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

news.ycombinator.com

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

#201

Post by wiredfool »

janosett wrote: post #79
iso1210 wrote: post #73

Earlier quoted context omitted.

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"

The Apple TV does this, essentially.

I’d really like apple tv to stop showing me things on streaming services I don’t have, and at the same time not show me the options grime the ones that I do.

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

#202

Post by skizm »

gherkinnn wrote: post #177

Does FB have anything of interest? They missed the platform train. They don't provide infrastructure. And they didn't buy the next big thing before it got there. All I see is a huge bet on the yet undefined metaverse and declining interest in their current products. I wouldn't predict a quick death, but a drawn out descent in to obscurity. And to broaden the question: I don't know where Twitter is off to. It is a mis…

Have they done any monetization on WhatsApp yet? Which is ~2 billion users. They could literally add a few billion in revenue by showing a single text ad once per day or similar. That's not counting the fact that instagram is still basically in hyper-growth mode globally and facebook (the webpage/app) is still growing in every market except the US.

Agree that (very) long term they'll need the VR/AR market to take off and capture a significant portion of that to stay on top of the digital ad business along with Google.

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

#203

Post by mavhc »

gherkinnn wrote: post #177

Does FB have anything of interest? They missed the platform train. They don't provide infrastructure. And they didn't buy the next big thing before it got there. All I see is a huge bet on the yet undefined metaverse and declining interest in their current products. I wouldn't predict a quick death, but a drawn out descent in to obscurity. And to broaden the question: I don't know where Twitter is off to. It is a mis…

They don't have to buy it before it got there, they can buy it after it got there.

The fact that they're taking their least popular product, VR, and making that their main focus, seems to show they're not resting on their laurels.

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

#205

Post by Loughla »

jackweirdy wrote: post #134
MaxBarraclough wrote: post #117

Earlier quoted context omitted.

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…

For many this is not wishing for cable again, rather going _back_ to pirating, which was itself better than cable. Certainly myriad streaming services are better than cable- but are they better than pirating? Harder to be confident of that now than a few years ago

>but are they better than pirating?

Absolutely not. I am absolutely confident of that statement. One box of drives, a small machine to act as a Plex server, and VPN is all you need. Pre-made, high quality tools exist to automate everything. It's almost completely friction-less.

Pirating is easier, better, and faster now than it has ever been. The push to splinter streaming services is only speeding up its adoption, again. Cable is the old cable, streaming services are the new cable, but with more barriers and more difficult setup.

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

#206

Post by pphysch »

Apple is my vote. It's very easy to be a tech professional who uses a lot of tech in my free time and never rely on, interact with, or even think about Apple products beyond users that may be using them. Therefore, it's easy for me to imagine a world where Apple just doesn't exist, and not because some unknown competitor rises up. However, I don't think that is particularly likely.

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

#207

Post by chronotis »

littlestymaar wrote: post #81
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 That's an interesting perspective, I was pretty convinced that facebook was almost dead since all of my friends (in France) have almost completely stopper using it. Well most of us are still casually browsing it every once in a while, but it's far less often than it used to be, and worse: we don't have interactions together on that platform. The last remaining usag…

Midwestern GenX suburban parent here. Nothing important happens in our subdivision (hundreds of homes) without mention of it in the neighborhood's private Facebook group. Our public school district uses a Facebook page as a primary announcement platform. Kids' sports and social groups are all organized as Facebook groups and pages. You cannot escape Facebook if you're a suburban parent in the US.

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

#208

Post by willcipriano »

chickenpotpie wrote: post #170
willcipriano wrote: post #101

Earlier quoted context omitted.

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

Fair enough. My point is it's high effort for a roll of the dice. Having a general reputation as a nice place to work goes a long way in my willingness to interview as I feel more confidant that I won't land on one of the bad teams at the end.

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

#209

Post by rietta »

jrsj wrote: post #173
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…

Google to me seems to be the one with the worst execution at the moment. For all of their spend in various areas when is the last time they’ve had a win? Their core business is still strong but they seem to have lost their ability to innovate. That alone makes their decline seem inevitable to me even without considering external forces

I know someone who just lost access to their Facebook account, and more because resetting their Google password lead to account lockout, and their phone number too, and that means everything that used that email and phone number as well. A cautionary tale and a terrifying reality to depend on a place famous for no human help available.

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

#210

Post by pcthrowaway »

shbooms wrote: post #166
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.

>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")

The GP comment referenced the netflix "subscription", not streaming. Netflix used to have the content brought to you on DVD if it wasn't available to stream.
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