The other thing is it could be the Damiano Cunego 2009 Vuelta syndrome. Because he dropped so early yesterday and realised it absolutely wasn't worth fighting on for the GC, maybe he could have lost 10 minutes or so but as it was then irrelevant if he lost 10 or 30 minutes, just took it easy on the Peyresourde, got a massage / trip to the osteopath, and went off in a break because, had he been 10 mins back he might have been chased but at 25 minutes down people won't be fussed about him. Cunego had been in the GC mix for the 2009 Vuelta but felt bad in the Sierra Nevada stage, dropped on the Puerto de la Ragua and then just sat in with the autobus. He then went in the break the nexxt day (causing widespread panic briefly because he had been in the top 10 before the previous stage), and won the stage from the break before withdrawing to prepare for Mendrisio. The other thing is that Thibaut might have decided to target the GPM now if he's going to be restricted to breaks, so he'll try and won Hourcère and Soudet and then sit back.
Of course, you can always fight yourself back into the GC after losing 20 mins at the end of week 1, while winning the GPM and enlivening the race no end, there is a precedent...
What a guy...