I think the overall point we're getting into here is that Walt & Jesse are beginning to diverge. Walt has it set in his mind that he is not bad, just criminal & Jesse has it into his mind that he is nothing but bad. This is the direction they seem to be heading, for now.
Jesse has decided to be as bad as he can be. This is why he turns down the tax shelter, & begins stealing meth, & undermining his rehab group to build a customer base. The motivation does play soundly. It's the continually degrading stupidity that doesn't pass. It's almost like he was smarter when he was an addict
Walt took on Jesse as a partner, over Gale, for a multitude of reasons. The threat of Jesse turning informer, the threat of Jesse destroying Hank's life, the threat of Gale replacing him as Gus's manufacturer, & I believe there was a moral issue at stake for Walt too. Walt, for some reason, has taken pity on Jesse, right after Jesse's rant about all the terrible things in his life beginning to happen when he partnered up with Walt. Walt is the catalyst for a great many horrible things occurring in the lives of those he is involved with, & he realizes it, & is guilty about it. Add to that the fact that the only other viable option for Walt is to have Jesse killed, to prevent the possibility of him turning informer. I just think Walt is not ready to commit to that level of villainy, & being partners is the only other option
The only question I have is, did I miss something in the math? Did Jesse actually steal meth from their quota, or did he just steal the excess meth that he had been bitching about earlier? Because it would be unbelievably stupid to jeopardize their million dollar deal & their lives by stealing from Gus, but if he just stole the excess, then it won't be a problem, until that meth begins surfacing on the street, being pushed by people who aren't with Gus' outfit. I was thinking it would be that discovery which would be the betrayal that causes trouble