Simulation-ready 3D assets are central to robotics and embodied AI. Generating them from a single image is usually framed as a vision-language model that emits a serialized asset for a decoder to turn into geometry and physical fields, leaving the image-to-3D reasoning implicit. We argue the limiting factor is this output-centric view: part placement and local shape are entangled in one global-coordinate token stream, and the intermediate physical states are never exposed for supervision, conditioning, or verification. PhysX-CoT instead casts single-image asset generation as an explicit structured physical reasoning process, an ordered and machine-parseable trajectory of part-level states covering decomposition, 2D and 3D grounding, relations, coarse geometry, and surface cues that we separately supervise, use to condition geometry, and treat as reward targets. Geometry is factorized so that 3D boxes carry placement and local codes carry shape, and CoT-aligned GRPO optimizes parse validity, grounding, geometry, placement, and physical consistency. Under a unified protocol that retrains all learned baselines on the same backbone, data, and frozen decoder, PhysX-CoT outperforms the closest full-task baseline across geometry, scale, and physical-attribute metrics. Oracle, token-matched, and state-order controls show the explicit states are functional rather than cosmetic, and in Unreal Engine~5 the generated assets parse, collide, and articulate at high validity.
Humans combine reasoning and motor control to solve complex manipulation tasks under diverse constraints. They build an understanding of the physical world that helps them convert reasoning into actions and quickly adapt to new scenes, tasks, and rules. We refer to this capability as intuitive manipulation. Existing benchmarks fail to capture this integration: they evaluate physical reasoning in isolation from execution, or measure policy performance without requiring explicit reasoning. We introduce IMBENCH, a benchmark designed to evaluate intuitive manipulation as an integrated capability spanning perception, physical reasoning, action generation, and iterative execution. Our tasks require models to infer task-relevant physical structure and generate feasible action sequences under explicit constraints, including contact-rich manipulation, tool use, and multi-stage dependencies. We introduce a benchmark of 35 tasks, 14K filtered trajectories, and scalable tools for generating diverse scenarios. Experiments reveal a consistent gap: vision language models show partial physical reasoning ability but fail to produce executable plans, while state-of-the-art vision-language-action models struggle to satisfy task constraints and generalize across scenarios. These results identify intuitive manipulation as a missing axis in current foundation models and generalist robot policies, and position IMBENCH as a step toward evaluating and enabling more integrated, adaptive physical intelligence.
Vision-language models (VLMs) struggle to generalize in interactive physical reasoning, particularly under unseen tasks and environments. Two key failure modes are prominent: hallucinated chain-of-thought (CoT) reasoning that contradicts physical reality, and misalignment between the model's reasoning and actions. We present VAORA (Visual Action Outcome Reasoning Alignment), a novel reward design that directly addresses both issues. VAORA introduces two complementary rewards: Visual Alignment Reward, which anchors VLM reasoning to the visual context independent of the agent action itself, and Visual-Action Alignment Reward, which grounds reasoning in the visual outcome induced by the model's action. Together, these rewards suppress hallucinated CoT and reduce the gap between reasoning and behavior. To improve training stability, we further employ smooth, dense rewards by estimating success probabilities using a pre-trained in-domain expert agent. Experiments on PHYRE and Virtual Tool support our performances across novel-task and unseen-environment settings, confirming that grounded and generalizable physical intelligence can be induced through VAORA.
Taozhao Chen, Ian Manchester, Huaming Chencs.RO cs.AI
Vision-Language-Action (VLA) systems, built on pretrained vision-language models (VLMs), have shown rapidly improving performance on robot manipulation benchmarks. These gains are commonly interpreted as evidence that semantic representations learned from internet-scale data transfer to physical execution generalization. This position paper argues that the assumption underlying this interpretation -- that semantic generalization is sufficient to support physical action decisions -- has not been independently verified and cannot be tested under current evaluation protocols. We support this claim by decomposing VLA policies into semantic mapping and physical action decision, and showing that task success rate -- the dominant evaluation metric -- cannot distinguish between these two sources of capability. As a result, improvements in benchmark performance are consistent with multiple competing explanations, including semantic matching, distributional overlap, and genuine physical generalization. We further argue that this identifiability gap has been reinforced through narrative drift, whereby successive systems inherit and strengthen prior interpretations of performance gains without isolating the underlying causal mechanism. To address this limitation, we propose a research direction based on evaluation designs that introduce controlled variation to separately measure semantic and physical generalization. Such designs make it possible to causally attribute performance without requiring access to model internals, and to empirically assess the role of VLM backbones as semantic interfaces rather than implicit sources of physical competence. Our goal is not to refute the role of VLMs in robotics, but to clarify the conditions under which claims of physical generalization can be meaningfully evaluated.
World models can predict future physical states, but prediction accuracy alone does not explain how physical information is organized and used inside their latent dynamics. We introduce a controlled diagnostic protocol for studying event-conditioned latent physical structure in passive object-state world models. The protocol separates three questions: whether event-regime information is readable, whether event context changes the relative emphasis of kinematic-, contact-, and object-permanence-related readouts, and whether suppressing readout-aligned directions affects prediction. Using a balanced controlled-generator dataset with free-motion, collision, and occlusion events, we evaluate GRU, Transformer-lite, and RSSM-lite transition models under a fixed-horizon forecasting setup. Across three independent seeds, all three architectures learn useful predictive dynamics and support reliable event-regime readout. Event context systematically shifts the relative readout pattern: free motion is kinematic-dominant, collision increases contact-related structure, and occlusion increases object-permanence-related structure. Time-aligned analyses show corresponding phase-related shifts. Fixed-horizon projection Causal Field Effect (CFE), used here as a functional-sensitivity test, gives the clearest evidence for contact-aligned structure in collision-contact windows. Object-permanence-aligned structure is also sensitive during hard occlusion, but control specificity remains mixed. These results support event-conditioned latent structure and functional sensitivity without implying explicit physical modules or isolated causal circuits.
To perform a wide range of daily tasks, robots need to construct a 3D representation that is semantically rich, physically grounded, and structured enough to support task planning and affordance prediction. However, existing approaches primarily focus on semantic retrieval, often overlooking physical and kinematic factors. Methods that attempt to model physical properties typically rely on narrow training sets or single-object modeling, limiting scalability and generalization across diverse object types. To address these challenges, we present PhysGraph, a framework that unifies symbolic reasoning with structured 3D geometry to model kinematic and physical properties in cluttered scenes. Given RGB-D observations, PhysGraph reconstructs object-centric 3D geometry and associates object instances across views. It then decomposes objects into functional parts and infers materials and articulations through visual reasoning. Evaluated on both synthetic and real-world datasets, PhysGraph achieves state-of-the-art results in semantic segmentation, multi-object mass estimation, and articulation prediction. With its simple yet effective design, PhysGraph produces physically consistent and semantically structured scene graphs, serving as a structured 3D representation for downstream tasks such as constraint-aware 3D affordance prediction and real-to-sim transfer, both of which are demonstrated in our experiments.