Blackwells Capital, LLC, a shareholder of The Walt Disney Company, released an excerpt from its upcoming investor presentation that details Blackwells’ vision for the future of technology at Disney. In this presentation excerpt, available at www.TheFutureOfDisney.com, Blackwells presents a 5-point strategic plan to recapture lost ground, and identifies current technological shortcomings at Disney, including: Fragmentation; Unhurried Innovation; Missing Native Technology Stack; Spatial Computing; and AI Mediocrity. “Disney should be dominating in the fields of spatial computing and AI. Few companies have the potential of Disney to synthesize these revolutionizing technologies, and relate them to consumers with the impact, and ROI, that Disney can. Spatial Computing has far more relevance to Disney than it does to either Apple or Meta, for example,” said Jason Aintabi, Chief Investment Officer of Blackwells. “Electing Leah Solivan to the board of Disney, will add considerable technological and entrepreneurial expertise, and drive greater management accountability around Disney’s adoption of transformative technologies,” continued Aintabi.
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