Serving useful recommendations under distribution shift is crucial for balancing utility and risk in out-of-distribution (OOD) recommendation. However, most existing OOD methods improve ranking or construct counterfactual candidates without controlling the proxy-label false discovery rate (FDR) of the served set. In this work, we formulate OOD serving as the $α$-Valid Counterfactual Recommendation ($α$-VCR) problem to retain candidate support learned from counterfactual supervision while controlling proxy-label FDR, and propose GenCAR, which couples preference-grounded counterfactual supervision with calibrated set selection. In particular, GenCAR fixes the stable-preference representation while intervening on the environmental factor, grounds offline large language model proposals through preference anchors and trust-radius filtering, and uses conformal $p$-values for Benjamini--Hochberg selection. We theoretically bound conditional counterfactual approximation error and prove finite-sample, distribution-free control of proxy-label FDR under exchangeability and positive regression dependence, with a Benjamini--Yekutieli guarantee under arbitrary dependence. Extensive experiments audit realized proxy false discovery proportions and demonstrate that GenCAR consistently enhances OOD candidate recovery across diverse benchmarks.
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.
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 $\textbf{WhatIfBench}$, 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 $\textbf{PRISM}$, 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 $\href{https://github.com/zju-gt/WhatIfBench}{WhatIfBench}$.
Evaluators often produce correct labels via flawed reasoning, a critical failure for agentic systems gating actions, routing reviews, or supplying training feedback. Standard evaluation only verifies final label correctness, ignoring whether judgment changes stem from valid evidence, consistent rules, or proper rule applicability. We formalize evaluator reasoning accountability via three core sources: grounds, norms, and authority. Varying these sources yields an eight-cell counterfactual judgment cube to characterize judgment updates. We define judgment receipts as minimal source replacement sets that reproduce revised verdicts to explain judgment transitions. We derive certification cost bounds for black-box evaluators and present ReasonBench, a policy and logical reasoning benchmark with verifiable receipts covering 19,520 cases and 7,200 controls. In frozen evaluations, Qwen3-1.7B reaches 98.41% receipt accuracy, while cube prediction scores 96.99%, a consistent 1.42-point drop validated by Qwen3-0.6B replication. Strong standard accuracy masks severe robustness flaws. Meaning-preserving source permutations reduce valid receipt recovery to 54.8% and 49.2% for direct and cube prediction. Models trained on simple single-source changes retain 93.75% verdict accuracy but recover only 7.16% of receipts for complex multi-source updates. Permutation retraining boosts consistency to 96.6% yet worsens cube prediction deficits. Structured counterfactual supervision fails to guarantee robust reasoning. We show reason-aware evaluation must decouple prediction and certification, reporting transformation consistency alongside standard accuracy for trustworthy evaluator auditing.
Groups routinely complete projects that no single member can plan, execute, or verify alone. We propose a formal model of this phenomenon, Collective Counterfactual Planning (CCP), in which the binding limitation on each agent is neither capability, knowledge, nor observability, but representational geometry: each agent perceives the state, conceives moves, consents to actions, and certifies goal requirements only through a projection onto an agent-specific subspace of a common task space. Four gates jointly determine whether a team can reach a conjunctive goal and legitimately recognize that it has done so: the exogenous implementation coalitions required to perform each action, together with three representational gates -- conception, consent, and task-relative verification qualification. We define the Collective Counterfactual Solvability (CCS) problem, separating geometric feasibility, executable attainment, and validated completion. The results expose a positive-negative duality. Iterated cross-agent relay can unlock a solution that no one-shot pooling of individual plans contains, but any goal requirement depending essentially on the subspace dark to the entire team is unverifiable and therefore not validly completable, even when the trajectory accidentally attains it. Memoryless and audited consent further constrain different objects -- action directions versus cumulative trajectory states -- and neither dominates the other. A four-step exhaustive horizon-bounded solvability scheme is sound and complete under exact representation of the relay closure; restricted implementations remain sound on returned plans but need not be complete. The model gives one geometry for sequential mutual enabling, competent execution of steps whose purpose is invisible to the executor, forced sub-teaming at expertise boundaries, and completion that cannot be validly declared.
