I currently believe the third-person view comes before the first-person view. There's a substantial evolutionary pressure to be able to predict one's predator or prey; even quite limited theories of mind come in handy there. Consciousness, however, isn't required — I'll argue that the first-person view is an accident: once we have a system that is suitable for modelling others, it makes sense that the creature we have the most substantial data stream on is ourselves, so we model that as well.

This way around might explain why our self-awareness sometimes fails to be optimal.

For how little theory of mind it takes to play antagonistic games, see Shannon's 1953 mind reading machine: https://this1that1whatever.com/miscellany/mind-reader/Shanno...

(or try to play fetch with a dog, mixing two types of throws, and see how quickly it learns your tells)