Jialong Wu, Xiaoying Zhang, Hongyi Yuan et al.
Humans construct internal world models and reason by manipulating the concepts within these models. Recent advances in AI, particularly chain-of-thought (CoT) reasoning, approximate such human cognitive abilities, where world models are believed to be embedded within large language models. Expert-level performance in formal and abstract domains such as mathematics and programming has been achieved in current systems by relying predominantly on verbal reasoning. However, they still lag far behind humans in domains like physical and spatial intelligence, which require richer representations and prior knowledge. The emergence of unified multimodal models (UMMs) capable of both verbal and visual generation has therefore sparked interest in more human-like reasoning grounded in complementary multimodal pathways, though their benefits remain unclear. From a world-model perspective, this paper presents the first principled study of when and how visual generation benefits reasoning. Our key position is the visual superiority hypothesis: for certain tasks--particularly those grounded in the physical world--visual generation more naturally serves as world models, whereas purely verbal world models encounter bottlenecks arising from representational limitations or insufficient prior knowledge. Theoretically, we formalize internal world modeling as a core component of CoT reasoning and analyze distinctions among different forms of world models. Empirically, we identify tasks that necessitate interleaved visual-verbal CoT reasoning, constructing a new evaluation suite, VisWorld-Eval. Controlled experiments on a state-of-the-art UMM show that interleaved CoT significantly outperforms purely verbal CoT on tasks that favor visual world modeling, but offers no clear advantage otherwise. Together, this work clarifies the potential of multimodal world modeling for more powerful, human-like multimodal AI.