Classical Music Theory

I've been told by several people that during Mozart's time, the idea of
form was fixed, so that meant that he didn't have to spend too much
time "thinking" about what he had to write, since everything was laid
out for him on a macroscopic level. It was argued that this is what
mainly allowed him to write a lot of pieces really fast.

But I've been also been told that music theory didn't really exist back
then, so it wasn't really as if he had these "rules" that he used. The
structures generated were subconciously derived as he was writing it.

What seems more plausible?

.

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