I have to believe Gundy's thoughts on this is quite prevalent throughout the non Texas world of the BIG 12. There can be no possible way that they let the "Texas 4" become the "Texas 5" without some form of compensation. If going to 4 for expansion is off the table then I see no other way for them to be compensated.
The "northern" school presidents have to be tired of Texas running the show. If they add 2, there is no way Houston can or will be one of them.
Of course they just announced that hot dogs and soda, at the Rent, are now $3, the Diary Bar truck will be at games and all incoming freshman get free tickets to the games and students gets free shuttles to the game. So I guess anything is possible.