The comments about the SPs lead me to believe they're still really high on Gohara, Soroka, and others to a lesser extent - meaning the rotation won't be tinkered with until the deadline (and they hope they won't need to even then). No Keuchel or Gio because they believe Folty isn't going to regress, Gausman's performance after coming over is for real, and they think Newcomb has another step forward in him even if that's not becoming a #1 or #2.
It sounded like you can probably put the Harper dreams to rest - they're not going to that level of commitment (8-10 years) for anyone. Hard to be steamed about that since if there was another sucker other than Philadelphia or Chicago out there to do that, Harper and Machado would've already signed.
I'll buy the "powder dry" statement a little longer only because they can't run from the fact that the revenues are there. They're simply not going to spend for the sake of spending, and it's hard to be hacked-off about that too. They honestly believe in some of the kids, and they're only going to add someone on a reasonable deal that will make a huge impact.
Translation - when Kimbrel's number gets to 3/$45 million, they'll pounce. They could've upgraded around the edges of the pen, but have they really missed out on difference-makers there other than Britton and possibly Robertson? While several of them would've made fans happy because they may be better than what we currently have, they all come with their own question marks too. Kimbrel would be the impact signing that would help the bottom line as well since he has the "coming home" angle attached.
I still think we could see a Marwin signing too, but only if he comes for less than $10 million AAV.