Visual brain decoding reconstructs visual content perceived by a person from neural measurements such as fMRI, providing a computational approach to studying how visual information is represented in the brain. Recent multimodal representations and diffusion priors have improved reconstruction realism. However, visually plausible reconstructions may contain incorrect objects, attributes, or relations because a strong generative prior can complete content not sufficiently specified by the decoded representation. Conventional reconstruction metrics mainly assess the final image and may therefore obscure such semantic errors. We propose ConceptAlign, a counterfactual semantic alignment framework for visual brain decoding. ConceptAlign pools decoded visual tokens and projects them into a frozen text-embedding space, aligning the representation with the ground-truth caption while separating it from scene-preserving near-miss alternatives. Generated offline by an LLM, these alternatives modify one critical object, attribute, or relation while retaining the scene. A margin-based objective learns fine-grained semantic boundaries between the observed stimulus and plausible but incorrect interpretations without requiring LLM calls during inference. We introduce a systematic three-level semantic evaluation framework covering foundational discriminability, counterfactual description discrimination, and representational geometry. Experiments on the Natural Scenes Dataset show that ConceptAlign improves reconstruction measures, counterfactual semantic discrimination, and representational alignment over the MindEye2 backbone. Matched negative-source ablations, independent LLM and human-written alternatives, and human evaluation support the effectiveness and robustness of the supervision, with favorable patterns in fine-grained conflicts, limited-data decoding, and cross-subject structure.
We ask whether a small, directly addressable hidden-state intervention can place a learned world model on an intended counterfactual future and then let the model's own dynamics carry that future forward. In a controlled two-object collision environment, we study a 192-dimensional recurrent model trained on factual and locally edited counterfactual trajectories. Candidate carriers are learned from training-only counterfactual-minus-factual hidden differences, and an affine map predicts carrier coordinates from the factual state and requested edit without access to the native counterfactual hidden state at test time. For bounded single-component velocity edits, rank 4 is the smallest tested rank on the preregistered grid that satisfies the development criteria. A one-shot rank-4 patch launches a 12-transition autonomous rollout without future observations, teacher forcing, repeated hidden-state correction, or physical-state clamping. The frozen procedure satisfies the preregistered 2-of-3 fresh-checkpoint replication rule and remains reusable at nearby anchors. The same Single-derived carrier and Single-only affine map also support bounded same-object two-component requests. Across the matched training regimes, broader counterfactual support was associated mainly with better Joint rollout accuracy and more additive Joint hidden responses. Composition-related structure is enriched in the rank-4 subspace but is not confined to it, and local recurrent diagnostics show strong one-step coupling from the carrier to the rest of the hidden state. A position-edit stress test fails the required specificity controls. Together, these results support a compact dynamics-effective intervention-entry interface, not a closed four-dimensional state or an intrinsic state dimension.
Vision-language-action (VLA) models have improved the flexibility and generality of robotic manipulation, yet they remain fragile to online disruptions, such as changes in task goal, scene configuration, or robot state. Existing recovery methods often require failure data, policy retraining, or external corrective agents, introducing additional data requirements and execution risks. We propose Counterfactual Realignment (CoRe), a training-free framework that recovers a frozen VLA at inference time without failure data. Upon detecting a deviation, CoRe imagines how the policy would continue toward the current goal from a recent viable state, using synthesized observations in place of physical execution, and then minimally realigns the robot and scene to rejoin this imagined continuation before returning control to the policy. Recovery is therefore planned without physical trial-and-error, preserves completed task progress, and handles both mid-episode instruction changes and physical perturbations in a unified manner. Extensive experiments across multiple simulators, VLA backbones, and real-world settings show that CoRe improves success rates by up to 85.0 percentage points to near-nominal levels while reducing physical restorations by 42.2%, without policy fine-tuning or failure-specific recovery training.
Multiple instance learning (MIL) is widely used for weakly supervised whole slide image (WSI) analysis. However, under long-tailed distributions, MIL-based WSI analysis faces a nested dual long-tail: an inter-slide class long tail and an intra-slide long tail of instance-level discriminative evidence. The two long tails are coupled: tail classes have few training slides, while their limited diagnostic evidence is concentrated in a few patches and obscured by abundant within-bag redundancy. This coupling biases models toward head classes and degrades rare-class recognition. To address this, we propose DeCo-MIL for long-tailed WSI analysis, which jointly alleviates the nested dual long-tail through frequency-debiased counterfactual reasoning. For the inner long tail, DeCo-MIL clusters patches into tissue-morphology anchors, replaces each anchor with its matched normal prototype to perform a counterfactual intervention, and estimates its counterfactual contribution to the ground-truth class using class-frequency-corrected predictions. These contributions guide redundancy masking to preserve scarce discriminative instances. For the outer long tail, DeCo-MIL constructs anchor-stratified pseudo-bags from redundancy-reduced bags and combines tail-aware oversampling with consistency regularization, increasing effective supervision for tail classes while preserving tissue-morphology composition. Extensive experiments on three long-tailed WSI benchmarks demonstrate that DeCo-MIL achieves state-of-the-art performance in both tail-class recognition and overall classification.
