I kinda agree with that take. As I said before Universal is seeing this and Sharpening their Knives. Epic Universe could truly unseat Disney if they hit it right.Not sure how you come to that conclusion.
It's a threat, they see it, if they didn't they would all be out of jobs via votes of no confidence by the board and shareholders. This is business 101.
The fact that they are showing blue sky stuff 3+ years out tells me that Disney thought Epic Universe would get significantly delayed. That didn't happen, and now they are scrambling.
That show ending reeked of desperation.