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The first episode ended in the same place and Walt without his pants... Watch the barrel scene again and you'll see him roll right past them on the ground. They are symbolically making the point that he is right back where he started... though I think they are also suggesting that last time around he didn't even have pants and this time he is starting with 11M dollars.
Don't count Walt out....
I still think he 'wins' in the end ;)
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