Disney's scarce-content flywheel broken by streaming's volume mandate
Disney's historic model — infrequent, high-quality theatrical releases creating cultural moments, then monetized via home video, parks, merch over decades — is orthogonal to streaming's 'feed the beast' requirement for constant new content. This forces overproduction that dilutes brand value and franchise longevity (e.g., Marvel post-Endgame, Star Wars sequels).