Especially Google and Facebook area extremely well positioned to know what is happening. They have a market research machinery never seen in history. If there's a new trendy thing catching up, they can see it coming and they know exactly who is interested. As long as governments don't intervene, they are in quite strong position to just acquire threats (or develop something similar). Apple has piles of cash, but I th…
Google hasn't in it's entire history shown an ability to make money on anything besides advertising. What happens when everyone has ad blockers, they do most of their searches through mobile and Facebook eats up more advertising revenue because they can do better targeting than Google since they know more about their users? Facebook -- Facebook is already seen as a place for old people. Once your grandmother is on FB…
Amazon, Apple, Google and Facebook will all go away within 50 years, says author
41–50 of 51 posts
Re: Amazon, Apple, Google and Facebook will all go away within 50 years, says author
#42Especially Google and Facebook area extremely well positioned to know what is happening. They have a market research machinery never seen in history. If there's a new trendy thing catching up, they can see it coming and they know exactly who is interested. As long as governments don't intervene, they are in quite strong position to just acquire threats (or develop something similar). Apple has piles of cash, but I th…
I’m a fan of Galloway, his YouTube stuff for L2 is great, but Amazon is beating Apple because of the Echo? Apple is now the number one watch company by revenue in the world.
Apple have been selling premium computers for 39 years. The Desktop OS market is impossible to break into. The Mac and DOS/Windows ecosystems have owned it since the 80s. Chrome is making headway, but only in a small niche.
Re: Amazon, Apple, Google and Facebook will all go away within 50 years, says author
#43Earlier quoted context omitted.
I agree with you on Netflix. 5th horsemen candidates on my short list: Microsoft and SoftBank. Tesla if they can stop burning money and cut out the hype? Verizon as a long stretch.
Microsoft was founded in 1975, 42 years ago. People underrate them, but I'd say they're quite resilient. And now they're the #2 player in the cloud segment, so they should cover for their Windows cash cow just fine :)
Re: Amazon, Apple, Google and Facebook will all go away within 50 years, says author
#44Earlier quoted context omitted.
Google hasn't in it's entire history shown an ability to make money on anything besides advertising. What happens when everyone has ad blockers, they do most of their searches through mobile and Facebook eats up more advertising revenue because they can do better targeting than Google since they know more about their users? Facebook -- Facebook is already seen as a place for old people. Once your grandmother is on FB…
I asked a tween relative whether they or anyone they know uses FB. They answered, "No one." They said they all use Instagram, though. So the current tween generation is still on an FB platform, just not FB itself.
Re: Amazon, Apple, Google and Facebook will all go away within 50 years, says author
#45Earlier quoted context omitted.
Microsoft was founded in 1975, 42 years ago. People underrate them, but I'd say they're quite resilient. And now they're the #2 player in the cloud segment, so they should cover for their Windows cash cow just fine :)
Is Windows an ex-cash-cow?
Re: Amazon, Apple, Google and Facebook will all go away within 50 years, says author
#46Earlier quoted context omitted.
I’m not sure how long they get to keep their back catalog. Has anything been licensed indefinitely? Their business is certainly going to only continue to increase in competitiveness for the foreseeable future. My primary concern, from Netflix’s view, would be Amazon being comfortable buying video content at a loss forever.
> I’m not sure how long they get to keep their back catalog. Has anything been licensed indefinitely? At a minimum, they have their original series^1. I would assume that, as part of paying for the various shows to be created, Netflix has rights forever. [1] https://en.wikipedia.org/wiki/List_of_original_programs_dist...
And at that point, Netflix would be indie content and a few real good Netflix shows. Don't know if people would shell out $10 per month essentially for the Netflix shows unless they can churn out high quality ones quicker.
Re: Amazon, Apple, Google and Facebook will all go away within 50 years, says author
#47Begone, foul clickbait headline that thinks it can excuse itself by putting a question mark at the end.
Re: Amazon, Apple, Google and Facebook will all go away within 50 years, says author
#48Facebook is just social networking web site. People can get bored and use some other web site. Amazon is only a shopping web site and a hosting company. There are popular companis like Amazon, such as AliBaba and DigitalOcean. There is nothing special about Amazon. Google is a search engine, smart phone OS, mail, maps, video service, web browser. Looks like Google has way more chanse than Facebook and Amazon.
But there is a huge amount of value tied up in those reviews. I'd argue that it creates such a network effect that starting up a competitor would be really hard. Possible but Amazon would have to stumble.
Re: Amazon, Apple, Google and Facebook will all go away within 50 years, says author
#49Earlier quoted context omitted.
Google hasn't in it's entire history shown an ability to make money on anything besides advertising. What happens when everyone has ad blockers, they do most of their searches through mobile and Facebook eats up more advertising revenue because they can do better targeting than Google since they know more about their users? Facebook -- Facebook is already seen as a place for old people. Once your grandmother is on FB…
I asked a tween relative whether they or anyone they know uses FB. They answered, "No one." They said they all use Instagram, though. So the current tween generation is still on an FB platform, just not FB itself.