I can’t get into too much detail but I actually work in the industry (not Disney, to be clear), my job is to literally negotiate with studios/rights owners regarding content acquisition and rights for some territories. I know the economics of streaming from my employer’s perspective and I know the stance of studios from my conversations with them. I have just read back some pages, as I hadn’t read everything, and what you have been saying makes very little to no sense.
There are market surveys done in the last year that show that customers are OK to pay $10-$15 for theater tickets but believe that paying $30 for household streaming is too expensive, even if that is somewhat counter intuitive.
Mulan on VOD on Disney+ was a flop (did not break even) for example, which ties in closely with Black Widow’s postponement. Flexibility is great for customers, but VOD isn’t picking up theater numbers.