I won't expand on the rest, but this is simply nonsensical.
The fact that Sora generates output that matches its training data doesn't show that it has a concept of gravity, collision between object, or anything else. It has a "world model" the same way a photocopier has a "document model".
The ability of video models to generate novel video consistent with physical reality shows that they have extracted important invariants - physical law - out of the data.
It's probably better not to muddle the discussion with ill defined terms such as "intelligence" or "understanding".
I have my own beef with the AGI is nigh crowd, but this criticism amounts to word play.
Are you saying that it is not possible to learn about dynamics in a higher dimensional space from a lower dimensional projection? This is clearly not true in general.
E.g., video models learn that even though they're only ever seeing and outputting 2d data, objects have different sides in a fashio that is consistent with our 3d reality.
The distinctions you (and others in this thread) are making is purely one of degree - how much generalization has been achieved, and how well - versus one of category.