I don't disagree in the aggregate. Many of the films we've been talking about were in production for years and had their budgets approved back in 2018/2019. So its going to take awhile for budgets to get reigned in.
I suspect anything releasing in the next 6-9 months will still have high budgets and anything after that we'll start to see a decrease in the budgets.
Its also cyclical, we'll get into an era of lower budget blockbusters, and then it'll swing back the other way and we'll be talking about high budget losers again in 5-7 years.
I don't know if it will be that easy considered the actors and writers and(more specifically related to bigger cost) actors got what they wanted out of the strikes.
Disney is truly the only studio with issues at this frequency. The main thing is making content people want to see.
Some of the biggest hits this year had lower budgets than the ones that were expected to.