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arxiv: 2605.18445 · v2 · pith:EWOUO35Unew · submitted 2026-05-18 · 💻 cs.CV · cs.AI· cs.CL· cs.LG

What's Holding Back Latent Visual Reasoning?

Pith reviewed 2026-05-20 11:55 UTC · model grok-4.3

classification 💻 cs.CV cs.AIcs.CLcs.LG
keywords latent visual reasoningvision-language modelschain-of-thoughtlatent tokensdummy replacementoracle representationsvisual imagination
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The pith

Model accuracy stays unchanged when latent visual tokens are swapped for uninformative dummies.

A machine-rendered reading of the paper's core claim, the machinery that carries it, and where it could break.

The paper examines why vision-language models fail to perform latent visual reasoning with continuous tokens as intermediate steps. Experiments show that replacing those tokens with dummy values leaves final accuracy intact, proving the model does not rely on them causally. Standard datasets supply little extra information from oracle latents beyond the raw image, so models learn to bypass the tokens during training. On a specially constructed diagnostic dataset where the latents carry real task-relevant support, models can be made to depend on them, yet the tokens generated at inference time still collapse into a narrow region and lose fidelity to the oracles. The work concludes that progress requires datasets with genuinely informative intermediate visual steps together with methods that produce accurate latent predictions.

Core claim

The authors establish that latent tokens play a minimal causal role in model predictions, as accuracy remains unaffected when they are replaced by uninformative dummy tokens. This occurs because, in existing datasets, oracle latent representations add limited information beyond the input image and do not simplify the task enough for models to use them. When models are fine-tuned on a diagnostic dataset engineered so that latent tokens provide sufficient support, they do learn to rely on them causally. However, the tokens produced during inference deviate sharply from the corresponding oracle representations and collapse to a narrow region, blocking any potential benefit.

What carries the argument

Dummy-token replacement test that measures whether continuous latent tokens generated as visual intermediate steps exert causal influence on the final answer.

If this is right

  • Models will causally depend on latent tokens once trained on datasets where oracle representations add substantial task-relevant information beyond the image.
  • Accurate prediction of latent tokens at inference time is required before any performance gain from visual chain-of-thought can appear.
  • Future datasets must be designed so that each intermediate visual step meaningfully simplifies the final reasoning problem.
  • Improved training objectives or architectures are needed to prevent collapse of generated latent representations away from their oracle counterparts.

Where Pith is reading between the lines

These are editorial extensions of the paper, not claims the author makes directly.

  • The same bypassing pattern may occur in other multimodal reasoning setups that insert continuous intermediate representations.
  • Hybrid approaches that combine language-based steps with occasional visual latents might avoid the collapse problem observed here.
  • Regularization terms that explicitly penalize deviation from oracle latents during training could be tested as a direct remedy.

Load-bearing premise

The diagnostic dataset in which latent tokens supply genuine task support does not contain its own selection biases or artifacts that would make reliance appear only under artificial conditions.

What would settle it

Measure accuracy on the diagnostic dataset after replacing the model's generated latent tokens with dummies; a large accuracy drop would show that models can and do use informative latents when they are available.

Figures

Figures reproduced from arXiv: 2605.18445 by Andr\'e F. T. Martins, Andr\'e G. Viveiros, Matthias Lindemann, Nuno Gon\c{c}alves.

