True general intelligence requires not only a model of the physical world but also a social world model: the capacity to infer how individual mental states interact and crystallize into group-level outcomes. Despite notable progress in individual-level Theory of Mind (ToM) reasoning, existing multimodal large language models systematically fail at this: collective behavior emerges non-linearly from social tensions, conformity dynamics, and structural constraints, and cannot be recovered by summing individual intentions. We present ***GroupToM-Bench***, the first multimodal benchmark for group-level ToM, built around a causal chain spanning micro-level BDI states (belief, desire, intention), meso-level group tension and structural constraints, and macro-level outcome prediction and mechanistic attribution. To probe this full arc, we develop a seven-level cognitive audit framework. Experiments reveal that frontier models perform significantly below human levels, exposing fundamental blind spots in modeling social structures and nonlinear collective behavior.

Multimodal Large Language Models typically assume linguistic context invariably enhances visual understanding. We study this assumption in semantic adversarial scenarios, specifically magic tricks, where narration deliberately diverges from physical reality. We introduce MagicBench, a diagnostic benchmark of 402 videos for evaluating MLLMs under hierarchical linguistic interference, together with a Physical Constraint Set (PCS) protocol for assessing adherence to physical laws. Evaluation uncovers a Semantic Dependency Paradox: (1) Semantic anchoring: Entity nouns act as anchors aiding localization, paradoxically boosting performance despite false predicates. (2) Visual Agency Loss: In semantic vacuums, multimodal performance collapses 12.4% (p < 0.01) below the vision-only "capability probe". This gap persists under symmetric prompting, suggesting a form of functional perception suppression in which autonomous visual search may be under-utilized in multimodal settings without linguistic triggers. Causal interventions via spatial prompting and signal magnification provide evidence that internal reasoning remains functional, supporting the interpretation of a perceptual access bottleneck. Our findings suggest MLLMs function as "language-guided passive observers", advocating for perceptually-independent architectures that decouple sensory agency from linguistic dominance. Code and dataset are available at https://github.com/Ink-Dawn/MagicBench