Yes, that report is correct in many (but not all) ways. Uni is stepping it up yet another gear.
I doubt WDW would counter with a gate. As WDWMAGIC said the investment and initial outlay isn’t something the company would want to do - in their eyes people will still come to WDW. They’ve been stung with lacklustre underbuilds of the last four parks they’ve opened (including Shanghai) - and they’d be opening in a market who expect more than a half baked Park now.
DAK also showed there is a finite amount of guests to fill the parks; more guests don’t just come to see a new park - those who would already come just spread themselves around more thinly and consequently cannibalise existing parks attendance. Why spend a few billion on a new park when the same guests will spend the same amount of money in the existing parks. Harsh, but that’s corporate thinking.
I do think Disney will counter in the middle of the next decade. They’ll have to. But not to the extent of a new park.