Figure 1
Figure 1. Figure 1: The usefulness of latent tokens depends on their content. [PITH_FULL_IMAGE:figures/full_fig_p002_1.png] view at source ↗
Figure 2
Figure 2. Figure 2: General framework. a) Oracle latent tokens are computed from intermediate visual representations. b) Training is extended into the continuous latent space, where the model predicts latent tokens, mainly conditioned on oracle latent tokens via teacher forcing (i.e., z ∗ 1 , . . . , z ∗ k ). visual information. It then uses the resulting model as a teacher, distilling latent supervision from its hidden state… view at source ↗
Figure 3
Figure 3. Figure 3: Accuracy when performing standard inference vs interventions on latents on Blink and [PITH_FULL_IMAGE:figures/full_fig_p005_3.png] view at source ↗
Figure 4
Figure 4. Figure 4: Setup for masked training: we mask the relevant subregion in the input image but keep the [PITH_FULL_IMAGE:figures/full_fig_p006_4.png] view at source ↗
Figure 5
Figure 5. Figure 5: Sample from our Tetris-like dataset for analogical [PITH_FULL_IMAGE:figures/full_fig_p007_5.png] view at source ↗
Figure 6
Figure 6. Figure 6: Average cosine similarity between consecutive time steps of latent representations for [PITH_FULL_IMAGE:figures/full_fig_p008_6.png] view at source ↗
Figure 7
Figure 7. Figure 7: Possible figure combinations in the Tetris-like dataset [PITH_FULL_IMAGE:figures/full_fig_p015_7.png] view at source ↗
read the original abstract

Humans can approach complex visual problems by mentally simulating intermediate visual steps, rather than reasoning through language alone. Inspired by this, several works on Vision-Language Models have recently explored chain-of-thought reasoning with continuous latent tokens as intermediate visual imagination steps. In this work, we investigate how recent models leverage such latent tokens. Surprisingly, we find that model accuracy is unaffected when latent tokens are replaced by uninformative dummy tokens. This indicates that latent tokens play a minimal causal role in the model's final prediction. To better understand this phenomenon, we analyze both the training signal provided by oracle latent representations and the quality of the latent tokens generated at inference time. Our experiments reveal two crucial issues holding back latent visual reasoning: First, in most existing datasets, oracle latent tokens provide limited additional information beyond the original image and do not substantially simplify the task, leading models to ignore them during training and effectively bypassing them at inference time. When fine-tuned on a diagnostic dataset, in which latent tokens provide sufficient support for the final prediction, we show that models can causally rely on them. Second, the latent tokens produced at inference time deviate from their corresponding oracle representations, collapsing to a narrow region and preventing benefits even when the model relies on them. Overall, our findings suggest that future progress in latent visual reasoning depends on two key pillars: high-quality datasets with informative intermediate steps and more precise latent token prediction.

Editorial analysis

A structured set of objections, weighed in public.

Desk editor's note, referee report, simulated authors' rebuttal, and a circularity audit. Tearing a paper down is the easy half of reading it; the pith above is the substance, this is the friction.

Referee Report

2 major / 2 minor

Summary. The manuscript investigates the causal role of continuous latent tokens as intermediate visual steps in vision-language models for chain-of-thought reasoning. Through token-replacement ablations, the authors report that model accuracy is unaffected when latent tokens are replaced by uninformative dummies, indicating minimal causal contribution to final predictions. Analysis of oracle latent representations shows they provide limited additional information beyond the input image in standard datasets; generated latents at inference collapse to a narrow region. Fine-tuning on a custom diagnostic dataset where latents supply sufficient support enables causal reliance, leading to the conclusion that progress requires more informative intermediate-step datasets and more accurate latent prediction.

Significance. If the core empirical findings hold, the work offers a clear diagnostic framework for why latent visual reasoning has underperformed, with direct implications for dataset design and model training in multimodal reasoning. The ablation results and contrast between standard and diagnostic regimes provide falsifiable, reproducible evidence that strengthens the empirical contribution; explicit credit is due for the controlled replacement experiments and the identification of both training-signal and inference-time failure modes.

major comments (2)
  1. [Diagnostic dataset and fine-tuning experiments] The construction and selection criteria for the diagnostic dataset (where oracle latents are claimed to provide sufficient support) are insufficiently detailed. Without explicit description of example curation, synthesis method, or controls for simplification relative to natural visual tasks, it remains possible that observed causal reliance is an artifact of dataset construction rather than evidence that limited oracle information is the sole training-time issue. This directly affects the load-bearing contrast with standard datasets.
  2. [Token replacement ablations] The token-replacement results lack reported statistical controls (e.g., multiple random seeds, error bars, or significance tests) and clarification on whether post-hoc decisions affected which replacement variants were emphasized. Given that the central claim rests on accuracy being unaffected, these details are necessary to establish robustness.
minor comments (2)
  1. Notation for latent tokens versus oracle representations could be standardized earlier in the text to improve readability when comparing training and inference regimes.
  2. [Figures] Figure captions should explicitly state the number of runs or variance measures underlying plotted accuracy values.

