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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?

#161

Post by brightball »

iso1210 wrote: post #73
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.

All of that is way cheaper (currently) than cable. The biggest problem is finding what you want. Need a TV Guide for streaming, so I can search for say "The Martian", and it would tell me "This is on netflix in your country", or "this isn't available on subscription, but you can rent it on amazon for x.xx or buy it on apple tv for y.yy"

Tivo has been doing this for years. I can search for a show, see if it's live, upcoming in the next couple of weeks to record or if it's available on Amazon/Hulu/Netflix/Vudu to stream or buy. Then just click it to go straight there.

Also has a nifty feature where you can list all available episodes of a show across all seasons and it will mix in your live recordings with streaming options. I honestly don't know why Tivo doesn't get a lot more love. Cable when you aren't paying per-TV fees for boxes is pretty great. Just a couple of bucks a month for a cable card in the Tivo and then you hook up Tivo Mini units on all of the other TVs in your house to access the main box.

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

#163

Post by asdff »

MaxBarraclough wrote: post #122
missedthecue wrote: post #33

Earlier quoted context omitted.

I remember when a Netflix subscription was like having Blockbuster inside your living room. Now its mostly just Netflix originals which aren't necessarily bad but maybe not worth it's own subscription every month.

> I remember when a Netflix subscription was like having Blockbuster inside your living room. That's a great exaggeration. There was never a time when you could name a film and expect it to be on Netflix to stream.

The early streaming catalog was pretty huge compared to what it is today. They were the only name in town and there wasn't anywhere for IP rights holders to pull out and park their content instead, so there was a lot of TV shows and movies from major studios on the streaming service. DVD service had seemingly everything every made into a DVD.

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

#165

Post by drstewart »

gkoberger wrote: post #131
baxtr wrote: post #105

Ok. So FB ends up getting the top spot, which needs to be discounted by the utter hate for the company on HN. (They're called Meta btw) :) But, surprisingly Netflix seems to ending up on second place. I think that's shortsighted and not taking into account how deeply they're integrated into the film production industry by now. It's one thing to build a streaming platform and acquire some customers. It's a whole diffe…

Google? I think you mean Alphabet ;) I think the problem with Netflix is there's a ceiling. Disney (which owns, like, all the IP out there... not to mention theme parks, sports and countless other things) is worth $288bn and Netflix is somehow worth $291bn!? Sure, Netflix has some decent movies out there... but do you really think their catalogue even begins to touch Disney? Either Disney is undervalued (probably tru…

If you're not into kids movies or superheroes, Disney's IP isn't really all that compelling.

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

#166

Post by shbooms »

MaxBarraclough wrote: post #122
missedthecue wrote: post #33

Earlier quoted context omitted.

I remember when a Netflix subscription was like having Blockbuster inside your living room. Now its mostly just Netflix originals which aren't necessarily bad but maybe not worth it's own subscription every month.

> I remember when a Netflix subscription was like having Blockbuster inside your living room. That's a great exaggeration. There was never a time when you could name a film and expect it to be on Netflix to stream.

>There was never a time when you could name a film and expect it to be on Netflix to stream.

That's not what your parent comment was suggesting. It was saying that Netflix's streaming collection was the same as Blockbuster's physical DVD collection, which was big but not unlimited (i.e. "every film you can think of")

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

#167

Post by lazyjeff »

propter_hoc wrote: post #4

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

Definitely. A huge boon for Netflix to have been included in this group because of the first letter of its name.

Reminds me of the Dow Jones, which is just 30 somewhat-arbitrary companies, and is basically the sum of the stock prices of those companies (yes, that means a $800/share company matters 20X more than a $20/share company).

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

#168

Post by cstejerean »

jmknoll wrote: post #135
kdmccormick wrote: post #43

Earlier quoted context omitted.

+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 s…

+2, FAANG was coined by Jim Cramer to be a grouping of fast growing tech stocks almost 10 years ago, not a grouping of the largest and most important tech companies. Apple and Microsoft are both about 10x the market cap of Netflix.

And around that time the Microsoft stock had beeen fairly flat for the previous decade. But the Microsoft of the 2010s isn’t the Microsoft of the 2000s stock wise. The stock has grown quite a lot as well since FAANG was coined.

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

#169

Post by [deleted] »

wombat-man wrote: post #86
sgt wrote: post #39

Earlier quoted context omitted.

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.

I think NBC would actually love it if you would please pay every month to watch the office over and over.

[deleted]

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

#170

Post by chickenpotpie »

willcipriano wrote: post #101
lonesword wrote: post #45

Earlier quoted context omitted.

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.

Don't you only find out the team/manager at the end of the process? I'm self taught so I assume I'll get stuck on a bad team at least to start.

I’ve never had a a job where that isn’t true. Every interview I’ve done, the hiring manager is in the last round of interviewing. Usually the format is Recruiter phone screen -> engineer technical interview -> on-site with manager and engineers
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