That cliffhanger, my god.
Entire episode was the prey mistaking itself for the predator. Walt though he was hunting Jesse, then fell into his + DEA bro-team's trap. Hank thought he'd caught his white whale, then is outnumbered and outgunned. Walt thought he was top dog, but now it seems likely that he'll be forced to work for the Neo-nazis, as a subordinate (especially if Todd dies).
The thing is, Walt just doesn't have what it takes to be a Gus. He treats EVERYONE, even the people he cares about, as tools, and in such an obvious way that they can tell. That doesn't inspire the sort of loyalty Mike had for Gus. In the end, he's just a guy who's good at chemistry, not a leader, and it'd be impossible for him to hold onto the top dog position for long.
--Too Dumb to Quit--