Nope, the right analogy is: "it's like saying a model will find it difficult to tell you what's inside a box because it can't see inside it". Shaking it, weighing it, measuring if it produces some magnetic field or whatever is what LLMs are currently doing, and often well.
The discussion was around the difficulty of doing it with current tokenization schemes v character level. No one said it was impossible. It's possible to train an LLM to do arithmetic with decent sized numbers - it's difficult to do it well.
You don't need to spend more than a few hundred dollars to train a model to figure something like this out. In fact, you don't need to spend any money at all. If you are willing to step through small model layer by layer, it obvious.
At the end of the day you're just wrong. You said models fail to count r's in strawberry because they can't "break" the tokens into letters (i.e. predict letters from tokens, given some examples to learn from), and seem entirely unfazed by the fact that they in fact can do this.
Maybe you should tell Altman to put his $500B datacenter plans on hold, because you've been looking at your toy model and figured AGI can't spell.