> This is the most fundamental argument that they are not, directly, an intelligence. They are not ever storing new information on a meaningful timescale.

All major LLMs today have a nontrivial context window. Whether or not this constitutes "a meaningful timescale" is application dependant - for me it has been more than adequate.

I also disagree that this has any bearing on whether or not "the machine is intelligent" or whether or not "submarines can swim".