When Does LeJEPA Learn a World Model?

World model serves as a promising tool to infer environment dynamics under high-dimensional observations and candidate actions. Recently, LeCun's JEPA provides a compelling framework for learning such models in representation space. Its action-conditioned extension plays a central role in visual control and latent-space planning, but leaves a fundamental question: can it recover the controlled dynamics from nonlinear observations? This paper presents a joint identifiability condition for controlled world models with Gaussian latent states, which consists of two coupled components: (1) representation identifiability and (2) transition identifiability. The former depends on the spectral separation property while the latter is related to non-degenerate variation of conditional action. We prove that when this condition holds, minimizing the LeJEPA-style predictive objective can recover both latent states and controlled dynamics in the sense of orthogonal transformation. We further prove that the upper bound of transition prediction error is inversely proportional to the spectral separation margin. We also characterize an attainable amplification of counterfactual prediction error that scales inversely with the weakest conditional action-excitation margin. The theoretical predictions are empirically supported across four nonlinear observation settings.

Learning structured and control-relevant latent representations remains a key challenge for world models. Recent JEPA-based world models learn action-conditioned predictive latent dynamics from observation sequences. However, their forward-prediction objectives do not explicitly enforce reliable identifiability of robot-centric physical state from individual latents or state changes from latent pairs, which can limit downstream planning and policy performance. We propose PSG-JEPA, a physically grounded JEPA world model that shapes its latent space with two complementary grounding objectives beyond forward prediction: grounding individual latents in robot proprioceptive state, and grounding latent pairs in multi-horizon joint-angle changes. Both objectives are applied only during training, leaving the inference architecture and computational cost unchanged. To comprehensively evaluate PSG-JEPA, we conduct experiments at three levels: (1) latent identifiability via probing, (2) goal-conditioned planning on frozen latents, and (3) policy learning in simulation and on a real robot. Experiments demonstrate that our PSG-JEPA consistently outperforms state-of-the-art latent world-model baselines at all three levels.

Joint Embedding Predictive Architectures (JEPAs) have recently emerged as a promising paradigm for world modeling by learning predictive dynamics in a latent space rather than generating future observations at the input level. Despite their empirical success, the theoretical understanding of JEPA-based world models remains limited. In this paper, we develop the first generalization theory for JEPA-based world models. We formulate JEPA pretraining as a conditional spectral graph learning problem and show that the JEPA objective is equivalent to a low-rank factorization of an action-conditioned co-occurrence matrix. Building on this characterization, we establish a connection between JEPA pretraining error and downstream planning regret, leading to a finite-sample generalization bound for JEPA-based world models. Our analysis reveals an inherent trade-off between approximation and sample errors with respect to the latent dimension, providing theoretical insights into the advantages and limitations of latent predictive models compared with input-level predictive approaches.