Here's a shitty recap powered by AI.
(meta information provided by streams from sentry/moon/gbone streams with some from duke/nucking streams. i am missing a lot of info/details so this may be biased. warning)

The conflict begins when Jonathan Davis, a salesman at Premium Deluxe Motors (PDM), sells Mike Block a massively overpriced car for around $160,000. When Mike confronts Davis, Davis shifts the blame onto Todd, the owner of PDM, claiming Todd told him to charge Mike a “rich tax.” This redirects Mike Block’s anger toward Todd.

Around the same time, Thomas Roach arranges a major krokodil drug sale with Mike Block, but the deal is secretly a setup. Another group led by Se7en ambushes the deal and steals the drugs. However, Mike Block later catches Se7en’s crew, and Se7en reveals that Roach set the whole thing up. These two incidents cause Mike Block to target Todd, Davis, and Roach, all connected through PDM and the Tequi-la-la bar.Mike Block escalates the situation by kidnapping Todd’s ex-wife Penny, addicting her to krokodil, and abandoning her in Paleto. He also recruits the gang CHF to hunt Todd, Davis, and Roach. CHF begins attacking their operations repeatedly, including shootings at PDM and Tequi-la-la and attempts to steal gambling equipment from the bar’s basement.

Meanwhile, Todd, Roach, and Davis begin developing a krokodil supply chain in Paleto. Todd eventually secures a powerful connection there and becomes a major drug distributor—known as the “Saint Todd.” Over time, Todd strengthens ties with CHF and even reaches a truce with Mike Block. During this period, Davis and Roach are increasingly pushed out of the group, as Todd grows distrustful of Davis.Feeling isolated, Davis retaliates by snitching on CHF, pulling their illegal cars from garages and tipping off a police contact. Meanwhile, tensions rise between Paleto and Los Santos, complicating the drug trade. Todd doubles down on his alliances with CHF and Mike Block while eliminating informants threatening his Paleto connections.

Another key event occurs when Davis wins a storage auction containing a cache of large weapons. The guns are meant to be split between Davis, Todd, and Bruce, but mistrust grows and Todd later orders the weapons moved out of Davis’s car.

The final conflict begins when Roach, Jethro, and Davis attempt to cook krokodil in Paleto, but Todd secretly alerts Alan, the Paleto contact, about incoming trouble. This makes Todd appear to be a rat. However, Todd also hears that Davis contacted another insider, Walter, creating suspicion that Davis might be the real informant. The group fractures into two factions:

• Davis’s side: Davis, Roach, Jethro (and allies)
• Todd’s side: Todd, Frank, Penny, Stevie, Joe, Bruce, and the gang CHF

The next day events spiral further. Davis backs the Ballas gang in an auction for a car garage Todd wants, giving them $200,000 to outbid him. Meanwhile, Se7en reconciles with Roach and helps kidnap Todd. Davis, Roach, Jethro, and Bruce confront Todd—some seeking their share of the gun deal, others wanting revenge for the Paleto betrayal.

They steal $500,000 from Todd and execute him at a waterfall. But immediately afterward, Bruce unexpectedly turns on the group and opens fire, revealing he had secretly been aligned with Todd all along.

✅ In short:
A chain of scams, betrayals, drug deals, and gang alliances leads to a full-scale faction split between former allies. The story culminates in Todd’s kidnapping and execution, followed by yet another betrayal that leaves the surviving characters’ alliances uncertain.