Well no, that's not what anyone is saying.

The claim was that it isn't possible in principle for "DAGs" or "immutable architectures" to be intelligent. That statement is confusing some theoretical results that aren't applicable to how LLMs work (output context is mutation).

I'm not claiming that compute makes the m intelligent. I'm pointing out that it is certainly possible, and at that level of compute it should be plausible. Feel free to share any theoretical results you think demonstrate the impossibility of "DAG" intelligence and are applicable