I agree on all points.
Let's hypothesize the following:
- Off the bat, 1 FP vs 3 means that Disney will start off issuing 1/3rd as many complimentary FastPasses. Given the speculated 80% share of capacity, this means that complimentary FastPass will only have a 27% share of capacity.
- Let's also speculate that only half of the guests will buy the additional 3 FastPasses. This would represent 33% of capacity. I think 50% is high because all guests currently get 3 FastPasses per day, and I'd guess that at least half of them are price-sensitive. I'd guess that the onsite guests are less price sensitive and will have >50% uptake and offsite guests will be more price sensitive and will be satisfied with their one FastPass.
- This means the hypothetical new system would only give out 60% of the FastPasses compared to the 80% of the old system. The good thing is that this doubles the amount of capacity available to Standby.
- The other aspect of this that I think is significant is seasonality. I'm thinking that the crowd levels of holidays and summer mean that we may only "need" to buy the FastPass package in Premier Season and Magic Season, while being able to forgo it during Adventure Season and Choice Season. So in a way, this is a way for Disney to monetize seasonality even more than they do currently.
- I also think the new system could be a way to differentiate "frequent casual visits" from "special visits". If I visit multiple times in a year, I could see myself being satisfied with one FastPass per day. Meanwhile, if I only visit less than once a year, I want every visit to count and so I might be more likely to purchase the FastPass package.
- An additional (dis)incentive is that even if I only visit infrequently, but I stay for two weeks, I might be satisfied with one FastPass per day since I'll probably be able to hit everything I want to ride at least once.
And it's all these small disincentives that I hope will add up to reducing the number of multiple-same-attraction-rides-per-visit that we see now, which will end up decreasing the share of capacity taken up by FastPass, which will enable more capacity to be available to the Standby queue.
This could really be win-win because it would also reduce both the amount of advance planning and the resulting daily regimentation of schedule that everyone has to put up with now.
But enough with this silver-lining/glass-half-full thinking, let's get back to the doom and gloom predictions!