Not sure how I see this working long term.
my guess is Genie+ will be a flop as soon as people see how it works and figure out it’s major flaws. When it’s slow, there’s no need for it. When it’s busy, there won’t be enough rides you can get on to justify the cost. When you couple that with having to get up at 7am every day and cannot pick your return time, the cost is just not worth the effort.
IAS to me will be a short term success for the major high profile rides and during extremely busy times like thanksgiving and Christmas but as you can already tell, nobody will buy space Mountain, Everest, frozen, etc. during average park days.