An LLM is only an Internet search engine with a fancier interface, it doesn't actually reason about anything. There is no "semantic" anything about an LLM's output.
That's just what people do, we are hard-wired to see social cues even if there are none.
(The wonder here isn't that an LLM succeeds at text retrieval tasks, the wonder is how highly compressed the index turns out to be. But maybe we just severely overestimate our own information complexity.)
You can claim that mental models don't actually exist and everything in the universe is just maximum likelihood, but that would be a religious/spiritual statement, outside the realm of science.