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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?

#331

Post by lotsofpulp »

ghaff wrote: post #309
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…

I see very little evidence that Netflix' data science has been a unique differentiator. For what they've developed, they have some hits and quite a few duds. Their licensed catalog is not exceptional--and even less exceptional when it comes to film. They'll likely mostly turn into another studio with a streaming platform.

The purpose of this poll eludes me due to including Netflix and excluding Microsoft.

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

#332

Post by b9a2cab5 »

jrsj wrote: post #284
b9a2cab5 wrote: post #230

Earlier quoted context omitted.

Netflix is already on the way down. They infused all of their new shows with wokeness. Every new show feels like woke concepts are shoehorned in without regard for their impact on the story that's told. Look at the Witcher for an example. Or if you want to see this kind of shift happening over the course of a show, look at Madam Secretary. Season 1 didn't feature any of this crap and showed a strong woman main charac…

How is the Witcher woke? I actually haven’t really heard this before so I’m genuinely interested to hear your thoughts on it.

Many of the characters have been changed (in personality/storyline and in ethnicity) from the books and from the games. For example Yennefer is no longer a mature, smart person but now is a stereotypical "I'm a strong independent woman" character that has the personality of a 15 year old. Triss is completely different from the books and game. Fringilla magically changed to be black even though EVERY other Nilfgaardian is white. Side characters were changed to be black but still act as if they come from the same background as their original book characters. This doesn't make sense in a medieval Eastern Europe type environment.

This is what I mean by shoehorned in. HBO Rome did a great job of integrating racial diversity in a plausible way that made sense in the context of the story. Egypt/North Africa historically had Numidians in major leadership roles. The Witcher does not bother to write a story that makes sense with the replaced characters.

Again, I'm not white and even I can notice these changes.

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

#333

Post by creato »

jrm4 wrote: post #75
propter_hoc wrote: post #4

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

Netflix will be fine; they sell a reasonable, understandable product at a reasonable, understandable price, which makes me most confident in them by far.

The product is getting worse over time due to content providers cutting them off in favor of their own services.

It's a lot easier for Disney and their ilk to build streaming services than it is for Netflix to build Disney's content catalog. Props to Netflix though, they've been punching above their weight in that area.

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

#334

Post by neogodless »

mrkramer wrote: post #112

I 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.

I think the argument might be different opinions on the value of social networking.

Personally, I think "social networking" has value, but trying to use Facebook is a net negative for me, so I don't get any value out of it at all! On the other hand, I get some value out of SnapChat and TikTok, for as little as I do use them.

That doesn't mean one of them will "win" and overtake Facebook for social networking purposes, but it does mean there is competition, and the original open question of how valuable social networking of the sort Facebook provides will remain into the future.

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

#335

Post by ghaff »

KarlKemp wrote: post #258
mupuff1234 wrote: post #242

Earlier quoted context omitted.

> Some is good, but a lot is garbage I suspect that's WAI in their eyes, they're optimizing for eyeballs, not so much for quality.

I'm not sure there is a difference between these concepts here. The quality Netflix is after isn't highbrow content that feeds pretentiousness but isn't actually watched. It's masterful execution of a craft, which can happen in any genre. As an example: the original Police Academy movie had both quality and a large audience. The rest of the franchise was increasingly cringy and saw, I assume, declining viewership. Th…

Netflix needs content which results in the maximum number of subscribers at a given point in time. Which has some correlation to eyeballs but is very different from networks selling ads based literally on eyeballs (and their demographics).

This requires some combination of quality (whatever that means exactly), pop culture relevance (Squid Games), and good enough filler so that less selective viewers don't run out of stuff to watch. Of course, they can program for niches more than traditional broadcast TV did too.

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

#336

Post by PopAlongKid »

the_af wrote: post #329
PopAlongKid wrote: post #291

Earlier quoted context omitted.

I only have Netflix disc rental (blu-ray, one disc out at a time, costs about $10/month). The library is huge and goes back decades. There are usually good user reviews at the Netflix web site for guidance. I suspect there are thousands of theatrically released movies that Netflix only offers on disc, not streaming. In the last ten years, I've rented almost 900 movies (including a few TV shows like Breaking Bad) on d…

> Discs have great resolution, often have bonus features, and almost always have closed captioning, which I appreciate more and more as I age. Don't they get scratched these days? I remember the DVD days of Blockbuster, and also thinking "DVD as a technology is just not ready for rental" every time I got a disc that was scratched and/or had sticky stuff glued to it.

Nope. Out of those 900 discs I rented, I've only had to return maybe 2 or 3 as unplayable, and Netflix will immediately send out a replacement or the next disc in your queue, without waiting to receive the return.

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

#338

Post by Dig1t »

coding123 wrote: post #41
ews wrote: post #24

Earlier quoted context omitted.

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 netw…

Also, most importantly, there are no more advertisements.

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

#339

Post by rhino369 »

8ytecoder wrote: post #152
stouset wrote: post #109

Earlier quoted context omitted.

It does, but Netflix is the one provider (that I know of) that's decided to entirely opt out of Apple TV integration, so I can't add any of their shows to my universal queue and have to specifically switch to Netflix to see what I'm in the middle of or want I to watch next.

I have a premium subscription but end up forgetting to watch Netflix because they won't integrate with Up Next. I pick something from my queue - I mean you usually watch TV when your brain is fried and it's not going to remember everything. Don't know why they're so adamant about this.

They want the netflix interface to be the only queue you use by default when your brain is tired.

If they are just a content provider to apple, they lost.

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

#340

Post by dhosek »

mrighele wrote: post #320
chronotis wrote: post #207

Earlier quoted context omitted.

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.

In my experience, a lot of people still use Facebook, but in a completely different way than, say, 5 or 10 years ago. In the past, I would check it many times a day to see what my friends were up to, or to see what events we could go together to. Now what I see is mostly reposts of memes and ragebaits. Part of the reason is probably that we got older and I moved (the latter being the main reason I still use Facebook,…

>Also, people die

I deleted Facebook last year. At that point, I had 420 friends, 10 of whom were dead. One of them I discovered was dead while going through the list of all my friends making notes of who they were. This was despite numerous posts on her wall about her death. The damned algorithm didn't bother to show me that bit of news.

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