Why robot foundation models need spatial intelligence, not only object recognition

In October, Physical Intelligence opened a beta API for its robot foundation models. Companies can now upload their own robot data, fine-tune a model, and run it on their robots through the cloud. Most people read the post as product news.
I read it differently, because of one sentence. The company listed some problems its partners had faced: a shirt turned inside out, food that would not stay in a scoop, a part that landed in the wrong position. When I read this list, I did not see three robotics problems. I saw three spatial problems: inside versus outside, containment, and relative position. These are the same relations I study every day in vision models. The difference is important. In a vision-language model, a spatial mistake gives a wrong answer on a benchmark. In a robot, it drops the food.

Many new robot models are not trained from zero. They are built on top of vision-language models (VLMs). For example, Physical Intelligence’s π0 model uses the PaliGemma VLM as its backbone. It then adds an “action expert” that turns the model’s understanding into robot movements. This is a smart design. The robot gets a lot of knowledge about the world for free: names of objects, what they look like, how people describe them. But the robot also inherits what the VLM does not know. And here is the problem. Over the last few years, many studies have shown that VLMs are good at recognizing objects but much weaker at understanding where those objects are. So my main question in this essay is simple:
If vision-language models struggle with spatial relations, what happens when we give them a body?

Imagine you ask a robot: “Put the cup inside the box, to the left of the plate.”
This sounds easy for a person. But for a model, it contains three very different problems:
A model can pass step 1 perfectly and still fail the task. It knows what the cup is. It does not know where the cup should go. This is the core idea of my Spatial Intelligence Notes series: object recognition is not spatial understanding. Robots make this difference very visible.

Several benchmarks have tested VLMs on very basic spatial questions. The What’sUp benchmark (Kamath et al., 2023) used simple photos of everyday objects in different positions: on, under, left of, right of. The authors tested 18 models, and all of them performed poorly. One model that is close to human level on a standard visual question-answering benchmark reached only 56% accuracy here, while humans reached 99%. Other work, such as SpatialVLM (Chen et al., 2024), tried to fix this by training models on large amounts of spatial question-answer data.
The message from this research is clear. These models can name almost everything in an image. But questions like “Is the mug left or right of the laptop?” are still surprisingly difficult.
We do not fully know the reasons yet. But there are a few likely explanations:
In a VLM, spatial reasoning usually ends in words: “the cup is left of the plate”. A small error gives one wrong answer. In a robot, spatial reasoning must become exact geometry: coordinates, distances, grasp points, and the angle of the gripper. The errors also add up over time. A gripper that is 2 centimeters off on the first move may miss the scoop completely on the third move. This is why robot teams spend so much time on fine-tuning. The π post describes the same loop many teams follow: collect demonstrations, train the model, test it on the robot, and use the failures to decide what data to collect next. This loop works, but it is slow and expensive. And it fixes the task without telling us why the model failed.
When a chatbot makes a spatial mistake, we laugh and try again. When a robot makes one, the cost is real: a broken part, wasted food, a damaged machine, or in some settings a safety risk. Fine-tuning with more demonstrations can fix one task in one place. But it treats the model as a black box. We see that it fails. We collect more data. We hope the next version is better. I think there is a better path. If we understand the spatial weaknesses of the base model before we fine-tune it, we can:
To do this, we need tools that measure spatial understanding directly, not only task success.
This is the question I work on in my PhD: how much do vision models really understand about space, and where in the model is this understanding stored?
In my project SpaRRTa, I use Unreal Engine 5 to build synthetic 3D scenes for testing spatial perception in vision models. The main advantage of synthetic scenes is control. I can keep everything the same and change only one thing: move an object a little to the left, put it behind another object, or change the camera angle. Then I check if the model notices the change.
Real photos are messy. Many things change at the same time, so it is hard to know what caused a failure. A synthetic scene works more like a microscope. It lets us look at one spatial relation at a time.

In SpaRRTa, we tested 13 vision models on a simple question: in this scene, is one object to the left, right, front or back of another? We asked it from two viewpoints: the camera’s view (egocentric) and the view of a person standing in the scene (allocentric). I can share the main results here:
For robot models, the lesson is clear: the vision encoder we choose, and the way we read its features, may decide how much spatial information ever reaches the action expert.
I am also interested in where spatial information lives inside Vision Transformers. In a related post, I probe the intermediate layers of self-supervised models such as DINOv2, iBOT, and MAE. The idea is simple: instead of only testing the final output, we test each layer and ask how much spatial structure it contains. SpaRRTa supports this idea. When we probed each layer of DINOv2 and VGGT (ViT-L, 24 layers), the best spatial accuracy came from late-intermediate layers, around layers 18 to 20, not from the final layer. For robots, this matters: a model that only reads the final layer may be throwing away useful spatial information. These results lead to one idea I believe strongly:
Before we give a vision model a body, we should know where it stores spatial information, and where it loses it.
I want to be careful here, because it is easy to overclaim. First, the π post does not measure spatial ability. It only mentions some problems its partners faced. These problems look spatial to me, but I cannot prove that spatial understanding was the main cause. Second, robot failures have many possible causes: the hardware, the gripper, the control system, timing, or network delays. The π post itself mentions network problems for some cloud-based deployments. Spatial understanding is only one part of the story. Third, results on VLM benchmarks do not automatically transfer to robots. Robot models are fine-tuned on real demonstrations, and this may fix some spatial weaknesses. In the same way, SpaRRTa tests frozen vision encoders, not full robot models. It shows what spatial information the encoder can offer, not what the robot finally does with it.
So instead of conclusions, I have questions:
I think these are good questions for the next few years of research.
For a long time, spatial intelligence in vision models was one benchmark among many. A model could score low on spatial questions and still be very useful for captioning, search, or chat. Robots change this. When a model must act in the physical world, the question “does the model know where things are?” is no longer academic. It decides if the food stays in the scoop. As foundation models move from seeing to acting, I think spatial understanding will become one of the most practical questions in AI. And I hope that controlled benchmarks and careful probing can help us answer it before the robot drops the cup.
Recognition tells a robot what to grab. Spatial understanding tells it how.
This is part of Spatial Intelligence Notes, a series about how vision models understand, and fail to understand, space. If you work on robot learning or VLM evaluation, I would be happy to hear your view. You can find more of my work on my website.
<hr><p>From Seeing to Acting was originally published in Data Science Collective on Medium, where people are continuing the conversation by highlighting and responding to this story.</p>