I'm sure it is a response to competition but also just to increased traffic at WDW. They desperately need more bandwidth, especially in HS & AK. Of course, they did take down some things for now, but the new lands will be bigger draws with net more attractions. I think it would've happened regardless of what Universal is doing. If they hadn't built Epic they would still be adding and improving somewhere, so there's always a need. Strong competition keeps everyone on their toes - it's a good thing!