The estimate would be that their tooling investment is no longer a major competitive advantage, compared to other studios. But, if other studios or new studios

The estimate would be that their tooling investment is no longer a major competitive advantage, compared to other studios. But, if other studios or new studios switch to their tooling or start using it, then functionally they're subsidizing skilling up animators who they can later hire as contractors or full-time onto their projects. They're in the movie business after all - speed of production saves a lot of money.