Embodied world models learn to predict future physical dynamics from visual observations and control signals, where physical knowledge is implicitly entangled within latent representations. We introduce CausalWM, a 16B embodied world model that performs explicit causal chain-of-thought reasoning before future video prediction. CausalWM organizes useful variables into a reasoning trajectory, allowing the model to progressively capture causal dependencies underlying physical evolution. To train CausalWM, we collect 31K hours embodied data and develop a three-stage paradigm consisting of large-scale video pre-training, causal CoT mid-training, and multi-objective RL post-training. Despite using only a limited set of supervised CoT variables, CausalWM exhibits emergent in-context learning capabilities, enabling contextual visual feature guidance and efficient few-step generation. CausalWM achieves state-of-the-art performance across language-conditioned, action-conditioned, single-view and multi-view benchmarks, including Top-1 performance on TriWorldBench leaderboard.
Current benchmarks for embodied vision-language planning often favor linguistic next-token prediction over physically grounded next-state reasoning. This rewards models that mimic statistical language priors rather than track causal dependencies, reducing physical planning to shallow sequence modeling. We argue that reliable physical autonomy requires a shift from linguistically grounded token prediction toward physically grounded causal reasoning. To this end, we introduce Causal-Plan-Bench, a high-fidelity diagnostic suite curated through multi-stage verification to evaluate embodied planning across four causal dimensions. We also construct Causal-Plan-1M, a million-scale corpus of explicit reasoning traces produced by a four-stage annotation pipeline over egocentric videos. Extensive evaluation shows that leading models still struggle to demonstrate genuine physical agency, with Gemini 3 Pro reaching only 38.18 on our benchmark. In contrast, our training recipe enables Causal Planner, built on Qwen3-VL-8B, to internalize physical logic for more accurate next-state estimation. The model achieves strong in-domain performance and cross-benchmark generalization, and reveals a Causal Scaling Law: scaling causal training data to one million instances yields a 36.3% relative gain, from 33.22 to 45.28. Overall, our work provides a concrete step toward turning agents from superficial token predictors into physically grounded causal reasoners.
World models are becoming core infrastructure for embodied intelligence, with action-conditioned video generation providing controllable predictions of how scenes evolve after agent interventions. Yet existing models are commonly trained with space-time-uniform mean squared error, allowing abundant background tokens to dominate the gradient while sparse interaction dynamics remain under-optimized; such uniform fitting rewards reconstructing appearance rather than learning how actions change the world. We introduce Causal Action Effect Reweighting (CAER), a general training paradigm that redistributes supervision toward the tokens whose predicted future is causally affected by the action. CAER contrasts the model's own predictions with and without action conditioning to localize these tokens online, then normalizes the resulting effect map into a weight that preserves the total coefficient mass and changes only where it is spent. This online signal requires no external annotations or offline preprocessing, avoids additional data-processing time, and scales naturally with model and dataset size. Experiments across heterogeneous action-conditioned world-model tasks show that CAER converges to better solutions than uniform MSE training, with consistent improvements in the physical consistency, controllability, and visual quality of generated videos.
Learning predictive world models from unlabelled video is a foundational challenge in artificial intelligence. While Joint Embedding Predictive Architectures (JEPA) have set new benchmarks in semantic classification, they often remain physics-blind, failing to capture the causal dynamics necessary for downstream reasoning. We hypothesize that this stems from standard patch-based masking strategies, which prioritize visual texture over rare but informative kinematic events. We propose Interaction-Aware JEPA (IA-JEPA), which utilizes a self-supervised motion-centric masking strategy to prioritize physical interactions. By specifically targeting entities engaged in collisions or momentum transfers, we force the architecture to reconstruct latent trajectories rather than static background features. Evaluated on the CLEVRER benchmark, IA-JEPA achieves 14.26% accuracy on causal reasoning tasks, a significant lead over the 3.22% achieved by standard patch-masked baselines. Crucially, we demonstrate that IA-JEPA breaks the "static bias" of standard self-supervision by inducing a higher-entropy, more discriminative latent space (+10% entropy gain) that linearizes physical energy (R2=0.43). We show that this interaction bias generalizes to real-world human actions (Something-Something V2) and zero-shot physical puzzles (PHYRE-Lite). Our results provide a scalable, fully self-supervised path toward building foundational world models that begin to internalize the causal structure of the physical world.