I agree they will want a TS in there. I think TBH it's about the unknown and yes I'm sure the budget. But I think if they can get a handle for how to work with the crowds when/if a TS is added (and I'll assume eventually there will be one) they can learn a lot about the design, size, staffing levels, ways to get people in and out and it's not that I don't think they didn't already think this all the way through but maybe somewhere along the process the wheels started turning.
The average discussion on the Boards regarding TS is to plan on around 90mins for a meal that's a long long time for people to be sitting down in one place with only 1 other place to eat and thousands and thousands of people wanting to come into the land.
I'm wondering if they almost got spooked themselves on how much this land is anticipated. Plus if costs needed to be trimmed that's one that they can take off their list for a while because it's not related to a ride (like TSL and Pandora). They will at least still have no actual deduction from the land in terms of things other than a TS place is now a QS place but at least they aren't being completely foolish and having just 1 place to eat.