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These gains are commonly interpreted as evidence that semantic representations learned from internet-scale data transfer to physical execution generalization. This position paper argues that the assumption underlying this interpretation -- that semantic generalization is sufficient to support physical action decisions -- has not been independently verified and cannot be tested under current evaluation protocols. We support this claim by decomposing VLA policies into semantic mapping and physical action decision, and showing that task success rate -- the dominant evaluation metric -- cannot distinguish between these two sources of capability. 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We support this claim by decomposing VLA policies into semantic mapping and physical action decision, and showing that task success rate -- the dominant evaluation metric -- cannot distinguish between these two sources of capability. 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