SPACENUM: Revisiting Spatial Numerical Understanding in VLMs

Vision-Language Models (VLMs) are increasingly deployed in embodied environments, where they need produce numerical outputs such as action magnitudes and spatial coordinates. Although these numbers appear meaningful, it remains unclear whether these numerical outputs are genuinely grounded in spatial perception. Therefore, in this work, we revisit spatial numerical understanding through SpaceNum, a unified framework that captures two complementary settings: numbers as dynamic transitions during spatial exploration, and numbers as static layouts in spatial reasoning. We formulate two bidirectional tasks, Num2Space and Space2Num, to evaluate how well VLMs map between vision-side spatial structure and language-side numerical representations. We systematically study whether current VLMs truly understand numerical values in spatial settings. Across dynamic transitions and static layouts, we find that models largely fail to ground numbers in spatial meaning and often perform close to random guess. Through error analysis, reasoning trace analysis, and controlled interventions, we show that current VLMs rely heavily on shallow spatial cues, struggle to build stable coordinate-aware representations, and fail to abstract structured spatial layouts from visual observations. We further show that explicit reasoning provides only marginal gains, while tuning can partially improve spatial numerical understanding and transfer to external spatial reasoning benchmarks.

Theory of Space: Can Foundation Models Construct Spatial Beliefs through Active Exploration?

Spatial embodied intelligence requires agents to act to acquire information under partial observability. While multimodal foundation models excel at passive perception, their capacity for active, self-directed exploration remains understudied. We propose Theory of Space, defined as an agent's ability to actively acquire information through self-directed, active exploration and to construct, revise, and exploit a spatial belief from sequential, partial observations. We evaluate this through a benchmark where the goal is curiosity-driven exploration to build an accurate cognitive map. A key innovation is spatial belief probing, which prompts models to reveal their internal spatial representations at each step. Our evaluation of state-of-the-art models reveals several critical bottlenecks. First, we identify an Active-Passive Gap, where performance drops significantly when agents must autonomously gather information. Second, we find high inefficiency, as models explore unsystematically compared to program-based proxies. Through belief probing, we diagnose that while perception is an initial bottleneck, global beliefs suffer from instability that causes spatial knowledge to degrade over time. Finally, using a false belief paradigm, we uncover Belief Inertia, where agents fail to update obsolete priors with new evidence. This issue is present in text-based agents but is particularly severe in vision-based models. Our findings suggest that current foundation models struggle to maintain coherent, revisable spatial beliefs during active exploration.

PROGRESSLM: Towards Progress Reasoning in Vision-Language Models

Estimating task progress requires reasoning over long-horizon dynamics rather than recognizing static visual content. While modern Vision-Language Models (VLMs) excel at describing what is visible, it remains unclear whether they can infer how far a task has progressed from partial observations. To this end, we introduce Progress-Bench, a benchmark for systematically evaluating progress reasoning in VLMs. Beyond benchmarking, we further explore a human-inspired two-stage progress reasoning paradigm through both training-free prompting and training-based approach based on curated dataset ProgressLM-45K. Experiments on 14 VLMs show that most models are not yet ready for task progress estimation, exhibiting sensitivity to demonstration modality and viewpoint changes, as well as poor handling of unanswerable cases. While training-free prompting that enforces structured progress reasoning yields limited and model-dependent gains, the training-based ProgressLM-3B achieves consistent improvements even at a small model scale, despite being trained on a task set fully disjoint from the evaluation tasks. Further analyses reveal characteristic error patterns and clarify when and why progress reasoning succeeds or fails.