduce SocialReasonBench, a video multiple-choice QA benchmark for evaluating socially grounded reasoning in scenarios derived from interactive narratives. Built from gameplay videos of Detroit: Become Human, the benchmark leverages branching storylines where player decisions lead to alternative social outcomes that can be checked against the game's own script, flowchart, and recorded branches. We develop a multi-agent curation pipeline that localizes socially meaningful clips, grounds answer labels in game-state signals, and generates theory-guided questions with diagnostic distractors. SocialReasonBench covers seven reasoning dimensions, including intent recognition, emotional empathy, moral dilemma, counterfactual reasoning, and causal antecedent. Experiments on contemporary LMMs show that models perform reasonably well on basic social understanding but struggle with counterfactual and causal reasoning. Further ablation and diagnostic error analyses reveal that models often depend on incomplete modality cues and fall into reasoning traps such as visual shortcuts, highlighting a gap between observable event recognition and deeper reasoning over latent social states.

FADE: From Passive Verification to Active Discovery in Counterfactual Video Understanding

Counterfactual video understanding evaluates whether models grasp physical and commonsense regularities. However, existing multiple-choice question (MCQ) benchmarks inadvertently leak target events through their questions and candidate options. This reduces the core challenge from active discovery to text-guided verification. In this paper, we present FADE, an effective training framework for counterfactual discovery and explanation. Our method is built on an evidence-first, two-stage training paradigm. First, evidence-internalized supervised fine-tuning grounds the model's predictions in decisive visual anomalies. Second, we apply a fading-anchor reinforcement learning strategy that progressively removes textual guidance, compelling the model to independently discover and explain evidence. To rigorously evaluate this capability, we also introduce an effective pipeline that converts existing MCQ datasets into aligned MCQ, open-ended question answering (OQA), and captioning tasks without requiring additional data curation. Our simple approach yields strong results. Using Qwen3-VL-8B as the baseline, FADE achieves state-of-the-art strict paired scores across all three tasks on DualityVidQA-test and IPV-Bench, outperforming GPT-5.6. In specific, when transitioning from constrained MCQs to unconstrained OQA and captioning, our model demonstrates remarkable robustness. Its performance retention is 90.4% and 67.4% on DualityVidQA-test-substantially higher than the 48.1% and 30.7% retained by GPT-5.6. We hope this simple framework can serve as a solid baseline for future research in unconstrained counterfactual video understanding.

CARGO-VL: Counterfactual Arbitration with Risk-Constrained Group Optimization for Vision-Language Models

Vision-language systems combine images with retrieved text, but these sources can disagree or jointly fail to support an answer. Reliable models must identify the trustworthy source and abstain when neither is adequate. Existing post-training objectives score instances independently and therefore do not enforce coherent behavior under counterfactual evidence changes. We introduce CARGO-VL, a group-relative framework that optimizes matched variants covering aligned, image-correct, text-correct, and both-wrong (A/V/T/N) evidence states as one bundle. Its objective couples condition-wise correctness with transition rewards for answer invariance, source equivariance, and answer-to-abstention switching, while a primal-dual controller balances unsafe answers against excessive deferral. We also contribute XMC (eXtended Modal Conflict), a four-condition conflict training resource, and evaluate transfer on CMC-Bench and Modality-Bias. Across multiple seeds, CARGO-VL improves conflict handling, unsupported-answer avoidance, and modality balance over pointwise baselines. Ablations identify complementary benefits from relational transition signals and adaptive risk control, supporting counterfactual consistency as a practical objective for reliable multimodal evidence arbitration.

MindEdit-Bench: Benchmarking Object-Level Counterfactual Spatial Reasoning in VLMs from In-the-Wild Photos

Benchmarks for vision-language models (VLMs) mostly test observational spatial reasoning: models describe relations already visible in the input. Existing what-if tasks typically vary the observer while keeping the scene fixed. Can VLMs instead predict the consequences of hypothetically moving or rotating an object? We introduce MindEdit-Bench, a benchmark of six spatial reasoning tasks built from three-photo smartphone triplets of newly captured indoor scenes via an automatic in-the-wild 3D scene-graph extraction pipeline. Four tasks probe perception and perspective transformation over observed structure; two new tasks, L4 (spatial editing) and L5 (cross-view visibility editing), probe object-level counterfactual reasoning, where correct answers are absent from all input images. Each question provides 8-24 structured answer choices, enabling answer-letter-level diagnosis of spatial and fallback errors. The benchmark covers 120 private indoor scenes not drawn from public datasets, reducing public-data pretraining-overlap risk. Across 15 VLMs on 1,003 human-verified questions, task-wise mean VLM accuracy is only 8%-31%, versus 81%-97% human majority-vote accuracy. The pooled human--best-VLM gap is 53 pp, with at least 39 pp on every task. The structured answer space further reveals non-uniform failures, including weaker camera-depth-axis inference and fallback behavior on difficult visibility-editing cases.

Einstein World Models

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.

CFPO: Counterfactual Policy Optimization for Multimodal Reasoning

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.

