SF Weekly reports on rumors of Disney buying a 100,000 sq foot building in the Mission District for purposes of opening a studio. This strikes me as odd as Disney has just closed a location in Novato. On the other hand, I know Disney has put more than a little focus on improving their software and game divisions recently. So I would not be surprised to see some hybrid of a game company and digital studio open at that location.
Of course, it could just be someone mis-interpreting the opening of a new Disney store in the Bay area.