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.
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.
Interactive video world models generate rollouts autoregressively under an action stream, yet they are trained and evaluated almost exclusively on factual prediction. We study counterfactual generation inside the rollout: given a trajectory the model has itself generated, what would have happened had the actions differed from step t* onward? We formalize noise-coupled twin rollouts --- a factual and a counterfactual branch sharing the generated prefix and the future exogenous noise sequence, diverging only in the action stream at an intervention point. Because the factual branch is self-generated, its exogenous noise is known exactly: the abduction step of Pearl's counterfactual procedure is exact by construction, sidestepping the approximate-inversion problem faced by editing-based pipelines. Noise coupling further turns the minimal-change principle into a per-sample verifiable property: we define a spatiotemporal locality metric that penalizes divergence outside the causal descendants of the intervention, computable against simulator ground truth without a learned judge. Forking the simulator state at t* yields ground-truth counterfactual re-renders, which we use as verifiable rewards for post-training. This note establishes the formal framework, metric definitions, and positioning; experiments are forthcoming.
Gerrit Großmann, Sumantrak Mukherjee, Sebastian J. Vollmercs.LG
Learning fine-grained spatial patterns from coarse-resolution data is challenging, especially in causal settings where high-resolution effects must be inferred from aggregated interventions and outcomes. We introduce CLAM, a method for estimating localized causal effects from coarse observations by exploiting high-resolution contextual covariates that modulate these effects. By jointly learning the causal mechanism and a disaggregation mapping, CLAM captures interactions that are missed when addressing these problems independently. The method supports localized effect estimation, counterfactual reasoning, and principled outcome disaggregation, and reliably captures spatially varying causal effects across diverse settings. This is particularly relevant for applications such as public health and environmental policy, where decisions are made at broad scales despite substantial local heterogeneity. Code is available at https://github.com/gerritgr/clam
Reliable physical reasoning from video requires understanding how objects move, interact, and respond to interventions. Existing vision-language models (VLMs) often struggle to interpret these dynamics and reason reliably about future and counterfactual outcomes. We introduce PhysMind, a training-free agentic framework that constructs one reusable, question-agnostic executable world per video. PhysMind recovers a temporally consistent dynamic scene through object segmentation, mesh reconstruction, and 6D pose tracking, then fits analytic continuous-time dynamics and latent physical parameters without unrolling a time-stepped simulator. Given a question, it inspects, continues, or edits the world and answers from the resulting trajectories and interactions. Relative to direct chain-of-thought (CoT) reasoning with the same VLM, PhysMind improves accuracy by 38.23 points on CLEVRER and 8.08 points on Physion++. On counterfactual questions, it exceeds the strongest evaluated VLM baseline, GPT-5.5, by 19.25 points.
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.
De Jiang, Zhengyang Zhang, Kehong Yuan +1cs.LG cs.AI
On-policy distillation (OPD) supervises student-visited trajectories, yet divergence-based rules cannot determine whether an erroneous prefix remains correctable. We formulate this decision as counterfactual recoverability and replay each error state through budget-matched teacher-continuation and rollback branches. Based on their relative success, states are categorized as recoverable, irreversible-but-avoidable, or ambiguous, and these labels guide whether training retains, rolls back, or conventionally supervises the corresponding trajectory. On AIME branch diagnostics, the mean continuation-minus-rollback effect is 0.185 for recoverable states and -1.000 for irreversible-but-avoidable states, demonstrating opposite intervention preferences. A branch-derived recoverability proxy achieves an AUC of 1.000, substantially outperforming divergence alone at 0.392. Across frozen evaluations, recoverability-aware control achieves the strongest recorded performance, reaching 0.578 success on held-out AIME2025 compared with 0.517 for the best baseline. It also improves AIME2024-2025 average@32 from 0.2656 to 0.3125 and GPQA-Diamond average@32 from 0.2702 to 0.3070. Component ablations further show that retaining teacher-correctable prefixes provides the largest individual contribution. These findings establish recoverability as an outcome-grounded decision variable for selective supervision in OPD.
