Thanks -- that's not at all clear in this post (nor is it clear from the link text that its target would include a more complete description of his position).

I've updated my comment in response to this. Basically: It seems his key test is "Is someone validating the output, trying to steer it towards ground truth?" And since the answer re ChatGPT and Claude is clearly "yes", then ChatGPT clearly does count as an AI with semantic understanding, by his definition.