Can Vision-Language Models See Squares? Text-Recognition Mediates Spatial Reasoning Across Three Model Families

arXiv:2602.15950v1 Announce Type: new
Abstract: We present a simple experiment that exposes a fundamental limitation in vision-language models (VLMs): the inability to accurately localize filled cells in binary grids when those cells lack textual identity. We generate fifteen 15×15 grids with varying density (10.7%-41.8% filled cells) and render each as two image types — text symbols (. and #) and filled squares without gridlines — then ask three frontier VLMs (Claude Opus, ChatGPT 5.2, and Gemini 3 Thinking) to transcribe them. In the text-symbol condition, Claude and ChatGPT achieve approximately 91% cell accuracy and 84% F1, while Gemini achieves 84% accuracy and 63% F1. In the filled-squares condition, all three models collapse to 60-73% accuracy and 29-39% F1. Critically, all conditions pass through the same visual encoder — the text symbols are images, not tokenized text. The text-vs-squares F1 gap ranges from 34 to 54 points across models, demonstrating that VLMs behave as if they possess a high-fidelity text-recognition pathway for spatial reasoning that dramatically outperforms their native visual pathway. Each model exhibits a distinct failure mode in the squares condition — systematic under-counting (Claude), massive over-counting (ChatGPT), and template hallucination (Gemini) — but all share the same underlying deficit: severely degraded spatial localization for non-textual visual elements.