Vision-Language-Action (VLA) models have driven significant progress in robotic manipulation, yet they fundamentally struggle with the vision-override phenomenon. Driven by the severe modality imbalance between dense visual streams and sparse linguistic instructions, VLAs frequently fall prey to causal confusion. Instead of treating language as the primary causal driver, the policy entirely bypasses the original instruction by overfitting to spurious visual confounders, such as prominent objects or familiar layouts. To systematically alleviate this bias, we formalize the process of action generation as a Dual-path Deconfounding Graph (DDG) and propose CofactVLA, a novel causal intervention framework. By dynamically constructing a language-masked counterfactual branch within a single forward pass, CofactVLA isolates and neutralizes visual confounders through two synergistic mechanisms. First, Action-Level Orthogonal Projection Guidance (OPG) geometrically projects the factual velocity field away from the counterfactual visual bias during continuous flow matching, extracting the pure semantic intent. Second, Feature-Level Counterfactual Covariance Reduction (CCR) mathematically deconfounds latent representations by penalizing the positive eigenspace of the covariance difference, explicitly suppressing dominant visual shortcuts while preserving the causal language intent. Extensive experiments demonstrate that CofactVLA establishes a new state-of-the-art across diverse simulation benchmarks. Beyond simulation, real-world robot experiments demonstrate the causal efficacy of our method in bridging the generalization gap, yielding a 52.3\% absolute success rate gain under out-of-distribution scenarios.
Applying a valid medication-safety rule when its patient-specific conditions are not met can produce an incorrect decision. Existing medical evaluations largely use isolated and fixed scenarios. A model may therefore answer correctly by recalling a drug-risk association without showing that it used patient information to decide whether the rule applies. To address this gap, we introduce MedPIC-Bench, a benchmark of source-verifiable recommendations and expert-validated questions for patient-specific medication-safety reasoning. It combines guideline-following questions with paired counterfactual questions in which a controlled change in patient information changes whether a rule applies. The benchmark contains 467 questions annotated along six clinical and reasoning dimensions. Across 28 medical-specific, general, and proprietary LLMs, every model performs worse on counterfactual questions, with mean accuracy falling from 63.6\% to 45.1\%. Models perform well when an explicit patient attribute directly signals a familiar contraindication, but struggle when patient information must narrow or withdraw a safety warning. Model rationales often acknowledge the changed patient information, yet the final answers retain the previous safety judgment. This vulnerability persists among medical-specific LLMs, whose average CF performance trails that of general LLMs. MedPIC-Bench therefore makes conditional rule application measurable and highlights the limitations of static medication-safety accuracy for assessing patient-specific reliability.
Faithful explanations of time-series classifiers should identify subsequences that are not only sufficient to preserve a black-box model's prediction, but also necessary for maintaining it. However, existing sufficiency-oriented methods can assign high importance to spurious subsequences that support the prediction without being essential to the model's decision. We introduce \textbf{TimePNS}, a necessity-aware framework for time-series explanation. Inspired by Pearl's counterfactual notion of necessity, TimePNS assesses whether a temporal factor is necessary by intervening on it and measuring whether the original prediction is disrupted. The framework adopts a two-stage design. Stage I learns an identifiable causal generative process together with a sufficiency-oriented explanation mask. Stage II performs counterfactual interventions on temporal factors to derive necessity signals, which supervise a temporal gate that refines the initial explanation by suppressing non-essential components and emphasizing counterfactually necessary ones. Experiments on synthetic and real-world time-series benchmarks show that TimePNS more accurately identifies decision-critical subsequences and consistently improves sufficiency-necessity trade-offs over strong baselines.
