Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

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

news.ycombinator.com

Post reply on HN
Print view View original

181–190 of 660 posts

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

#181

Post by Ekaros »

notatoad wrote: post #47
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 wa…

Amazon might not be innovator in consumer electrics. But they enter the markets with very good price point. Ofc, margins are lower, but they can make lot up with volume and breadth...

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

#182

Post by victorvosk »

Don't you mean MAANG :D

But its Facebook for sure. If it wasn't for buying Instagram they would circling the drain right now.

Google is the king of search and ads. Apple is the premium product company and now chip maker. Netflix is in a saturated market but have proven they can make original content. Amazon runs the vast majority of the internet on its servers, let alone retail sales.

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

#183

Post by jeffalbertson »

im going netflix. the sheer amount of services the other companies provide is staggering compared to netflix. The streaming space is very crowded, and netflix has the most expensive pricing while shifting to being dependent on shows they create vs a catalog of others.

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

#184

Post by chermi »

random12345678 wrote: post #61
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-…

>But everyone over 30 I know uses Facebook, heavily everyone over 30 i know are past facebook and realize Instagram is adware/spyware.

Almost everyone I know between 30 and 40 dropped Facebook. Not completely, I'd guess the majority still have their accounts. Just no one uses it.

My survey isn't very data heavy, but from the people I know, it's mostly older people and the people who stayed in my hometown that still use it.

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

#185

Post by cogman10 »

monkeybutton wrote: post #137
jarjoura wrote: post #96

All of these companies are too big to fail at this point. They all have at least a decade of reserves to power through anything that gets thrown their way. However, I do predict that they will change in significant ways in the next decade. * Apple is one Supreme Court ruling away from ending their App Store monopoly that could disrupt the entire world, since it would also affect all other digital marketplaces. * Amaz…

Netflix is facing the rise of competing streaming platforms. They're forced into creating their own content because other producers would rather release content on their own platforms and keep all the streaming revenue, rather than license it to Netflix. Streaming video on demand isn't a technical moat that is stopping anyone.

Agreed. What made netflix successful initially was their access to IP. That's going away fast as every IP producer is pushing for their own paid streaming service (which sucks, btw).

With big heavyweights like Disney that own a huge percentage of content having their own services, netflix is really going to struggle being anything more than niche media providers (anime) and their own inhouse media.

If they are lucky, they'll be an HBO style platform. However, the quality of their in-house content has left a lot to be desired. Some is good, but a lot is garbage.

That netflix has technical chops isn't going to be a saving grace. Rather, it will mean engineers from netflix will likely be able to secure jobs at other streaming providers.

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

#186

Post by roca »

kdmccormick wrote: post #43
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 s…

MAGMA is my favourite string currently.

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

#187

Post by gkoberger »

drstewart wrote: post #165
gkoberger wrote: post #131

Earlier quoted context omitted.

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.

Disney owns/co-owns ESPN, Hulu, ABC, Fox, A&E, The History Channel, Lifetime, Vice, 20th Century Fox, 21st Century Fox, Touchstone, Lucasfilm, Searchlight, National Geographic, FX, FXX... the list goes on.

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

#188

Post by cercatrova »

jamroom wrote: post #136
MaxBarraclough wrote: post #122

Earlier quoted context omitted.

> 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.

It's not an exaggeration - back when Netflix sent out DVD's by mail it WAS like having a Blockbuster in your living room (since Blockbuster didn't do streaming)

Netflix still offers their DVD service.

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

#189

Post by neogodless »

mgraczyk wrote: post #159

I worked at Facebook last year and Google this year. I don't have an insider view of the other companies but some of my closest friends work at all of them except Netflix. My guess is that none of these will stop growing in the next few years, but Facebook is especially undervalued. They execute on new products faster and better than the others listed, so regardless of current sentiment they are probably not going to…

What are Facebook products?

And which ones are worthwhile?

The only thing I could think of without cheating and using Google is the Oculus line. I'm not personally convinced there's a huge VR market, but there could be, and Facebook probably has the best product for this market. They aren't competing against the other megacorps listed in that particular market though, so I can't evaluate if they execute faster/better than others.

I know Apple executes pretty well on products, and at a rate that far exceeds my own upgrade cycle.

Post reply on HN