Do Thought Streams Matter? Evaluating Reasoning in Gemini Vision-Language Models for Video Scene Understanding

Large Vision Language Models (LVLMs) exhibit strong Chain-of-Thought (CoT) capabilities, yet most existing paradigms assume full-video availability before inference, a batch-style process misaligned with real-world video streams where information arrives sequentially. Motivated by the streaming nature of video data, we investigate two streaming reasoning paradigms for LVLMs. The first, an interleaved paradigm, alternates between receiving frames and producing partial reasoning but remains constrained by strictly ordered cache updates. To better match streaming inputs, we propose Think-as-You-See (TaYS), a unified framework enabling true concurrent reasoning. TaYS integrates parallelized CoT generation, stream-constrained training, and stream-parallel inference. It further employs temporally aligned reasoning units, streaming attention masks and positional encodings, and a dual KV-cache that decouples visual encoding from textual reasoning. We evaluate all paradigms on the Qwen2.5-VL family across representative video CoT tasks, including event dynamics analysis, causal reasoning, and thematic understanding. Experiments show that TaYS consistently outperforms both batch and interleaved baselines, improving reasoning performance while substantially reducing time-to-first-token (TTFT) and overall reasoning delay. These results demonstrate the effectiveness of data-aligned streaming reasoning in enabling efficient and responsive video understanding for LVLMs. We release our code at https://github.com/EIT-NLP/StreamingLLM/tree/main/TaYS

Real-time understanding of continuous video streams is essential for interactive assistants and multimodal agents operating in dynamic environments. However, most existing video reasoning approaches follow a batch paradigm that defers reasoning until the full video context is observed, resulting in high latency and growing computational cost that are incompatible with streaming scenarios. In this paper, we introduce ThinkStream, a framework for streaming video reasoning based on a Watch--Think--Speak paradigm that enables models to incrementally update their understanding as new video observations arrive. At each step, the model performs a short reasoning update and decides whether sufficient evidence has accumulated to produce a response. To support long-horizon streaming, we propose Reasoning-Compressed Streaming Memory (RCSM), which treats intermediate reasoning traces as compact semantic memory that replaces outdated visual tokens while preserving essential context. We further train the model using a Streaming Reinforcement Learning with Verifiable Rewards scheme that aligns incremental reasoning and response timing with the requirements of streaming interaction. Experiments on multiple streaming video benchmarks show that ThinkStream significantly outperforms existing online video models while maintaining low latency and memory usage. Code, models and data will be released at https://github.com/johncaged/ThinkStream

Chain-of-thought (CoT) reasoning can improve performance on difficult video questions but often wastes decoding tokens on simple ones. We study whether a video multimodal large language model can adapt its reasoning effort to each question. We propose AdaThinkV, an adaptive framework for video reasoning that learns whether to reason explicitly without offline difficulty labels, manually tuned confidence thresholds, or an external router. During reinforcement learning, AdaThinkV samples matched rollouts in explicit reasoning and direct answering modes for each prompt. ThinkGain estimates the prompt-level utility of explicit reasoning by balancing its accuracy gain against additional response length, providing supervision for both conditional response generation and autonomous mode selection. For difficult prompts, limited rollout exploration can yield groups in which every response is unsuccessful and accuracy rewards show little variation, providing insufficient signal for learning. We therefore introduce Variance Recovery Policy Optimization (VRPO), which retains and progressively expands these groups to recover informative signals from prompts that are difficult yet solvable. At inference, AdaThinkV selects a response mode and generates the response in a single autoregressive sequence. Across a unified suite of video reasoning evaluations, AdaThinkV achieves a mean accuracy of 40.79 with an average of 257.20 output tokens, outperforming the strongest evaluated adaptive baseline by 2.98 points while using 22.7% fewer tokens. Project page: https://trilarflagz.github.io/AdaThinkV/