Large language models encode world models implicitly in neural weights, which exposes four structural risks in high-precision domains such as medicine and finance: hallucination, frozen knowledge, poor explainability, and poor modifiability. This paper proposes data-first ontology: LLMs are treated as reasoning and language engines, while deterministic knowledge is moved into an explicit multimodal database, DaoQL. We formalize an explicit world model and show that, under rule independence, deterministic evaluation, and fixed conflict resolution, explicit models provide a sufficient condition for composable counterfactual decomposability; implicit models lack atomic read/delta semantics and therefore provide no comparable architectural guarantee. The implemented system focuses on DaoQL's verified storage layer and explicit Eval path, integrating graph, column, vector, and full-text engines within one process. KVCache graph nodes, expert hot updates, and the DaoQL-Agent runtime remain future work. On an embedded same-machine setup, DaoQL reports graph BFS at 1.20 ms, HNSW at 83.1 us, and a Fluent hybrid query at 105.8 us; these results indicate engineering potential but must be interpreted with deployment-shape differences from client-server systems. Exploratory measurements on LDBC SNB SF1 and ANN-Benchmarks further show 34/34 query coverage with interactive-class queries mostly in the sub-millisecond to millisecond range, but only 1.8 QPS overall due to long-tail BI/IC queries; ANN-Benchmarks reaches Recall@10 >= 99% at thousand-level QPS after a bridge-edge protection fix. In a five-domain counterfactual experiment (n = 1250), DaoQL+GPT-4o achieves 94% composable counterfactual decomposability, 49 percentage points above GPT-4o alone. The paper explicitly separates provable structure, preliminary empirical evidence, and architectural roadmap claims.
Mingxuan Li, Kai-Zhan Lee, Elias Bareinboimcs.LG cs.AI
The Credit Assignment Problem (CAP) is fundamental to developing efficient and explainable Reinforcement Learning (RL) agents. Existing frameworks, whether relying on temporal contiguity or hindsight-conditioned reward reweighting, frequently fail to attribute properly between an agent's policy (skill) and environmental stochasticity (luck). A principled approach to CAP must isolate the true causal drivers of observed outcomes from spurious correlations and environmental randomness. We introduce Counterfactual Shapley Credit Assignment, a novel framework grounded in causal theory that attributes credit and blame via the Counterfactual Shapley Value ($φ$-value). By redistributing environmental rewards, $φ$-values enhance temporal credit assignment across three critical dimensions: sparse causality, high stochasticity, and delayed rewards, all while preserving the optimal policy. We derive a consistent estimator that computes $φ$-values efficiently, enabling a new class of policy gradient methods, $φ$-PPO, combined with Prioritized Trajectory Replay (PTR). Empirical results demonstrate that $φ$-values align precisely to the ground truth causes of task rewards with superior sample efficiency in challenging environments where prior state-of-the-art methods fail to converge.
Evaluating the multi-hop reasoning capabilities of large language models remains a significant challenge. Although current models achieve strong results on existing multi-hop question answering datasets, such performance often masks two critical vulnerabilities: (1) reliance on internal parametric knowledge rather than adherence to the provided context, and (2) exploitation of dataset shortcuts, such as single-document cues or type-matching, that diminish the need for genuine evidence aggregation across multiple documents. We introduce CRiT-QA (Counterfactual Reasoning with Traps), a dataset explicitly designed to address both limitations. To neutralize reliance on memorized knowledge and enforce strict context dependency, CRiT-QA transforms factual reasoning chains with counterfactual entities. Furthermore, it injects multi-anchor distractor chains, plausible but incorrect reasoning paths that diverge at different hops. These traps require models to follow the entire reasoning process rather than exploiting shallow heuristics. Our experiments show that LLMs exhibit substantial performance degradation on CRiT-QA compared to standard datasets, exposing their vulnerability to counterfactual conditions and distractor traps. CRiT-QA thus serves as a rigorous diagnostic tool for evaluating genuine multi-hop reasoning and provides a foundation for developing more reliable, evidence-grounded LLMs.
Language models can reach the right normative verdict for the wrong reason. We introduce NormWorlds-CF, a solver-verified environment for counterfactual normative reasoning in executable rule worlds. Its deterministic solver produces final answers, proof and falsification certificates, argument statuses, support sets, and paired-world change labels, enabling supervision and evaluation without LLM judges. The benchmark contains staged SFT diagnostics and a compact paired-world task with 270 root families and 1080 canonical-to-variant pairs. The SFT diagnostics show that final-answer supervision can saturate verdict accuracy without inducing falsification competence: answer-only SFT reaches perfect answer accuracy but scores zero on joint falsification certificates, while full-mix training with targeted replay reaches strong all-task accuracy (0.99). For the structured-change task, we introduce metamorphic-relation GRPO (MR-GRPO), a class-conditioned reward for GRPO that gives partial credit for relation families and solver-visible change fields. In matched Qwen3-1.7B continuation experiments, MR-GRPO improves held-out relation accuracy and relation-family correctness, and reduces wrong-family error, compared to sparse and answer-only GRPO. In Qwen3-4B three-seed validation, sparse reward preserves coarse relation labels best, answer-only reward improves answer-change but weakens relation-family structure, and MR-GRPO leads on answer-, support-, and status-change fields as well as class-conditioned MR and change-presence. These results show that verified counterfactual structure can shape post-training beyond final answers, while exact full change-record generation, invariant subtype recognition, and out-of-distribution (OOD) transfer remain open problems.
