This is another story in the “things I am tracking but I am not sure what they mean, yet” file. Unfortunately, we won’t (probably) know for a year or two; there are still a lot of shoes to drop.
[Edit: I wrote this monday afternoon. Since then there have been new developments, which I will comment on at the bottom. The bit about hypothetical Mossad spies inside Kaspersky Labs was kidding, when I wrote it, I swear.]