The issue that we're at now is that they are getting fidgety and filling in blanks that they are too uneducated to fill or making assumptions that are too early to make.

A fellow DL pilot is quoted on this one, and is lock step in my analysis of it as well. He made no logical jumps or crazy conclusions, just worked with the facts that we know so far to say as much as can be said:

777 PILOT: I'm Sorry, But I'm Just Not Buying The Smoke-In-The-Cockpit Theory - Business Insider