This theory is based on reports from two amateur journalists who have spies in Disney and Lucas Films: Doomcock (https://www.youtube.com/@OverlordDVD), and Kamran Pasha (he's on Patreon, and is a guest on several anti-woke pop culture shows).

They both say that:

• Lucas Film spent $4B on a Star Wars themed hotel, which was not profitable, and now planned to be torn down. So it's not even worth salvaging.
• How can you spend that much money on a dinky hotel? Even if it's not a hotel, spending $4B to create any product would take a long time for profitability unless you're selling the product with a much higher price. Like selling weapons to a military.
• Lucas Film contracted out work to a UK firm. The UK government shut them down for fraudulent reporting for government grants.
• The UK firm was working on The Acolyte. It's managed by Leslye Headland. She use to be an assistant to HARVEY WEINSTEIN.
• The Acolyte already racked up $100s of millions of expenses and still have shot ANY FOOTAGE.
• Disney sent investigators to Lucas. They discovered that rank-and-file employees were given credit cards, and there was little scrutiny on their expense claims. This reminds me of how pyramid schemes, colleges, cults, etc recruit useful idiots: by attracting them with instant gratification rather than empowering them.
• The investigators were looking for criminal evidence because Kathleen Kennedy's contract says she can't be fired for under-performing in generating revenue.
• Speculation: Kennedy must have some kind of cabal leverage on Disney to get that kind of clause in her contract.
• Of all the projects, the investigators are more focused on The Acolyte.