Observing the LLM output on problems that have clear solutions invented by humans, I tend to believe that too many people are jumping to conclusions too soon and interpreting b) as a).
If the LLMs are truly so great, we should see (in a short time, i.e. in order of months) a transformation of the math proofs generated by LLMs from the current state of indigestible mess to something that indeed looks like written by human for humans.
Only then would one be able to claim that we got into situation a).