Isn't the fundamental issue that aggregators are able to pick the "best" parts they want while the integrators are forced to produce the best all the time?
Wikipedia was a boon for search, as it provides so much value for Google to show direct answers and results. But Google didn't do much for it.
Netflix and Amazon Prime has shown that content can be produced for relatively unknown "brands" and still be highly valuable. Disney is traditionally the owner of intellectual property that they want too monetize.
Doesn't take a genius to understand that at some point Disneys content will be sup-bar what others are offering. Even when they today have a head start.
I have no issue to think about a world where kids will grow up without ever touching Disney content. But some form of Netflix they will for sure have.