# Position: Vision-Language-Action Models Cannot Be Verified to Perform Physical Reasoning

arXiv: https://arxiv.org/abs/2606.30686 · HTML: https://mlsanity.com/paper/2606.30686/

## Key facts

- No citing papers in the map yet (data through 14 Oct 2026).
- Placed in Spatial and embodied reasoning, one of 17 directions in LLM reasoning.
- Builds on 35 of its 79 references that are in the map.
- First posted on arXiv 28 Jun 2026.

## Placed in

- LLM reasoning / [Spatial and embodied reasoning](https://mlsanity.com/lr/spatial-and-embodied-reasoning/)
- Multimodal LLMs / vision-language models / [Embodied and 3D vision-language models](https://mlsanity.com/mllm/embodied-and-3d-vision-language-models/)
- Vision-language-action models / [Generalist VLA models and benchmarks](https://mlsanity.com/vla/generalist-vla-models-and-benchmarks/)

## Builds on (most cited first, 30 of 35)

- [Scaling Laws for Neural Language Models](https://mlsanity.com/paper/2001.08361/) (2020)
- [OpenVLA: An Open-Source Vision-Language-Action Model](https://mlsanity.com/paper/2406.09246/) (2024)
- [π0: A Vision-Language-Action Flow Model for General Robot Control](https://mlsanity.com/paper/2410.24164/) (2024)
- [Do As I Can, Not As I Say: Grounding Language in Robotic Affordances](https://mlsanity.com/paper/2204.01691/) (2022)
- [GR00T N1: An Open Foundation Model for Generalist Humanoid Robots](https://mlsanity.com/paper/2503.14734/) (2025)
- [Inner Monologue: Embodied Reasoning through Planning with Language Models](https://mlsanity.com/paper/2207.05608/) (2022)
- [Fine-Tuning Vision-Language-Action Models: Optimizing Speed and Success](https://mlsanity.com/paper/2502.19645/) (2025)
- [Deep Learning Scaling is Predictable, Empirically](https://mlsanity.com/paper/1712.00409/) (2017)
- [Socratic Models: Composing Zero-Shot Multimodal Reasoning with Language](https://mlsanity.com/paper/2204.00598/) (2022)
- [RoboCasa: Large-Scale Simulation of Everyday Tasks for Generalist Robots](https://mlsanity.com/paper/2406.02523/) (2024)
- [AgiBot World Colosseo: A Large-scale Manipulation Platform for Scalable and Intelligent Embodied Systems](https://mlsanity.com/paper/2503.06669/) (2025)
- [The Platonic Representation Hypothesis](https://mlsanity.com/paper/2405.07987/) (2024)
- [Robotic Control via Embodied Chain-of-Thought Reasoning](https://mlsanity.com/paper/2407.08693/) (2024)
- [LIBERO-Plus: In-depth Robustness Analysis of Vision-Language-Action Models](https://mlsanity.com/paper/2510.13626/) (2025)
- [RoboNet: Large-Scale Multi-Robot Learning](https://mlsanity.com/paper/1910.11215/) (2019)
- [RT-H: Action Hierarchies Using Language](https://mlsanity.com/paper/2403.01823/) (2024)
- [LIBERO-PRO: Towards Robust and Fair Evaluation of Vision-Language-Action Models Beyond Memorization](https://mlsanity.com/paper/2510.03827/) (2025)
- [Understanding the Capabilities, Limitations, and Societal Impact of Large Language Models](https://mlsanity.com/paper/2102.02503/) (2021)
- [GraspVLA: a Grasping Foundation Model Pre-trained on Billion-scale Synthetic Action Data](https://mlsanity.com/paper/2505.03233/) (2025)
- [OneTwoVLA: A Unified Vision-Language-Action Model with Adaptive Reasoning](https://mlsanity.com/paper/2505.11917/) (2025)
- [Toward General-Purpose Robots via Foundation Models: A Survey and Meta-Analysis](https://mlsanity.com/paper/2312.08782/) (2023)
- [Diffusion-VLA: Generalizable and Interpretable Robot Foundation Model via Self-Generated Reasoning](https://mlsanity.com/paper/2412.03293/) (2024)
- [Hume: Introducing System-2 Thinking in Visual-Language-Action Model](https://mlsanity.com/paper/2505.21432/) (2025)
- [LLaRA: Supercharging Robot Learning Data for Vision-Language Policy](https://mlsanity.com/paper/2406.20095/) (2024)
- [Fast-in-Slow: A Dual-System Foundation Model Unifying Fast Manipulation within Slow Reasoning](https://mlsanity.com/paper/2506.01953/) (2025)
- [Programmatically Grounded, Compositionally Generalizable Robotic Manipulation](https://mlsanity.com/paper/2304.13826/) (2023)
- [CronusVLA: Towards Efficient and Robust Manipulation via Multi-Frame Vision-Language-Action Modeling](https://mlsanity.com/paper/2506.19816/) (2025)
- [Eva-VLA: Evaluating Vision-Language-Action Models' Robustness Under Real-World Physical Variations](https://mlsanity.com/paper/2509.18953/) (2025)
- [Robust Finetuning of Vision-Language-Action Robot Policies via Parameter Merging](https://mlsanity.com/paper/2512.08333/) (2025)
- [Fast ECoT: Efficient Embodied Chain-of-Thought via Thoughts Reuse](https://mlsanity.com/paper/2506.07639/) (2025)

## Abstract (arXiv)

Vision-Language-Action (VLA) systems, built on pretrained vision-language models (VLMs), have shown rapidly improving performance on robot manipulation benchmarks. These gains are commonly interpreted as evidence that semantic representations learned from internet-scale data transfer to physical execution generalization. This position paper argues that the assumption underlying this interpretation -- that semantic generalization is sufficient to support physical action decisions -- has not been independently verified and cannot be tested under current evaluation protocols. We support this claim by decomposing VLA policies into semantic mapping and physical action decision, and showing that task success rate -- the dominant evaluation metric -- cannot distinguish between these two sources of capability. As a result, improvements in benchmark performance are consistent with multiple competing explanations, including semantic matching, distributional overlap, and genuine physical generalization. We further argue that this identifiability gap has been reinforced through narrative drift, whereby successive systems inherit and strengthen prior interpretations of performance gains without isolating the underlying causal mechanism. To address this limitation, we propose a research direction based on evaluation designs that introduce controlled variation to separately measure semantic and physical generalization. Such designs make it possible to causally attribute performance without requiring access to model internals, and to empirically assess the role of VLM backbones as semantic interfaces rather than implicit sources of physical competence. Our goal is not to refute the role of VLMs in robotics, but to clarify the conditions under which claims of physical generalization can be meaningfully evaluated.
