Priya patelTLDR:
- Blackwell’s Capital released a 5-point strategic plan for the future of technology at Disney.
- They highlight current technological shortcomings at Disney, including fragmentation, slow innovation, and mediocrity.
Blackwells Capital, LLC, a shareholder of The Walt Disney Company, has shared their vision for the future of technology at Disney. In their investor presentation, available on their website, Blackwells presents a 5-point strategic plan to help Disney recapture lost ground in the technological arena. They identify current technological shortcomings at Disney, including fragmentation, unhurried innovation, missing native technology stack, and mediocrity. According to Jason Aintabi, Chief Investment Officer of Blackwells, Disney should be excelling in spatial computing and AI, as they have the potential to use these technologies effectively with consumers. To drive greater management accountability and adoption of transformative technologies, Blackwells suggests electing Leah Solivan to the Disney board. They also encourage shareholders to visit their campaign website to learn more about their nominees and make informed voting decisions.
