Those models don't have any understanding of physics, they just regurgitate what they see in their vision-based training set, just like any image or video generation model does.
Monkey see other monkey cannot go through wall, monkey don't try go through wall.
Of course these models are not understanding physics in the way a physicists or a mathematician would. But they do form a model of the world that can be used for forecasting and reasoning, in a way possibly not much unlike how humans and other animals operate when interacting with the physical world.
I mean... we are just monkeys. Did we not learn this way when we were younger?
These models/robots aren't superintelligent by any means, but "Monkey see other monkey cannot go through wall, monkey don't try go through wall" isn't far off from how some animals/humans "learn".