Simulated Author's Rebuttal

2 responses · 0 unresolved

We thank the referee for the constructive feedback, which highlights areas where additional detail and rigor will strengthen the manuscript. We address each major comment below and will revise accordingly.

read point-by-point responses
  1. Referee: [Diagnostic dataset and fine-tuning experiments] The construction and selection criteria for the diagnostic dataset (where oracle latents are claimed to provide sufficient support) are insufficiently detailed. Without explicit description of example curation, synthesis method, or controls for simplification relative to natural visual tasks, it remains possible that observed causal reliance is an artifact of dataset construction rather than evidence that limited oracle information is the sole training-time issue. This directly affects the load-bearing contrast with standard datasets.

    Authors: We agree that the current description of the diagnostic dataset is insufficiently detailed. In the revised manuscript we will add an expanded subsection that specifies: (i) the curation criteria and concrete task examples used to ensure intermediate visual steps are required; (ii) the exact synthesis procedure for generating oracle latent representations; and (iii) quantitative controls and side-by-side comparisons with standard benchmarks demonstrating that the diagnostic tasks preserve realistic visual complexity rather than being artificially simplified. These additions will make explicit why the observed causal reliance on latents is attributable to their informativeness rather than dataset artifacts. revision: yes

  2. Referee: [Token replacement ablations] The token-replacement results lack reported statistical controls (e.g., multiple random seeds, error bars, or significance tests) and clarification on whether post-hoc decisions affected which replacement variants were emphasized. Given that the central claim rests on accuracy being unaffected, these details are necessary to establish robustness.

    Authors: We acknowledge the need for stronger statistical reporting. In the revision we will present all token-replacement results averaged across multiple random seeds, include error bars, and report statistical significance tests. We will also clarify in the methods and results sections that the replacement variants (random noise, constant embeddings, and image-derived but task-uninformative tokens) were selected a priori according to the experimental design to probe different degrees of informativeness; no post-hoc selection or emphasis occurred. These changes will directly support the robustness of the finding that accuracy remains unaffected. revision: yes

Circularity Check

0 steps flagged

No circularity: purely empirical token-replacement and dataset experiments

full rationale

The paper reports direct experimental measurements: accuracy remains unchanged when latent tokens are swapped for dummy tokens, oracle latents are shown to add little information on standard datasets, and a diagnostic fine-tuning set is used to demonstrate that models can learn to rely on informative latents. No equations, derivations, or parameter-fitting steps are described that would reduce any claimed result to its own inputs by construction. The central claims rest on observable accuracy deltas and representation comparisons rather than self-definitional or self-citation load-bearing arguments. This is a standard empirical study whose validity can be checked against the reported datasets and replacement protocol.

Axiom & Free-Parameter Ledger

0 free parameters · 1 axioms · 0 invented entities

The paper rests on standard machine-learning assumptions about supervised training, evaluation metrics, and the existence of oracle latent representations; no new free parameters, axioms, or invented entities are introduced.

axioms (1)
  • standard math Standard supervised learning assumptions that model performance on held-out data reflects generalization and that oracle representations can be defined independently of the trained model.
    Invoked implicitly when comparing model accuracy with and without oracle latents and when constructing the diagnostic dataset.

pith-pipeline@v0.9.0 · 5798 in / 1349 out tokens · 53949 ms · 2026-05-20T11:55:54.799344+00:00 · methodology

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Reference graph

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