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None of those arguments claim "LLMs could not possibly be good models of some cognitive capacity"
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The "some cognitive capacity" that's relevant to the current discussion is "consciousness".
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What about the cognitive capacity of understanding?
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The use of the term "understanding" in the quote you mentioned is a claim about metaphysics, not cognitive capacity.
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From Merriam-Webster:

cognitive: as in reasonable; of, relating to, or involving conscious mental activities (such as thinking, *understanding*, learning, and remembering)

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