At this point it should be a net zero since they are converting standard hotel rooms into resort studios. Same size of accommodations, maybe slightly more pool traffic because of the following:
1) DVC rooms are generally near 100% occupancy and cash rooms are likely slightly less, but I would imagine in the grand scheme it is negligible
2) DVC members are repeat visitors and tend to spend less time in the parks then a one and done guest. Once again I don’t think it is enough to matter
When WL added CCV’s I think they did a good job of accommodating the guests. The only real addition of guests where from the cabins and I would argue that they are fewer guests on average in a 1 or 2 BR than the same number of bays when they were regular hotel rooms.
They greatly increased the size of the quiet pool, including deck space, added Geyser Pointe and increased the outdoor space at roaring fork all for maybe 100 extra guests. Good job Disney!
To me a place like the poly is a mess because they didn’t add anything to a resort that already gets lots of visitors from other resorts. Hopefully the new tower will have a large pool with a large deck and plenty of dining.
I do think the feature pool at GF is much to small and not enough seating. The kid area is the same size with a fraction of the guests.