I think you are the one dismissing evidence. The valid chains of reasoning you speak of (assuming you are talking about text you see in a “thinking model” as it is preparing its answer) are narratives, not the actual reasoning that leads to the answer you get.
I don’t know what LLMs are doing, but only a little experimentation with getting it to describe its own process shows that it CAN’T describe its own process.
You can call what a TI calculator does “thinking” if you want. But what people are interested in is human-like thinking. We have no reason to believe that the “thinking” of LLMs is human-like.
> The valid chains of reasoning you speak of (assuming you are talking about text you see in a “thinking model” as it is preparing its answer) are narratives, not the actual reasoning that leads to the answer you get.
It's funny that you think people don't also do that. We even have a term, "post hoc rationalization", and theories of mind suggest that our conscious control is a complete illusion, we just construct stories for decisions our subconscious has already made.