That sounds correct though more fundamentally we don’t know what intelligence or consciousness are. It’s almost a religious question, as in our current understanding of the universe does not explain them but we know they exist. So regardless of embodied intelligence, we don’t even understand the basic building blocks of intelligence, we just have some descriptive study of it, that imo LLMs can get arbitrarily close to without ever being intelligent because if you can describe it, you can fit to it.