With Disney it would probably be the TV side of things.
Imagine setting up feeds of what ever shows they have on the Disney Channel as a podcast with a monthly subscription fee, either that or you go heavy on advertisements. If you are expection to see snow white on your ipod look for fees of $20.
Though that would tie in well with the car holder.
Imagine how many movies you could fit on a 60 G or 80G ipod stored in h264 format.
It could replace the in car dvd player if you could feed into the tv screens.
I know this may be a little unethical business wise but couldn't Jobs just say to Disney: "You want to keep distributing Pixar, right?" It's a win win. Disney makes revenue off of sales through the iTunes/Video/Media Store and Steve agrees to their distribution of Pixar films. And I am sure he would also try to lock up some sort of exclusivity to keep out MS/Netflix/ect.
On the other hand, distribution rights for Pixar films would make a good bargaining chip to the scads of other companies with large back catalogs too.
Or maybe I am being a little optimistic.