I agree with Hinton, although a lot hinges on your definition of "understand." I think to best wrap your head around this stuff, you should look to the commonalities of LLM's, image, generators, and even things like Alpha Zero and how it learned to play Go. Alpha Zero is kind of the extreme in terms of not imitating anything that humans have done. It learns to play the game simply by playing itself -- and what they f…
It doesn't necessarily have to look ahead. Since Go is a deterministic game there is always a best move (or moves that are better than others) and hence a function that goes from the state of the game to the best move. We just don't have a way to compute this function, but it exists. And that function doesn't need the concept of lookahead, that's just an intuitive way of how could find some of its values. Likewise ML algorithms don't necessarily need lookahead, they can just try to approximate that function with enough precision by exploiting patterns in it. And that's why we can still craft puzzles that some AIs can't solve but humans can, by exploiting edge cases in that function that the ML algorithm didn't notice but are solvable with understanding of the game.
The thing is though, does this really matter if eventually we won't be able to notice the difference?