Okay, so here's what I think:
Gus has both Jesse and Walt's homes bugged. We know that Mike is capable of doing this quite effectively, and given the explosiveness of his business arrangement with both Walt and Jesse, it only makes sense for him to do that. That's how he knew about the ricin. His goal was probably to poison the kid with the ricin, have Jesse realize that it's missing and then blame Walt because Walt is the one that gave it to him and wanted him to use it in the first place. It would also explain why Gus didn't get into the car as presumably, Jesse and Walt hatched that plan while they were at Walt's house the night before. That's really the only thing that makes any sense to me.
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