Leyuan Yu, Xiao Tang, Minghao Liu +6cs.CV cs.AI cs.CL
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.
Current large-language-model (LLM) physics benchmarks are usually scored by answer accuracy, which cannot distinguish genuine reasoning from recall of familiar problem patterns and reveals little about where a model's reasoning breaks down. We introduce an auditable four-stage diagnostic that evaluates whether an LLM can reason inside an unfamiliar physics framework through induction, formulation, prediction, and review. The diagnostic combines locked pre-registrations, fresh sessions between stages, dual-LLM judging, and a human-audit pathway, and we apply it to three parallel physics worlds: a single-equation counterfactual world ($F=mv$), a historical framework (Aristotelian mechanics), and a four-domain counterfactual world (Decay World). Across Claude Opus 4.7, GPT-5.5, and Gemini 3.1 Pro, the three worlds yield composite PASS rates are 6/15, 6/15, and 0/15 respectively (content $\land$ structural for $F=mv$ and Aristotelian, content axis only for Decay World where the structural axis is out of scope). The most pointed empirical pattern is a qualitative-versus-quantitative asymmetry: in Decay World, models almost never predict the wrong direction of change, but frequently compute the wrong ratio by slipping back to standard-physics relations. The protocol also surfaces two methodology findings: LLM-judge reliability does not transfer across frameworks, and Stage 4 self-review is weak in every framework, with the model's own review wrongly reporting no earlier error in at least two-thirds of the trials that actually contained one. We release the full prompts, responses, verdicts, and audit records.
Munachiso Samuel Nwadike, Zangir Iklassov, Ali Mekky +2cs.AI cs.CL cs.CV
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.
Histopathological tissue segmentation is essential for computer-aided diagnosis, yet weakly supervised methods often suffer from noisy pseudo-labels generated by Class Activation Mapping (CAM). Existing CAM approaches tend to focus on staining-driven appearance cues rather than true causal tissue morphology, resulting in spurious localization and poor structural consistency. To address this issue, we propose C$^2$RM-Seg, a two-stage framework that integrates causal pseudo-label refinement with structure-aware semantic enhancement. For classification, we introduce a Causal Counterfactual Reasoning Module (C$^2$RM) that decomposes features into latent factors and performs counterfactual intervention via a learned causal structure matrix, suppressing confounding context and producing morphology-aligned CAMs. For segmentation, we design a Dual-Path Structural-Semantic Architecture that combines fine-grained structural features from ResNeSt with global semantic priors from a frozen DINOV3 foundation model. A cross-path gating mechanism adaptively regulates semantic injection using local structural cues to preserve boundary fidelity. To further mitigate residual pseudo-label noise, we propose an Uncertainty-Gated Margin (UGM) loss, which dynamically balances margin enforcement and confidence learning based on prediction uncertainty. Extensive experiments on two public histopathological tissue datasets show that C$^2$RM-Seg achieves state-of-the-art performance.
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.
Existing literature claims that video generation essentially is world modelling. On the one hand, the claim is productive because it pushes generative AI beyond static images and toward temporally extended physical scenes. On the other hand, this claim dangerously relies on the belief that scaling visual prediction alone will automatically yield physical agents. We prefer a more accurate statement: video generation models learn a partial, implicit spatiotemporal world model, but not a fully grounded or controllable one. The reason is as follows: a model may generate a plausible video of a drone crossing a forest or a robot arm manipulating a cup, yet still fail to know which variables are controllable, which constraints belong to a particular body and which futures remain valid under intervention. The frontier in essence is not predictive realism alone, instead it emphasizes a self-evolving generative nature that requires the decisive criterion to be counterfactual controllability: the capability of asking what would happen under an action, to test whether the generated future can survive embodiment constraints and to feed the resulting action knowledge back into future imagination (generation). Therefore, in this paper we present a new perspective, i.e., autonomous video generation with counterfactual controllability is one promising way to realize self-evolving world models.
Zhangyuan Yu, Wanran Sun, Guangjing Yang +2cs.CV cs.CL
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.