story
One is saying "I've seen an LLM spectacularly fail at basic reasoning enough times to know that LLMs don't have a general ability to think" (but they can sometimes reproduce the appearance of doing so).
The other is trying to generalize "I've seen LLMs produce convincing thought processes therefore LLMs have the general ability to think" (and not just occasionally reproduce the appearance of doing so).
And indeed, only one of these is a valid generalization.