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

I don't see how Netflix will hold ground. Streaming tech is now a commodity, not a moat. 2-3 years ago I would have said Netflix is the streaming sub to have. Hard to say that now. Disney, HBO and Amazon also have great original content and huge catalogues that could sustain a family as the only sub. Apple is growing a small but quality catalogue, and bundling within the ubiquitous iCloud package. Amazon has a massive bought-in base being that they bundled it with Prime shipping. There are countless other legacy network subs and content re-packagings to choose from.

So I don't see Netflix as particular a leader in content, scale, or value.

Their best (only?) post-streaming tech innovation is the collaborative filtering. A way of finding something passable to watch that is better that channel flipping broadcast TV. Now there is so much great content that people just go straight to the show with the buzz.

If there is one promising area they lead now I'd say it's internationalized content like Squid Game and Money Heist, but I'm not convinced this is big enough moat.

Why the hell does netflix has so many upvotes? i would pay triple their max subscription fee for their content!

For me it has to be Google, yeah FB too for obvious reasons but Google got too big and their products have been showing a detrimental pattern. They will be around but people are using tiktok and friends in lieu of youtube and their main revenue source is ADs via search and I see many good competitors in that space. New apps and enganging services don't really rely on google search. The main spenders are merchants and being able to get virtual foot traffic without Google's help is getting easier by the day.

Both Google and FB (Alphabet/Meta) are clouded by the arrogance an deep pocket brings where they thing their cash will somehow overcome the law of diminishing returns. Their historical predecessors like AT&T, IBM & Cisco are good examples. You can tell by how they treat their customers. Apple and Amazon know better, they keep their status because they know their deep pockets are always vulnerable and they need to treat their users very well even if they have to treat their employees like shit. I thing google and fb will just keep investing in new companies, lawyers and lobbyists to rhyme with history.

Example: I thing GCP is superior but I would bet on AWS support more than GCP any day! I think android can be customized to provide a better security and private environment but I would bet having a good UX with iOS any day.

I'm not sure who downvoted you, but I cannot agree more.

For giggles, I just went ahead and priced this out:

One-time costs:

* Plex Pass: $80

* NZB indexer access: $10 (for 2 or 3)

Ongoing monthly costs:

* File server (three-year deprecation): $55

* IPTV: $15

* Unlimited Usenet account: $3

This took an afternoon of setup, but has just worked since. Heck, the other day I discovered a new season of a show had apparently been released – because it completed downloading and filled Plex overnight.

I quit facebook (as a user, never worked for them). I may drop Netflix. I've been mad at apple ever since I bought a powerbook that crapped out within a year and a few months, just outside the warranty (I never bought the extended, it was Mac, they never break), and was told I'd have to pay $350 to fix it (I didn't damage it in any way, it was just a turkey of a product), but I'm still using an iPhone. Amazon prime remains immensely popular in my household both for movies and tv shows and ordering gifts, books and groceries, and while I'd like to to use it less, I don't see that happening. I use Firefox and duckduckgo as much as I can, but still use gmail, google docs, search, and google cloudplatform and AI notebooks - the latter extensively.

No idea if my own personal preferences or needs have anything to do with overall appeal or decline.

I worked for Sun Microsystems once, late 90s-2001. A lot of people figured the dot com thing would take a tumble, but felt good about Sun's prospects (as workers and as an investment) because Sun made real tangible things, servers and workstations.

Amazon, at the time, was a bookstore with a "dot com" tacked on to the end.

Apple hadn't yet released OS X and was often accused of coasting on good looks and being pretty.

There was no facebook and wouldn't be for a few more years... there was "the globe", friendster, a few of those. When I was at Sun, I sat in an office that is now facebook.

Google was around, though a lot of people were saying search was no longer a differentiator, and that the important thing for a search engine was to become a portal and be "sticky", and be a bit more like a content provider, entertainment hub, and so forth.

The people who thought Sun was a good bet made perfect sense - in retrospect, they had it wrong, and some people accurately pointed this out at the time... but you could make a reasonable case for Sun.

So... just sayin'

I haven't had a cable subscription in years. I think almost 5 or 6 years now. It's been a combination of streaming, movie rentals (streaming), and BitTorrent downloads.

And yes, it definitely can be cheaper if you willing to actively manage what subscriptions you need and don't need one month at a time.