Does Latent Planning Survive Point Clouds? Action-Conditioned JEPA World Models for Geometric Observations

Latent action world models let agents plan new behaviors at test time by predicting how actions change the environment, and joint-embedding predictive architectures (JEPAs) do so by forecasting future latent states rather than pixels. Yet nearly all such models see the world through a camera, even though robotic manipulation is fundamentally geometric: in robotics goals for manipulation are traditionally specified by target object poses, not by images of the object once placed. We ask whether latent planning survives a shift from appearance to geometry, on the observation side as well as on the goal specifications side. To answer this, we extend the stable-worldmodel evaluation platform with simulated LiDAR-style raycast point clouds as a new sensor modality, and adapt three JEPA designs to point clouds: a frozen-encoder model built on Utonia features, a distribution-prior model based on LeWM, and an action-sensitive model based on Delta-JEPA. We further introduce a goal-encoding mechanism that constructs the goal latent from the current latent and a 3D target pose, removing the need for goal images or goal point clouds. A comparative evaluation of the different anti-collapse mechanisms shows that point-cloud world models can match their image-based counterparts, demonstrating that the modality shift from appearance to geometry is achievable. All models are released as open weights with open-source training and inference code, to make world-model planning accessible for LiDAR-driven and pose-directed robotic tasks.