Beyond the Cartesian Illusion: Testing Two-Stage Multi-Modal Theory of Mind under Perceptual Bottlenecks
Authors: Yajing Zhou, Xiangyu Kong
Organizations: College of Computer Science, Beijing Information Science and Technology University, No.55 Taihang Road, Changping District, Beijing, 102206, China
While Multi-Modal Large Language Models (MLLMs) demonstrate impressive capabilities in general reasoning, their embodied spatial intelligence remains hampered by a "Cartesian Illusion" - a reliance on text-based probability distributions that lack grounded, 3D topological understanding. This limitation is starkly exposed in multi-agent environments, which demand more than just scene perception; they require second-order Theory of Mind (ToM). Specifically, an Agent A must be able to infer Agent B's belief about the environment, governed strictly by Agent B's physical orientation and sensory limitations. In this paper, we probe the limits of two-stage spatial inference in MLLMs through a novel audio-visual task: requiring Agent A to predict Agent B's estimation of A's relative location. To solve this, we propose an Epistemic Sensory Bottleneck module that abandons rigid, rule-based coordinate transformations. Instead, we introduce an Anchor-Based Embodied Spatial Decomposition Chain-of-Thought (CoT). This guides the MLLM through a "geometric-to-semantic" projection, forcing it to first establish B's local coordinate system and then dynamically weight visual and auditory modalities based on whether A falls within B's visual frustum. Extensive evaluations reveal that while current MLLMs fundamentally struggle with spatial symmetry and out-of-view ambiguities (establishing a rigorous zero-shot baseline of 42% accuracy), our sensory-bounded reasoning chain robustly outperforms pure egocentric and allocentric baselines. By systematically benchmarking these perceptual bottlenecks, our work exposes the current limits of MLLM spatial reasoning and establishes a foundational paradigm for epistemic, modality-aware inference in Embodied AI.
Spatial intelligence remains a persistent challenge for Multimodal Large Language Models (MLLMs), as it requires coherent spatial scene representations beyond basic object recognition. Existing methods typically build such representations through textual reasoning or 3D reconstruction. However, they often falter during multi-step reasoning, particularly when required to dynamically re-anchor evidence to the specific camera-, object-, or direction-centric reference frames demanded by complex queries. To address this, we propose OmniView-Space, a framework designed to maintain spatial consistency through multimodal egocentric evidence. Our approach consists of three core components: (1) Multi-Perspective Spatial Mapping (MPSM), which re-anchors reconstructed geometry into a query-aligned visual cognitive map and a textual spatial graph; (2) Tool-Guided Egocentric Reasoning, an interleaved policy trained to actively select the ego anchor required by the query and request the corresponding MPSM evidence; and (3) Cognitive-Map Distillation, which uses MPSM-generated trajectories and ego-frame rewards to train the model to reason with self-generated cognitive maps. Experiments on single- and multi-image spatial reasoning benchmarks show that OmniView-Space achieves state-of-the-art performance. Furthermore, the distilled model maintains this performance while reducing reliance on external geometry pipelines.
Spatial intelligence, which refers to the ability to reason about geometric and physical structure from visual observations, remains a core challenge for multimodal large language models. Despite promising performance, recent multimodal large language models (MLLMs) often exhibit fragile reasoning traces in spatial intelligence tasks that involve consistent spatial state recognition. We argue that these failures stem from a mismatch between the spatial recognition mechanism and the text-only reasoning behavior of these MLLMs. Effective spatial reasoning requires low-level geometric structure to be faithfully preserved and updated throughout the reasoning process, whereas textual representations tend to abstract away precisely these critical details. To address this issue, we propose SpatialImaginer, a unified multimodal generation framework that integrates textual reasoning with visual imagination. Our framework adopts a divide-and-conquer strategy, using text chain-of-thought for high-level semantic planning and the visual imagination for geometry-sensitive state transformation and consistency preservation. To support this capability, we further introduce a difficulty-aware data engine with closed-loop verification to train the model to invoke visual imagination selectively when stable spatial state tracking is required. Extensive experiments on diverse spatial intelligence benchmarks show that SpatialImaginer achieves state-of-the-art performance and substantially improves robustness on complex multi-step spatial reasoning tasks.
Spatial intelligence is a key frontier for multimodal large language models (MLLMs), enabling them to reason about the physical world from visual experience. Inspired by human spatial cognition, recent approaches construct grid-based cognitive maps from multi-frame visual inputs to maintain coherent spatial representations over time. However, limited context lengths still challenge spatial understanding, while existing methods, such as long-context modeling and external memory, often require architectural changes, memory modules, or finetuning, limiting their applicability to off-the-shelf pretrained MLLMs. This motivates a lightweight, model-agnostic method for preserving spatial information beyond the native context window. To this end, we propose a plug-and-play multi-agent framework that collaboratively constructs cognitive maps as structured spatial memory, enhancing the spatial understanding of arbitrary pretrained MLLMs without architectural modification or additional training. Our framework features local-global agent coordination, cognitive map construction with atomic commits, and cross-agent verification. Extensive experiments demonstrate that our method achieves superior performance on spatial understanding tasks while remaining fully training-free. Code will be released.