Visual Grounding in Zero-Shot Vision-Language Control
Vision-language models (VLMs) are increasingly used as zero-shot controllers, but successful trajectories do not necessarily show that decisions are grounded in visual input: simulator dynamics and conservative action priors can produce favourable scores without meaningful perception. We investigate this with an input-ablation battery: blind-image controls, repeated identical inputs, lane-axis reflection, non-visual baselines, and pipeline-integrity checks. Across nine direct-action models, six structured local VLMs, and an exploratory VLM-MPC hierarchy, we analyse 32,874 scored calls over two embodiments and three simulators. The direct-control results are largely negative: a constant-SLOW policy outperforms a scripted geometric controller, several models are image-invariant or nearly constant, and models that recognize longitudinal hazards still fail to transform LEFT and RIGHT under reflection. No local VLM meets the joint longitudinal and lateral grounding criteria. However, an image-only deterministic positive control estimates the lead gap with 0.090 m MAE and exact mirror equivariance, confirming the stimuli carry sufficient visual information; the failures are modular, not universal. A post-hoc, leakage-controlled symmetry-consensus guardian selects two models from 16 calibration frames and freezes a 2-of-4 hazard vote across original and reflected views. On 272 held-out frames it reaches 0.954 balanced accuracy (episode-cluster bootstrap 95% CI [0.895,0.990]); nested leave-one-episode-out recovers the same pair and threshold in all 12 folds. Abstaining on ties raises committed balanced accuracy to 0.973 at 0.824 coverage. With deterministic perception retaining lateral authority, offline modular replay achieves 0.934 action agreement and exact mirror equivariance. These results support current VLMs as bounded, selective hazard assistants, not monolithic zero-shot controllers.