With the caveat, as always, that this guy or his source could be full of sht...he's pretty clearly laid out why the thinking has changed. Seems weird that people think they should pick a side and ride with it until the bitter end.
Ten years ago, the Big 12 nearly ceased to exist. Was someone who reported on that in real time wrong when it ultimately held together? Of course not - the facts changed.
There have been numerous shifts this time around. First, it looked like the Pac was doomed. Then it looked like it might hold. Warren's comments may have shaken things up again. It's fluid and people can change the thinking.