The problem with your "close to the metal" assertion is that this has been parroted about every iteration of LLMs thus far. They've certainly gotten better (impressively so), but again, it doesn't matter. By their very nature (whether today or ten years from now), they're a big risk at the business level which is ultimately where the rubber has to hit the road.
At the moment people are so wooed by the confidence of current LLMs that they forget that there's all sorts of types of AI models. I think the key is going to be to have them work together, each doing the part they're good at.
This is where reasoning models come in. Train models on many logical statements then give them enough time to produce a chain of thoughts that’s indistinguishable from “understanding” and “thinking”.
I’m not sure why this leap is so hard for some people to make.
So obviously completely full of shit.