There's no underlying theory of mind here. There's a lot of opinion and belief .. mainly in emergent behaviour or properties of scale.
My problem is that I'm old enough to have been a child during the years of the lighthill report, and the AI winter(s) which followed. I've seen too many prior claims that the magic was being seen.
I admit, what this cycle of GPT and LLMs do is pretty bloody impressive. I don't see inductive reasoning, directed drive or any evidence of what I think intelligence is. I do see good approximations. But that winds up in "well it's a different kind of intelligence" which I find unsatisfying.
I hate analogies. But I'm constantly reminded of one person acts at the Edinburgh Festival fringe "channeling" shakespear or dickens in dialogue. They're great, but they don't write new shakespear. I don't see any act of creation in this stuff, any massive inferential leap in large problems. I do see massive improvements in some things like diagnostic image analysis and that's heartening, but there's a light yearg gap between image analysis of cancerous cell forms in xrays and being "alive" as a mind.
I totally get I do anything but define what intelligence is, and for a good reason: nobody knows yet. We're in the meese report "I know it when I see it" territory disagreeing if we are seeing it. (But about intelligence, not pornography).
I don't know what intelligence is. Dolphins and apes have some. Elephants and pigs too. They display affection and preplanned behaviour, empathy, memory, a sense of future, ant hills less so although some have argued rhetorically the anthill has will even if individual ants do not.
I certainly don't think animals inability to speak makes them "unintelligent" but there's a qualitative and quantitative difference between them and us, humans. And I continue to believe (and I stress believe, not have evidence or scientific proof) there are no signs of latent intelligence in what we're seeing.