It's yet to be seen how all these shows interact with one another and how well they mesh together. It's bad business to have a two year lapse between seasons. When you have a show as popular as The Mandalorian I think it's generally unwise to get cute and potentially lose focus. I hope all this turns out well.
I'd be shocked if the Favreau/Filoni shows don't all end up intersecting in a big way. It'll probably eventually feel like one big story with each show just focusing on a different aspect of the post-ROTJ landscape.
I'm expecting Book of Boba to set up at least a little bit of groundwork for the crossover event that we know is coming. Mando Season 3 will then pick up on that at some point too and reveal more of what the true end game will be. A lead-in story (maybe the final episode or two) to the Ahsoka show would make sense from there, where it'll all kick into high gear with Thrawn.
Thrawn will of course be the "big bad" of the eventual official crossover. That's the safest bet of all. But the whole thing will likely start off as more of a Rebels sequel (complete with live-action Ezra and Sabine). When all of those names have been established in a new central conflict, then it'll turn into the same basic structure as the original Thrawn Trilogy - just with different characters replacing the original roles, and with a modified context.
As with the original EU novels: I think Thrawn will be in charge of the Imperial Remnant; the cloning facilities will be a key part of his plan; Ahsoka and Ezra will be more or less substitutes for Luke and Leia; and either Talon Karrde and Mara Jade will be introduced in the new canon here, or their roles from the EU story will be given to Boba and Fennec. But I don't see the cloning being for troopers as in the EU version, instead being about creating Force users. That's what I expect the heroes will need to disrupt before Thrawn can be defeated.
All speculation, of course, but the clues haven't exactly been subtle.
So if it ends up being anything other than a Thrawn Trilogy adaptation, then everything to this point will have been a well-played misdirect. Intriguing either way, but the shows will almost certainly be connected one way or another.
