They're still contradicting each other. Allvin is saying this was triggered because the threat has grown more capable and they're no longer certain the manned platform can "deliver." Kendall is saying CCA made it possible reconsider their approach using more drones (and B-21) to do the job. That's two different origin stories. We've also seen that the Increment1 CCAs are dramatically less stealthy than the PCA aircraft was expected to be, so even if Raider is more stealthy than that aircraft would have been the overall kill chain would be a lot easier to detect and thus more vulnerable to A2AD.
It is possible that the reasoning is a little of column A and a little of column B. Also possible that there is a difference of opinion or someone is being deliberately misleading; we are in the dark.
As for CCA stealth, the goal seems to be the least amount of effort that produce a frontal RCS low enough to get into a good firing position, and not a penny more spent on the effort. I actually think that’s a healthy mindset. There are all sorts of financial and performance costs associated with VLO designs; something that is just “LO” is likely more cost effective. Once you fire your weapons, chances are the opponent is alerted to your position anyway and in any case, they probably have other things to worry about.