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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?

#351

Post by devmunchies »

cogman10 wrote: post #185
monkeybutton wrote: post #137

Earlier quoted context omitted.

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,…

I'm surprised Netflix hasn't been buying IP owners or aggressively expanding into other entertainment channels. Imagine if they straight up acquired Nintendo (or a large part of it), the amount of movies + series they could produce (zelda series like the witcher, donkey kong animated series for kids, metroid prime series for adults, star fox, etc)

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

#352

Post by dougmwne »

jonathankoren wrote: post #133
lbrandy wrote: post #62

Earlier quoted context omitted.

FWIW, I joined HN 14 years ago (wow) and there's never been a time in those 14 years that HN wasn't convinced that facebook's demise was just around the corner.

This is true, but the main reason was that people have been predicting this was that young people don’t want to be on a social network with their parents. This social dynamic prediction has played out, and Facebook did the 100% predictable thing that all rich entrenched players do — they bought the smaller competitors, most famously Instagram. I fully expect them to continue to be able to monetize their user base, an…

Quest was the best selling game console this holiday, which doesn't sound niche to me.

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

#353

Post by ghaff »

lotsofpulp wrote: post #331
ghaff wrote: post #309

Earlier quoted context omitted.

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.

FAANG was originally about hot stocks. Jim Cramer coined it. And then, in tech circles, it became mostly about compensation--which had some correlation but imperfectly.

Today, especially with Netflix being less unique technically (they did a lot of early out-of-the-box stuff like going all in on AWS and microservices), they're pretty much an outlier from the other companies although as far as I know they still pay very well. As they become more of a studio they'll become even more of an outlier.

Microsoft certainly has more in common with the others, but their stock (as well as the company generally) was out of favor when Cramer coined the term.

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

#354

Post by lotsofpulp »

neogodless wrote: post #328

It's interesting... Apple was originally founded in 1976, about a year after Microsoft. But we often hear about and think about FAANG, like with this poll. What sets Microsoft apart from this group? They are "older" though, being older than Apple is more a measure of how long they've been successful. Microsoft and Apple often battle for larger market capitalization. They both deliver software and hardware, and the tw…

>But we often hear about and think about FAANG, like with this poll. What sets Microsoft apart from this group?

Fang is a catchy word, and the "m" does not neatly fit into it or an alternative acronym that is as catchy.

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

#355

Post by Lamad123 »

xyzzy_plugh wrote: post #256
nr2x wrote: post #239

Earlier quoted context omitted.

That said, until other streaming services entered the scene I didn't appreciate exactly how good Netflix's engineering is. The only service comparable is YouTube, but even then, Netflix has much higher quality. HBO Max has a great content library, but barely works.

> I didn't appreciate exactly how good Netflix's engineering is. This is poignant as even the shittiest streaming service can dominate with the right IP. Content is king, engineering quality is not a differentiator. Because of this, Netflix is ripe for disruption, which we've been witnessing creep up slowly over the last decade. Netflix is easily the first of my several subscriptions to hit the chopping block, should…

WTF is this 'IP' that y'all keep bouncing around?

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

#356

Post by psyc »

KrazyButTrue wrote: post #150
burntoutfire wrote: post #36

Earlier quoted context omitted.

The list is based on salaries. Microsoft does not reportedly pays as much as FAANGs.

this is simply not true

Well, when I left in 2010 it was extremely true. Not even remotely in the ballpark. According to Levels.fyi they pay about 50% more now, but still less than any FAANG.

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

#357

Post by twox2 »

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…

As long as Google has search ads, they have granular targeting at their disposal.

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

#358

Post by jrm4 »

creato wrote: post #333
jrm4 wrote: post #75

Earlier quoted context omitted.

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.

It's also a lot easier to pirate than it is to sign up for a billion different services. I'd put my money on "Netflix making this work somewhow" over "Cable all over again."

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

#359

Post by lotsofpulp »

ghaff wrote: post #353
lotsofpulp wrote: post #331

Earlier quoted context omitted.

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

FAANG was originally about hot stocks. Jim Cramer coined it. And then, in tech circles, it became mostly about compensation--which had some correlation but imperfectly. Today, especially with Netflix being less unique technically (they did a lot of early out-of-the-box stuff like going all in on AWS and microservices), they're pretty much an outlier from the other companies although as far as I know they still pay ve…

Yes, I am aware of the history, which is why I specified the "purpose" of the poll.

A poll about FAANG with netflix and excluding microsoft seems simply like a poll about a group of companies that a tv show host made a catchy acronym about, rather than a poll about which of the big tech companies today is likely to decline or not.

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

#360

Post by jrsj »

KerrAvon wrote: post #312
jrsj wrote: post #299

Earlier quoted context omitted.

If it were done well it would be one thing but it’s typically just thinly veiled (DNC) propaganda. Not much to be said on always climbing record fentanyl overdoses, class issues, etc though. If they were actually talking about anything of value to the vast majority of working people instead of rhetoric that’s specifically designed to keep them divided and afraid of each other I wouldn’t complain.

You want a comedy show to cover fentanyl overdoses? By DNC, do you mean the Democratic National Committee? Have you considered that your worldview may be heavily biased by right-wing propaganda?

I didn’t say comedy specifically, no. But comedy should probably actually be funny and not feel like I’m being lectured to, which has become increasingly common. And at times comedy can cover even the darkest topics, that’s really up to the comedian to decide.

And I actually consider myself a leftist I just strongly dislike corporate Democrats. So if I sound like right wing propaganda that comes mainly for our mutual distaste for certain aspects of “progressives” in the U.S. or whatever you’d like to call them.

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