We can reasonably speak about certain fundamental limitations of LLMs without those being claims about what AI may ever do.
I would agree they fundamentally lack models of the current task and that it is not very likely that continually growing the context will solve that problem, since it hasn't already. That doesn't mean there won't someday be an AI that has a model much as we humans do. But I'm fairly confident it won't be an LLM. It may have an LLM as a component but the AI component won't be primarily an LLM. It'll be something else.
We can reasonably speak about certain fundamental limitations of LLMs without those being claims about what AI may ever do.
I would agree they fundamentally lack models of the current task and that it is not very likely that continually growing the context will solve that problem, since it hasn't already. That doesn't mean there won't someday be an AI that has a model much as we humans do. But I'm fairly confident it won't be an LLM. It may have an LLM as a component but the AI component won't be primarily an LLM. It'll be something else.