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Poll: Which FAANG is the most likely to decline in the years ahead?

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Re: Poll: Which FAANG is the most likely to decline in the years ahead?

#41

Post by coding123 »

ews wrote: post #24
artemonster wrote: post #15

I have loads of friends who started to cancel their netflix subs and went back to piracy because they grew tired of searching for a way to watch something legally. Now its disney, hbo, prime, whatever. Screw all of this.

Same. We are back in the TV bundle channel era, unfortunately.

True, but the price seems a bit lower (for now). A fully loaded cable account back in the day for me was $180 (including internet).

Now days you can get internet for $50 or $100 (depending on location, speed etc).

Then if you wanted say 5 of the various platforms, that's going to roughly be $50 to $70 more. So that's still a likely savings.

And on top of that, all new movies are basically being PRODUCED by these networks, so for the most part you don't need a theater (or their prices).

And on top of all that, instead of just fully subscribing to all of them, just get one at a time. Want the new Dexter series, get Showtime. Done with that? drop it until season 2 is out.

So it definitely can be a lot cheaper than the old days.

Re: Poll: Which FAANG is the most likely to decline in the years ahead?

#43

Post by kdmccormick »

propter_hoc wrote: post #4

Netflix's inclusion in this list instead of Microsoft may have been the best investor-relations coup in history.

+1, it's ridiculous and misleading that Netflix is still being included in this list after all this time.

Netflix is a TV company. Their tech is a commodity. An important commodity, for sure, but it's not what makes them valuable. Their critical offering is their reach and programming.

FAAMG (or MAAAM now, I guess?) is a sane grouping of giant companies because their critical offerings and expertise areas are their software and their platforms. I think Google would be totally capable of reimplementing Netflix's streaming services if they needed to, but after years of trying they still haven't been able to fully match Amazon Web Services. That's the difference between Big Company and Big Tech Company. Similarly, it's why Tesla isn't on this list: they're huge and growing and they write software, but their software is just a means to an end, not a valuable platform in itself.

Re: Poll: Which FAANG is the most likely to decline in the years ahead?

#44

Post by allenu »

artemonster wrote: post #15

I have loads of friends who started to cancel their netflix subs and went back to piracy because they grew tired of searching for a way to watch something legally. Now its disney, hbo, prime, whatever. Screw all of this.

I was taking stock of all the streaming services I have recently (too many now) and realized Netflix is one I can easily do without. I'm not super into their originals and many movies I do want to watch aren't on the service anyway.

Re: Poll: Which FAANG is the most likely to decline in the years ahead?

#45

Post by lonesword »

willcipriano wrote: post #28

Amazon is the only one on that list that has actively reached out to me, it's also the only one I'd never interview at given what I've heard about working conditions there. Some places seem to keep everything on fire all the time and have big expectations on engineers personal time to keep the fires from consuming the business, Amazon is like that from what I've heard.

Really depends on your team, and your manager. I'm actually having a pretty good time (in Europe) - there's absolutely no expectation to work overtime/weekends.

Re: Poll: Which FAANG is the most likely to decline in the years ahead?

#46

Post by andrewflnr »

ecshafer wrote: post #25

Facebook is currently ahead, but I wonder how much of that is perception. There is a lot of media about how Facebook is evil, but that is mostly from a pretty small circle of media and political people, that Facebook is naturally in opposition to. Facebook also owns instagram and whatsapp as well. But everyone over 30 I know uses Facebook, heavily. Instagram is also used very heavily. Amazon has threats from other E-…

The strongest signal that Facebook will fall is the recently publicized trouble they're having in hiring people. I expect that to have rather strong knock-on effects... 10-15 years down the road. For example if VR turns out to be as big as everyone says and FB/Meta/whatever are only able to put up a weak offering. I tend to agree that they'll be harder to kill than a lot of us wish.

Re: Poll: Which FAANG is the most likely to decline in the years ahead?

#47

Post by notatoad »

Clubber wrote: post #9

Amazon, Google and Netflix seem to be happy where they are and don't seem to be innovating much; more interested in collecting rents on existing properties. Apple keeps doing what they've been doing for the last 20 years (successfully). Facebook is trying to pitch this Meta thing, which to me sounds like a desperation play and doesn't sound that interesting, but I'm not hip with whatever is going on in social media.

>Amazon... seem to be happy where they are and don't seem to be innovating much

If you're just looking at the consumer end of it, maybe. but over the last couple years amazon has become one of if not the largest logistics company in the world, and across the full line from supplier to last-mile delivery. it's not sexy innovation like a new iPhone is, but they've been developing a huge moat and as long as customers want quick delivery of their online purchases, amazon is a long ways in front of any competitor.

All the complaints about review fraud or inventory commingling are small-potatoes compared to the ability to do next-day delivery of millions of different SKUs to a large portion of the planet.

Re: Poll: Which FAANG is the most likely to decline in the years ahead?

#48

Post by scifi6546 »

freyr wrote: post #12
cinntaile wrote: post #2

My guess is Netflix, I think the others have much wider moats. No actual number crunching was involved in producing this guess.

I agree regarding the moat, but I think Netflix could still do fairly well as one of N big players in the streaming space. On the other hand, I think we could see FB utterly collapse over the next decade. Or maybe that’s just wishful thinking.

I personally think it is wishful thinking. At this facebook is rich enough that even if facebook.com completely imploded they could pivot to another social media platform they own such as instagram, and it is hard to imagine facebook.com imploding completely as it is used across the globe and I can see that even if facebook fell in the english speaking world other regions would still use it.

Re: Poll: Which FAANG is the most likely to decline in the years ahead?

#49

Post by seg_lol »

jmartrican wrote: post #8
TigeriusKirk wrote: post #6

Google feels the least aggressive about moving into the future.

Makes me wish that YouTube would be spunned off into it's own company.

Anyone can make a YouTube replacement now. They just own search for video and provide a consistent interface. Hosting and delivering and playing video files is a solved problem.
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