On 26 February 2024, Blackwells Capital, with substantial shareholdings in the Walt Disney Company, released an excerpt from its upcoming investor presentation detailing it's technology vision for the company.
- Jason Aintabi, Chief Investment Officer said: “Disney should be dominating in the fields of spatial computing and AI. Few companies have the potential of Disney to synthesise these revolutionising technologies, and relate them to consumers with the impact, and ROI, that Disney can."
- Blackwells' substantial shareholding in Walt Disney is supporting Leah Solivan to be elected to Disney's board.
- Blackwells has drawn up a five-point strategic plan and identifies a number of current tech shortcomings at the company including: fragmentation, unhurried innovation, the lack of a native tech stack, and spatial computing and AI mediocrity.