titleBuilding Social World Models with Large Language Models
authorsHaofei Yu, Yining Zhao, Guanyu Lin, Jiaxuan You
date2026-06-09
venuearXiv (preprint, not peer reviewed)
idarXiv:2606.11482
affiliationUniversity of Illinois at Urbana-Champaign
upvotes4 (Hugging Face Daily Papers, 2026-11-01)
linksabs pdf hf code
primerWorld models
abstractUnderstanding and predicting how social beliefs evolve in response to events -- from policy changes to scientific breakthroughs -- remains a fundamental challenge in social science. Given LLMs' commonsense knowledge and social intelligence, we ask: Can LLMs model the dynamics of social beliefs following social events? In this work, we introduce the concept of the Social World Model (SWM), a general framework designed to capture how social beliefs evolve in response to major events. SWM learns state-transition functions for social beliefs by mining temporal patterns in social data and optimizing the evidence lower bound, without the need for explicit human annotations linking events to belief shifts, or for expensive census data. To evaluate SWM, we introduce a benchmark, SWM-bench, derived from real-world prediction markets, specifically Kalshi and Polymarket. SWM-bench includes over 12k data points for social belief prediction tasks spanning diverse domains such as politics, finance, and cryptocurrency. Our experimental results show that SWM significantly outperforms time-series foundation models, achieving state-of-the-art results on Kalshi data and demonstrating competitive performance on Polymarket data, while offering interpretable insights into the underlying mechanisms of social belief dynamics.

cite

@misc{yu2026building,
  title={Building Social World Models with Large Language Models},
  author={Haofei Yu and Yining Zhao and Guanyu Lin and Jiaxuan You},
  year={2026},
  eprint={2606.11482},
  archivePrefix={arXiv},
  url={https://arxiv.org/abs/2606.11482}
}