Facebook seems the most likely but that’s only if what they’re trying to do with Meta fails. Google on the other hand seems to have entirely lost their ability to innovate and it’s not clear to me that they’re even trying to do anything of significance at all. So I’m a bit torn. But I’m going with Google because I’m the long run I think a lack of effort is probably the worst thing to have
Poll: Which FAANG is the most likely to decline in the years ahead?
111–120 of 660 posts
Re: Poll: Which FAANG is the most likely to decline in the years ahead?
#112I do not understand why Facebook ranks at the top when they have near monopoly in internet social networking industry. Twitter, Snapchat and TikTok combined do not have market cap even close to FB plus FB has plenty of space and time to further monetize Instagram and WhatsApp. TikTok is only real competition to FB so far. I voted for Netflix; too much competition and original content is expensive to make.
Re: Poll: Which FAANG is the most likely to decline in the years ahead?
#113I 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.
A show I had one episode left of went off Netflix on 1/1. I tried to find it EVERYWHERE, I even downloaded iTunes on my PC. “Not available in your region” left right and center. I luckily found a torrent and it was legitimately the only way I could find the content beyond buying DVDs on eBay.
There's probably money in helping these companies realize when they have left large portions of their content unlicensed in entire geographic regions.
Re: Poll: Which FAANG is the most likely to decline in the years ahead?
#114Hard not to see Facebook declining as they bleed their younger audience. Part of me wants to see a new AR paradigm with lightweight glasses and a fully augmented reality but it seems fuzzy/far away with lots of ways to get it wrong.
Re: Poll: Which FAANG is the most likely to decline in the years ahead?
#115Facebook 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-…
My two cents is that people are dramatically under-weighting the possibility that Zuckerberg is a visionary with his AR/VR plays. I am extremely bullish on FB solely because of that.
I think people will be as wrong about his VR plays as they were about the Instagram acquisition.
Re: Poll: Which FAANG is the most likely to decline in the years ahead?
#116Earlier quoted context omitted.
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.
Cost of hosting a free video platform is not a solved problem. If it were we would see many many more video platforms
Re: Poll: Which FAANG is the most likely to decline in the years ahead?
#117I 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.
A streaming subscription is much cheaper than a cable subscription, no? If you're a very heavy consumer of streaming video, doesn't it make sense that you'd pay more? I don't see why anyone should expect to get to stream everything they could want for a minimal monthly fee.
Having to switch apps is a trivial inconvenience. Seems to me that price-point is what we should be focusing on, and I'm fairly confident things have improved greatly.
More generally, I'm sceptical of any argument that laments the lack of a monopoly.
Re: Poll: Which FAANG is the most likely to decline in the years ahead?
#118I 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.
Yeah and have you noticed how the industry doesn't really want you to watch old stuff? Obviously they want to keep peddling new movies and series, so it does make sense, but I think it should be easier to find old classic movies. I often have to resort to torrents for this reason alone.
[deleted]
Re: Poll: Which FAANG is the most likely to decline in the years ahead?
#119Earlier quoted context omitted.
Personally, I think FB is in trouble because it became 'your grandmothers social media'... the youngsters seem more interested in insta and tiktok
> the youngsters seem more interested in insta ... which is owned by FB. Between Instagram securing the audience of the next generation, and Whatsapp gaining huge share as the communication tool of developing world, FB is going to do just fine, even if facebook.com usage totally tanks (also unlikely)
I'm convinced facebook.com usage will completely tank. It is surviving on older people and newer market where it got popular later, but I believe all social websites have the cycle where it's unknown, then popular, then everybody's parents join, then no longer popular, then dead.
As for Whatsapp, it makes no money, and there are plenty of non-monetized instant messengers, so I can't see them making a profit there.
The one thing they still have is Instagram, but it's "reels" haven't beaten tiktok, and it's already filled to exhaustion with ads, so it's a matter of time before it's popularity starts to decline.
As for the multiverse, that will never amount to anything.
Re: Poll: Which FAANG is the most likely to decline in the years ahead?
#120Facebook 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-…
Well, as those 30+ year olds get older, marketers are going to give less and less of a shit about them.
Facebook makes most of their money from their ad network that mostly exists on sites that nobody actually needs to visit (Facebook, ig). In addition, Meta is spending a boat load on engineers who don't really want to work there, so they can make a "metaverse" which I'll bet most of them don't give half a shit about. Then they're going to market the hell out of it and at the end of the day I just don't think that many people are going to use it enough to make it all worthwhile.
I could be wrong but I think if Meta isn't careful in how they diversify their focus they could face a real reckoning that has nothing to do with their current political pushback.
Google search is still pretty good, and their ad network is used throughout the internet so I think they're safe.
Amazon will do whatever it takes to keep sales up, so I have faith in them. If nothing else they're a company that seems extremely capable of adapting to changing market conditions.