Faithful Action-unit Causal Reasoning for Counterfactually Faithful Emotion Explanations

Multimodal models can name the action units (AUs) behind a facial emotion, but their AU->emotion rationales are typically plausible rather than faithful: nothing forces the AUs a model invokes to be the AUs that actually drive its prediction. We cast AU->emotion reasoning as a counterfactual-consistency problem between the rationale, the label, and a structural AU->emotion causal graph G, and propose FACR, which grounds the reasoner in an independently induced, polarity-aware G and trains a counterfactual-faithfulness objective: a do-intervention on an AU that G marks causal for a class must move the prediction, while one it marks irrelevant must leave it unchanged. Faithfulness is thereby both trainable and measurable through a matching interventional metric, which we evaluate against a known causal structure, the PSPI pain-AU composition, as no existing affective-reasoning benchmark allows. We are explicit that this metric tests fidelity to the supplied structure rather than its rediscovery: it asks whether the trained reasoner invokes the AUs the structure marks causal, on held-out subjects and a second dataset. Under subject-independent evaluation on UNBC-PAIN, the objective raises the agreement between the invoked AUs and the PSPI composition from a no-objective baseline of 0.08 to 0.57, at a small detection cost; an unfaithfulness control attributes the gain to the objective. On a cross-dataset emotion transfer, the objective likewise raises fidelity to G on a seven-class task (0.50 to 0.84). Finally, we attach a language verbalizer and extend the audit to the generated text: biasing each action unit's emission by its latent activation makes the rationale faithful by construction, so that ablating an AU removes it from the explanation, a property that transfers to a second language-model backbone, whereas a freely generated rationale is unfaithful.

Counterfactual Reasoning for Fine-Grained Evidence Disentanglement in VideoQA

Recent advances in video multimodal models have significantly improved VideoQA performance. However, these systems often rely on spurious statistical correlations rather than answer-relevant causal evidence, resulting in unfaithful and brittle reasoning, especially in complex real-world scenarios. Existing methods either rely on cross-modality correlations, costly curated training resources, or insufficient causal assumptions and constraints, and typically operate at the time-interval level. As a result, they fail to explicitly disentangle causal visual cues from confounders and provide limited fine-grained evidence localization. To address this issue, we propose a Counterfactual Reasoning framework for fine-grained Evidence Disentanglement (CREDiT). CREDiT formulates the VideoQA process using a structural causal model and learns cross-modality representations that are explicitly decomposed into causal and non-causal components under independence and minimality constraints. To facilitate faithful disentanglement, we introduce feature-level causal interventions and construct counterfactual inputs that approximate causal effects while suppressing non-causal correlations. Extensive experiments on NExT-GQA, SportsQA, and SPORTU-video demonstrate that CREDiT consistently improves answer accuracy and reasoning reliability across both generic and complex sports scenarios, leading to more trustworthy VideoQA systems.

VeriDrive: Verifiable Counterfactual Supervision for Cost-Efficient Vision-Language Planning

Vision-language driving models increasingly use reasoning supervision to bridge perception, prediction, and planning, but existing driving rationales are often free-form and expensive to generate with frontier models. We present VeriDrive, a framework for constructing planning-oriented, verifiable counterfactual supervision. VeriDrive converts driving reasoning into a structured Perception-Evaluation-Revision chain that grounds key objects in future motion, evaluates alternative ego trajectories with rule-checkable evidence, revises risky intent toward expert behavior, and produces final planning targets. To scale data construction, VeriDrive combines local generation with validator-guided selective correction, escalating only invalid or difficult samples. We build the VeriDrive dataset on nuScenes and train under the Omni-Q protocol. Controlled open-loop experiments show that VeriDrive improves L2, Collision, and Intersection over OmniDrive while reducing logged token usage, generation time, and actual paid LLM/VLM cost. These results show that auditable intermediate fields and structured revision targets can improve vision-language planning supervision under realistic annotation budgets. Code, prompts, and validator scripts are coming soon and will be released after the review process.

Learning Spatiotemporal Sensitivity in Video LLMs via Counterfactual Reinforcement Learning

Video large language models (Video LLMs) achieve strong benchmark accuracy, yet often answer video questions through shortcuts such as single-frame cues and language priors rather than by tracking spatiotemporal dynamics. This issue is exacerbated in RL post-training, where correctness-only rewards can further reinforce shortcut policies that obtain high reward without tracking video dynamics. We address this by asking a controlled counterfactual question: if the visual world changed while the question remained fixed, should the answer change or stay the same? Based on this view, we propose \textbf{Counterfactual Relational Policy Optimization (CRPO)}, a dual-branch RL framework for improving \emph{spatiotemporal sensitivity}. CRPO constructs counterfactual videos through horizontal flips and temporal reversals, trains on both original and counterfactual branches, and introduces a \textbf{Counterfactual Relation Reward (CRR)} between their answers. CRR encourages answers to change for dynamic questions and remain unchanged for static questions. This cross-branch constraint makes it difficult for shortcut policies to be consistently rewarded across both branches. To evaluate this property, we introduce \textbf{DyBench}, a paired counterfactual video benchmark with 3,014 videos covering reversible dynamics, moving direction, and event sequence, together with a strict pair-accuracy metric that prevents fixed-answer shortcuts from inflating scores. Experiments show that CRPO outperforms prior RL methods on spatiotemporal-sensitive evaluations while maintaining competitive general video performance. On Qwen3-VL-8B, CRPO improves DyBench P-Acc by +7.7 and TimeBlind I-Acc by +8.2 over the base model, indicating improved spatiotemporal sensitivity rather than stronger reliance on static shortcuts. The project website can be found at https://ddz16.github.io/crpo.github.io/ .