Driving world models are often interpreted as counterfactual simulators for observed driving episodes: given a factual driving log, they are asked what would have happened under an alternative ego action. In this paper, we identify a fundamental mismatch between this goal and direct action-conditioned prediction. The direct prediction uses the shared history and the alternative action but not the factual continuation observed after that history. It can therefore generate a plausible future without preserving what actually happened in this episode. We formalize this gap using the causal recipe of abduction, action, and prediction and study it in a setting with a short time horizon, where the alternative ego action does not alter how surrounding agents evolve. To make the gap measurable, we construct a controlled simulation benchmark with factual outcomes and matched counterfactual outcomes. Across two representative world models, direct predictions fail to match the counterfactual ground truth, supporting our analysis. As a constructive check of this analysis, we introduce a deliberately simple, training-free pipeline that moves observed evidence into the counterfactual view and lets the frozen model complete what remains unknown. Even this simple construction raises the overall recovered fraction substantially and reduces perceptual distance to the matched counterfactual on both models. We hope this work draws attention to this gap and motivates better counterfactual prediction methods for driving world models.
World action models (WAMs) have recently gained increasing attention as a framework for jointly modeling scene evolution and ego actions in autonomous driving. Most existing WAMs learn scene dynamics in pixel space by combining a video-generation backbone for future-observation prediction with an action head for ego-trajectory prediction. Pixels, however, provide only an indirect representation of these dynamics: they entangle geometry and motion with appearance, texture, and illumination, forcing the model to infer three-dimensional transformations from two-dimensional observations. We argue that geometry, represented by point clouds, offers a more natural state space for driving because it explicitly captures spatial structure and the rigid and non-rigid transformations that govern scene evolution while directly aligning with the space in which driving actions are executed. Building on this insight, we introduce \textbf{GeoWAM}, a visual geometry world action model for autonomous driving. Rather than predicting future images, GeoWAM is pretrained to forecast future scene geometry, yielding representations that jointly encode spatial structure and temporal evolution. A geometry-conditioned action head then leverages these learned geometric dynamics to predict future ego trajectories. Extensive open-loop and closed-loop evaluations show that visual geometry world modeling yields substantially stronger driving policies than image-based alternatives, establishing future-geometry prediction as an effective pretraining objective for autonomous driving.
Yiren Lu, Xin Ye, Jiaming Liu et al.· 0 citations
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