Lets tackle them.
It's pretty well debunked. Disney "woke up" and also changed plans with SW after Diagon Alley, so yes, I'd say they've been on the defense quite a bit. I think it makes them uncomfortable to admit it.
Yeah, they've been investing, but the overall complaint is more about the gaps from the 2005-2014 timeframe when you all were investing in MDX and MagicBands. They're still paying for those mistakes.
They will absolutely miss those things Josh! SWGE is six years old! What do you have for fans of Nintendo? This to me feels like cope.
1) THEY EMPLOY A MAN NAMED HUGH JOHNSTON OMG 2) Yup, Disney's strength has always been DVC and the momentum behind the young family taking a family trip. I totally expect Disney's bookings to be strong, especially after the large discounts this summer.
I agree, they have an aggressive roadmap to 2030. Which kinda goes against his whole "we're some chill guys" comments before.
Also, gotta say, there are LOTS of Disney employees who want Epic to kick Disney to do more, even beyond what they're doing now. That's the real risk with Epic, Disney losing the momentum and cachet.