These quotes exemplify the issue.
The billion dollar investment in next gen is primarily geared toward extracting more profit from the current line-up of attractions -- How can TDO better utilize the current assets to extract more money from guests. Walt's philosophy was you invest and expand the product to grow profit, whereas TDO would rather invest in data gathering to (they believe) extract profit more efficiently. The part I bolded above can only happen when we stop letting MBAs and bean counters run the company and instead put in people that have passion for the product (Walt Disney, Steve Jobs, John Lasseter at Pixar, etc.). Most great entrepeneurs were not business people, but individuals passionate about their product. Passion tempered with good judgment, or at least a right-hand man/woman with good judgment.
Entrepreneurs need passion. Successful entrepreneurs also need practicality. Walt and Roy. Sometimes Walt's ideas won out, and sometimes Roy's practicality won out. It's getting the right balance that is the key.
Steve Jobs is the rare individual that didn't need a partner complementing his skills to make it go. He had the passion and vision for the project and the business knack to make it all happen in an efficient and profitable way. He killed many ideas that his product development came up with because he concluded they couldn't be done profitably.
There is nothing wrong with the business people trying to find ways to make more money off of what they already have. Indeed, it's a great idea...if it works. And utlizing existing assets rather than building new is a smart move. Heck, we've all said "No" to a fifth gate, because there are 4 existing gates that can/should be used before a fifth, with all the attendant infrastructure, gets developed.
There are aspects of NextGen that are very appealing. If it succeeds in allowing people to have fun while in the parks 70% of the time vs. 60%, let's say, by reducing their waits in lines or making the time they spend in line fun vs. boring, that would be huge in terms of guest satisfaction, and could justify quite a large investment. Of coruse, I've just made up those numbers and have no idea if they're close to what the average guest feels or not, or whether that's actually the intent of the NextGen project.
On the other hand, the parts of NextGen that will no doubt be used to send customized offers, etc. in an attempt to get you to spend more money might be much more problematic, but maybe not, depending on how they are used. Maybe Cirque du Soleil some night has available tickets, so Disney is willing to sell at a discount -- if NextGen makes it possible to send texts to targeted groups to let them know of the discount, that might be helpful. If I'm at MK and don't have an ADR, getting a notice that tables are available at Crystal Palace might be welcome. Sure, the goal is for Disney to make more money by making sure wasting assets don't get wasted, but that doesn't mean it can't be a boon to guests as well.
And the parts of NextGen that result in a need to plan and plan and plan to take advantage...we'll see. If they can somehow implement it so that those who don't plan ahead have the same experience they have now (same lines, same opportunities to see things, etc.), great. But if not...ugh.