Like all of you, I plan Disney for everyone I know. The last few trips I've planned were for people who couldn't go abroad with border/work/school restrictions, and settled for Disney. They built the droids and spent the cash, but they won't be back. Chapek is really happy with these customers, but I don't see how they are sustainable.
If this really was Covid, travel restricted travel, then the big spenders already did it, demand will go down, and APs should come back. I can also see this correcting in a year if normal travel becomes an option again.
Honestly, if this were my first Disney experience, with a genie demanding a pound of flesh at 7AM, $8 sugar milk, and a $150 light saber, I'm not sure I would go back either. Reviews are not good. Even I am telling people to go to Universal.
I think the solution for one-off visitors and big spenders is the hard tickets. I can see those expanding. Get ready for Halloween in July! For me, as an AP cheapskate, there might not be a solution. If demand is really this high, and APs don't come back, then I'm going to have to be out.