>there was a chorus of critics to say, 'that's not thinking'.

And they were always right...and the other guys..always wrong..

See, the questions is not if something is the "real ai". The questions is, what can this thing realistically achieve.

The "AI is here" crowd is always wrong because they assign a much, or should I say a "delusionaly" optimistic answer to that question. I think this happens because they don't care to understand how it works, and just go by its behavior (which is often cherry-pickly optimized and hyped to the limit to rake in maximum investments).

Anyone who says "I understand how it works" is completely full of shit.

Modern production grade LLMs are entangled messes of neural connectivity, produced by inhuman optimization pressures more than intelligent design. Understanding the general shape of the transformer architecture does NOT automatically allow one to understand a modern 1T LLM built on the top of it.

We can't predict the capabilities of an AI just by looking at the architecture and the weights - scaling laws only go so far. That's why we use evals. "Just go by behavior" is the industry standard of AI evaluation, and for a good damn reason. Mechanistic interpretability is in the gutters, and every little glimpse of insight we get from it we have to fight for uphill. We don't understand AI. We can only observe it.

"What can this thing realistically achieve?" Beat an average human on a good 90% of all tasks that were once thought to "require intelligence". Including tasks like NLP/NLU, tasks that were once nigh impossible for a machine because "they require context and understanding". Surely it was the other 10% that actually required "real intelligence", surely.

The gaps that remain are: online learning, spatial reasoning and manipulation, long horizon tasks and agentic behavior.

The fact that everything listed has mitigations (i.e. long context + in-context learning + agentic context management = dollar store online learning) or training improvements (multimodal training improves spatial reasoning, RLVR improves agentic behavior), and the performance on every metric rises release to release? That sure doesn't favor "those are fundamental limitations".

Doesn't guarantee that those be solved in LLMs, no, but goes to show that it's a possibility that cannot be dismissed. So far, the evidence looks more like "the limitations of LLMs are not fundamental" than "the current mainstream AI paradigm is fundamentally flawed and will run into a hard capability wall".