The question is not if these things are actually intelligent or not. The question is if these things will be useful without an endless supply of training data and continuous re-alignment using it..
And the questions "Are these things really intelligent" is just a proxy for that.
And we are interested in that question because that is necessary to justify the massive investment these things are getting now. It is quite easy to look at these things and conclude that it will continue to progress without any limit.
But that would be like looking at data compression at the time of its conception, and thinking that it is only a matter of time we can compress 100GB into 1KB..
We live in a time of scams that are obvious if you take a second look. If something that require much deeper scrutiny, then it is possible to generate a lot more larger bubble.
> and that moat is shrinking fast..
The point is that in reality it is not. It is just appearance. If you consider how these things work, then there is no justification of this conclusion.
I have said this elsewhere, but the problem of Hallucination itself along with the requirement of re-training, the smoking gun that these things are not intelligence in ways that would justify these massive investments.