This is it - it's really about the semantics of thinking. Dictionary definitions are: "Have a particular opinion, belief, or idea about someone or something." and "Direct one's mind toward someone or something; use one's mind actively to form connected ideas."

Which doesn't really help because you can of course say that when you ask an LLM a question of opinion and it responds, it's having an opinion or that it's just predicting the next token and in fact has no opinions because in a lot of cases you could probably get it to produce the opposite opinion.

Same with the second definition - seems to really hinge on the definition of the word mind. Though I'll note the definitions for that are "The element of a person that enables them to be aware of the world and their experiences, to think, and to feel; the faculty of consciousness and thought." and "A person's intellect." Since those specify person, an LLM wouldn't qualify, though of course dictionaries are descriptive rather than prescriptive, so fully possible that meaning gets updated by the fact that people start speaking about LLMs as though they are thinking and have minds.

Ultimately I think it just... doesn't matter at all. What's interesting is what LLMs are capable of doing (crazy, miraculous things) rather than whether we apply a particular linguistic label to their activity.