arXiv:2510.04532v1 Announce Type: new Abstract: Vision-Language Model (VLM) driving agents promise explainable end-to-end autonomy by first producing natural-language reasoning and then predicting trajectory planning. However, whether planning is causally driven by this reasoning remains a critical but unverified assumption. To investigate this, we build DriveMind, a large-scale driving Visual Question Answering (VQA) corpus with plan-aligned Chain-of-Thought (CoT), automatically generated from nuPlan. Our data generation process converts sensors and annotations into structured inputs and, crucially, separates priors from to-be-reasoned signals, enabling clean information ablations. Using DriveMind, we train representative VLM agents with Supervised Fine-Tuning (SFT) and Group Relative Policy Optimization (GRPO) and evaluate them with nuPlan's metrics. Our results, unfortunately, indicate a consistent causal disconnect in reasoning-planning: removing ego/navigation priors causes large drops in planning scores, whereas removing CoT produces only minor changes. Attention analysis further shows that planning primarily focuses on priors rather than the CoT. Based on this evidence, we propose the Reasoning-Planning Decoupling Hypothesis, positing that the training-yielded reasoning is an ancillary byproduct rather than a causal mediator. To enable efficient diagnosis, we also introduce a novel, training-free probe that measures an agent's reliance on priors by evaluating its planning robustness against minor input perturbations. In summary, we provide the community with a new dataset and a diagnostic tool to evaluate the causal fidelity of future models.
