I have a hard time believing the B12 would pass on Duke, simply because of their BB prowess. Are they the best add, probably not, but they are more valuable than Houston, UCF, and Cinci, probably combined. The football is meh, but it is more valuable than say UConns is.I would think Big12 media consultants would have a pretty good idea who is going to be available for the Big12 since FOX & ESPN are the in the drivers seat with Big10 and SEC respectively. And ESPN/FOX basically share (60/40) investment in Big12 media rights.
Sure new partners could emerge in 2030/31. But if ESPN decides not to continue their ACC deal in 2027, the main players will stay the same: ESPN, FOX, NBC, CBS. Those players aren't going to give up top tier games each week to a streamer. Especially when those 4 entities want to expand their own streaming presence.
IMO Yormark has a pretty good idea who Big10/SEC will target. Also, I believe most ACC teams would be adds for the Big12. Possible exceptions being: Boston College, Wake Forest, Syracuse, Duke?, Stanford, Cal and SMU. So Yormark can target tier 3 ACC schools and if perceived tier 2 schools doesn't get a Big10 or SEC invite, they can be late Big12 adds.
It could also happen that schools left behind with post 2020 Big10, SEC and Big12 realignment moves will be attractive realignment adds when Big10, SEC and Big12 go into their next round of media negotiations in the 2030's. aka Does Big10 have interest in two more historical Pac12 teams? Are more historical Big 12 teams targets of Big10/SEC? Does Big12 have interest in Duke, Syracuse, Stanford, Cal?
Not sure things are going to settle down for another decade.
Normally I would say they would be a bubble pick at best but because of the B12s Best BB push I would guess they are an easy take.
The rest you list I agree.
Hard passes on BC, Syr, Stan, Cal, SMU, WF. I would guess Louis, GT, Pitt are more bubble teams, but depending on where everyone goes and how many we take at least 2 of those probably would be added.
The rest probably are takes depending if we have that option.