Every time you think you might have Justified figured out, they throw a couple of curve balls. Anyone who was betting that Randall and Billy would be the season-long antagonists for Raylan and Boyd has lost their money.
For starters -- Billy is dead. He apparently died from the snake bite last week either during that scene or off-screen between that episode and this one.
His death sends Ella Mae running back to Boyd and Ava where she declares, "I just want to come home." Ava, not surprisingly, is having none of it and doesn't want her to return. Ella Mae, however, is desperate to prove her worth to their organization.