What if? Emulative Simulation with World Models for Situated Reasoning

Situated reasoning often relies on active exploration, yet in many real-world scenarios such exploration is infeasible due to physical constraints of robots or safety concerns of visually impaired users. Given only a limited observation, can an agent mentally simulate a future trajectory toward a target situation and answer spatial what-if questions? We introduce WanderDream, the first large-scale dataset designed for the emulative simulation of mental exploration, enabling models to reason without active exploration. WanderDream-Gen comprises 15.8K panoramic videos across 1,088 real scenes from HM3D, ScanNet++, and real-world captures, depicting imagined trajectories from current viewpoints to target situations. WanderDream-QA contains 158K question-answer pairs, covering starting states, paths, and end states along each trajectory to comprehensively evaluate exploration-based reasoning. Extensive experiments with world models and MLLMs demonstrate (1) that mental exploration is essential for situated reasoning, (2) that world models achieve compelling performance on WanderDream-Gen, (3) that imagination substantially facilitates reasoning on WanderDream-QA, and (4) that WanderDream data exhibit remarkable transferability to real-world scenarios. The source code and all data will be released.