Casper doesn’t believe all of the announced stuff for the first 5 years will happen let alone anything unannounced in the second half. I can‘t definitely say he’s wrong. A lot can happen in 5 or 10 years but IMHO that goes without saying. I think we all acknowledge there’s always a chance of a major macro-economic setback or issue with TWDC directly that could derail plans but it isn’t necessary to say that repeatedly during a discussion. It’s always a possibilty.
It is weird though. Do we really believe they're saving that spot for Avenger's Campus East? That would require moving mountains (agreement with Universal). It seems so bizarre to earmark that spot for something when there's no guarantee it will ever happen.