(S03E02) Last season, we had to wait until the end to see what the cold open was all about each week. This time around, the scary pair of bald Mexicans worked their way into the main story almost immediately, even if it's still unclear what their objective is. In fact, the climax at the White house that wrapped this episode had so much going on, it was almost overwhelming.
Vince Gilligan and company continue to take things slow, after the bombshell revelation that Walter laid on Skyler last week. Walter's clearly in a state of crisis, and he's becoming unraveled completely because of it. He's without direction and focus. Everything he did for the past two seasons he did for his family; albeit misguided and taking things way, way too far.
He at least had a purpose and there was always a goal behind the production of meth: making enough money to keep his family going after he died ... then to pay for his treatment and surgery ... then to pay for Holly, the new and unexpected baby. Now, he's lost everything and he's lost in response.