> I just don't have an intuition for why that is different from what it does for non-"spatial" things

A big reason people separate this out is because it was only a short time ago that AI models were noticably and uniquely bad at this. I don't say this to be like "oh so imagine where theyll be in x amount of time", rather that this thing that was once a serious limitation of the technology is slowly being compensated for by larger and better trained models