ICML2026

Unveiling Prior-Data Fitted Networks on Causal Effect Estimation: Pre-Training or Fine-Tuning?

Haotian Wang, Xinpeng Lv, Hao Zou, Yanghao Xiao, Shanzhi Gu, Yang Shi, Yunxin Mao, Yuanxing Zhang, Mingyang Geng, Shaowu Yang, Haoxuan Li, Wenjing Yang, Peng Cui, Zhouchen Lin

Abstract

Amortized causal inference via Prior-data Fitted Networks (PFNs) has emerged as a promising paradigm, enabling zero-shot estimation of causal effects without the need for dataset-specific model tuning. However, the principled effectiveness of unified pre-training across general interventional regimes remains an underexplored question. In this paper, we investigate interventions on subsets of variables within Structural Causal Models (SCMs) and identify a fundamental theoretical limitation of current pre-training approaches. Theoretically, we prove that a single observational SCM induces an exponentially large space of interventional distributions, resulting in a phenomenon we term prior uncoverage. Consequently, this uncoverage yields a mismatch between the learned meta-prior and the true grounding prior, leading to unavoidable posterior inconsistency and estimation bias. To address this, we posit that fine-tuning is a fundamental necessity and propose a target-specific strategy named Point-Wise Interventional Fine-tuning (PWF), enabling the local generalization property. We further scale this approach via Meta-Sampling Fine-tuning (MSF) from a budgeted active learning perspective, thereby achieving uniform generalization on any interventional distribution.