I don't claim that the past 10 years were a specially constructed psy-op to discredit Kathleen Kennedy. She wreaked all that havoc with the explicit support of Iger and many others in leadership.

But now that the damage is done, Disney finds itself in a crisis. There's strong indication that this Hulu buyout mess they got into with Comcast is dangerously close to breaking them. Disney has even been soliciting offers on several of its subsidiaries, Lucasfilm included, for the purposes of establishing valuation. That isn't something a company in a good financial place does. Instead, it looks like they're desperate and trying to decide if selling pieces will cover the gap.

What I claim is that Kennedy is a millstone around Disney's neck and they recognize it. She's been in a mad scramble over the last 4 months announcing new projects (new Rey series) and claiming progress on things that hadn't peeped in literal years (Acolyte) all in the lead up to Indy 5. A movie that was finished filming 2 years ago, but reshot and reshot and reshot, and even now the most positive reviews are claiming it is 'inoffensive', but not 'great.' Sent up to Cannes and allowed to wallow there unaided by the usual Disney hidden hand of media cooking.

That can be read as sublime confidence. But I think it isn't. I think they are preparing to pivot on this and drop it all on Kennedy's head, casting her as the sole perpetrator. She isn't, I don't claim that. But that is the play I expect to be tried soon.