I don't think it makes any sense to say that consciousness is a cognitive capacity. Cognition is one of many qualia that compose the experience of consciousness from the inside, but it's not the only one, and I can easily imagine consciousness without cognition at all.
So I don't think it's weird at all to say that LLMs can be good models of some cognitive capacities (particularly the ones embodied in language) but lacks others, and overall lacks consciousness.
Look, this isn't necessarily directed at you, but I've been a researcher into the theory of deep learning for many years now. I've seen all the phases, heard all the criticism, had to constantly argue against this. Gary Marcus was one of the loudest voices of this argument, but every would-be philosopher came out of the woodwork to explain why LLMs are no more than stochastic parrots because of their design. Geoffrey Hinton famously had to debunk these arguments multiple times.
And now that LLMs start to clearly exhibit intelligent behavior and can be somewhat reliable, now "nobody ever thought that LLMs could not possibly be good models of some cognitive capacity because of next-token predictions, or linear algebra, etc."? No, that's not okay.