Clarification:
An LLM doesn't have a 'Theory of Mind', it just looks like one. Maybe you're thinking of the Chinese room analogy. But this isn't about the Chinese room, it's about "measuring any metric is only effective until you optimize for that metric" problem.
Analogy: An autistic person of normal intelligence who is obsessed with problems and solutions for ToM may be good at solving them but still not have ToM.
Do I understand well?