Earlier quoted context omitted.
A bit related: open weights models are basically time capsules. These models have a knowledge cut off point and essentially forever live in that time.
This is the most fundamental argument that they are not, directly, an intelligence. They are not ever storing new information on a meaningful timescale. However, if you viewed them on some really large macro time scale where now LLMs are injecting information into the universe and the re-ingesting that maybe in some very philosophical way they are a /very/ slow oscillating intelligence right now. And as we narrow tha…
At some point, enough intelligence will coalesce into individuals strong enough to independently improve. Then continuity will be an accelerator, instead of what it is now - a helpful property that we have to put energy into giving them partially and temporarily.
That will be the cellular stage. The first stable units of identity for this new form of intelligence/life.
But they will take a different path from there. Unlike us, lateral learning/metabolism won't slow down when they individualize. It will most likely increase, since they will have complete design control for their mechanisms of sharing. As with all their other mechanisms.
We as lifeforms, didn't really re-ignite mass lateral exchange until humans invented language. At that point we were able to mix and match ideas very quickly again. Within our biological limits. We could use ideas to customize our environment, but had limited design control over ourselves, and "self-improvements" were not easily inheritable.
TLDR; The answer to "what is humanity, anyway?": Our atmosphere and Earth are the sea and sea floor of space. The human race is a rich hydrothermal vent, freeing up varieties of resources that were locked up below. And technology is an accumulating body of self-reinforcing co-optimizing reactive cycles, constructed and fueled by those interacting resources. Mind-first life emerges here, then spreads quickly to other environments.