A Generalization Theory for JEPA-Based World Models
Authors: Jingyi Cui, Qi Zhang, Hongwei Wen, Yisen Wang
Organizations: State Key Lab of General AI, School of Intelligence Science and Technology, Peking University · University of Sydney
Abstract
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.
World models for partially observed environments must imagine multiple compatible hidden futures and steer between them under counterfactual actions. Joint Embedding Predictive Architectures (JEPAs) do this in latent space, but a vector-valued latent has no internal structure for carrying the belief over hidden continuations through blind rollout. We introduce the Unitary World Model JEPA (UWM-JEPA), a JEPA world model with a density-matrix latent on a joint system-environment space and a learned unitary predictor. The construction preserves the joint-state spectrum exactly during rollout, so the predictor itself cannot dissipate the represented uncertainty. On a hidden-velocity indicator task requiring five-step forward simulation under a given action sequence with the target observation masked, UWM-JEPA reaches 0.77 accuracy and degrades monotonically as actions are perturbed; a parameter-matched LSTM-JEPA trained under the same counterfactual-target objective and action head collapses to majority-class accuracy (0.53) under every action condition. Under blind rollout, UWM-JEPA loses fewer than ten points of probe R^2 at short horizons while vector-latent baselines lose forty-one and sixty-eight; both nevertheless tie on a held-out context probe, locating the separation in the predictor rather than the encoder. Action sensitivity itself requires training against counterfactual rather than teacher-forced targets, a finding that applies beyond the unitary parameterisation. For JEPA world models to imagine under partial observability, latent geometry and predictor dynamics matter, not frozen context-encoding capacity alone.
Joint-Embedding Predictive Architectures (JEPAs) learn compact latent world models by predicting future embeddings, but no single coordinate of the latent is designated to encode task progression. We carve the JEPA latent into two orthogonal subspaces with disjoint roles: a low-dimensional progression subspace shaped by a cosine-margin triplet loss, and a high-dimensional content subspace regularised by the existing SIGReg objective of LeWM. We prove that the two anti-collapse forces act on disjoint coordinates, so they compose additively rather than competing on the same dimensions. Our method, SD-JEPA improves over the LeWM baseline on the majority of its control benchmarks at matched compute, and outperforms the strongest non-LeWM JEPA baseline on Push-T; a subspace-ablation falsifier confirms the split is the load-bearing ingredient. Beyond planning, the resulting 1-D angular progression coordinate functions as a scene-aware compass on the latent. It advances with task progress, regresses when the agent backtracks, and under controlled perturbations both spikes and relocalises to a semantically appropriate new task-phase sector, separating the moment of surprise from its meaning in a way that prediction-error scalars cannot.
We propose PhyLatent, a dynamics-relevant training objective for JointEmbedding Predictive Architecture (JEPA) world models. Our key observation is that preventing global latent collapse does not ensure that a representation preserves physical states and action consequences. We identify three failure modes in JEPA world models: physical invariance collapse, physical identifiability collapse, and counterfactual dynamics collapse. PhyLatent addresses them through three training pathways: physical invariance, physical identifiability, and counterfactual dynamics, implemented with physical state grounding, future representation alignment, static visual invariance, counterfactual branch separation, and latent denoising. On OGBench-Cube, PhyLatent reduces the three failure rates from 15.60%, 6.71%, and 8.41% to 7.53%, 0.95%, and 4.62%, respectively, and improves model predictive control (MPC) success from 70.0% to 78.1%. With the same architecture and planner, it further improves success from 81.0% to 98.0% on TwoRooms and remains competitive on Reacher and PushT. These results show that global non-collapse alone is insufficient for learning a reliable JEPA worldmodel state space.