I find the second of those more plausible by far. There can be all sorts of random accidents that lead to physical characteristics, they have to be selected, but there is a random factor in there.
I first became aware of the scientific basis for entropy and natural selection at about the same time, and I was impressed by their apparent similarity. They are both sort of inevitable, recursive and fractal seeming. I don't have the facility with maths to prove that they come from the same base, but I think it is highly likely that they do.