I agree with your second thoughts, I mean its rational, walt would of never have thought that jesse would 'help' or even be with hank, after everything him&walt did together...I really don't know how episode 14 is gonna be...but I can't see how Gomie,Hank,Jesse(Not armed) would kill/escape Todd's Uncle and his crew....lmfao, like 8v3.
Or, hank&G drop the guns, todd takes walter out of the car, and he tells them to not kill them, and walt escapes.
I think the next episodes gonna be amazing!