It won't move the needle if users have access to unfiltered Wan, Comfy, local, etc. as that's unlikely to be how most users will create content.
The majority of creation will happen directly through the powerful platforms themselves - YouTube, Meta, TikTok, and Sora. This is the first time where platforms will be able to embed extremely powerful creation tools directly into the platform, and this will undoubtedly begin to take over for the majority of content produced.
Platforms and IP rights holders won't police the 1% of external user uploads. They'll negotiate deals with the platforms in bulk. If they don't license Elsa, Marvel, Pokemon, etc. then the platform wholesale will lose access to the IPs.
Platforms will have to pay. These are probably billion dollar deals. YouTube getting Pokemon exclusively for the next three years? Easily billions. Why even chase random internet users when you can just collect the gigantic platform check from one deal?
It'll look kind of like the cable tv / network model with occasional renegotiations. Or gaming consoles and exclusives. Or networks and sports.
