Consider this: McCarthy is agreeing to some things in order to appease the Conservative members that are currently against him. Once the Conservative members are happy with what they're getting, they will vote for him and we will have Speaker of the House Kevin McCarthy.

Then the House has to pass the Rules Package, which will include McCarthy's concessions. There has already been one Moderate who has said he's against the package. (Some Republican from Texas.) So, now that McCarthy is Speaker, the Conservative group has no leverage so McCarthy has to give back the concessions to appease the Moderates.

McCarthy wins.