don't confuse bayesian skepticism with plain old contrarian bias. a true bayesian updates their priors, I'd say this is an appropriate time to do so. also don't confuse what they sell with what they have internally.
There haven't been any priors to update so far.
All LLMs got better for sure, but they are still definitively LLM and did not show any sign of having purpose. Which also made sense, because their very nature as statistical machines.
Sometimes quantity by itself lead to transformative change... but once, not twice, and that has already happened.