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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?

#461

Post by dexterdog »

imgabe wrote: post #457
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.

“Some hits and quite a few duds” is how every Hollywood studio operates, isn’t it?

But that is what Netflix was supposed to be able to avoid because they know so much about the viewing habits of their users. More likely it turns out that knowing that doesn't help them create new content and they just need exclusive titles to draw people like all of the other studios.

If the Netflix recommendation engine is the result of any data science then obviously they have no special knowledge from their mountain of data because the engine is worthless.

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

#462

Post by b9a2cab5 »

ketralnis wrote: post #458
b9a2cab5 wrote: post #454

Earlier quoted context omitted.

> They're Nilfgaardian and Elves Right, but the show casts all other Nilfgaardians and elves as white people. If the show casted all Nilfgaardians as black people or gave a story reason for a mixed composition then it would be compelling. But they don't. That's why Fringilla's casting seems shoehorned in.

Maybe there's a recessive gene that causes some tone difference. Maybe there's some historical war that caused the blahblahblah migration of the whoseits to the whatsits. Or maybe it's not part of the story at all and doesn't need to be. When I meet a new black person they don't spend a bunch of time explaining to me why they're black. That would be pretty weird. It sounds like you have some real hangups about race t…

> Maybe there's a recessive gene that causes some tone difference. Maybe there's some historical war that caused the blahblahblah migration of the whoseits to the whatsits.

I'm not saying the black character is supposed to explain why they're black. I'm saying the writers should have written some reason into the story for why out of all the Nilfgaardians, Fringilla is the only one that's black. The black character doesn't need to be the one explaining it. Otherwise it seems like a poor casting choice because it doesn't make sense within the story. Which makes it seem shoehorned.

> Maybe there's some historical war that caused the blahblahblah migration of the whoseits to the whatsits

And that would have been great backstory to flesh out the universe...

> It sounds like you have some real hangups about race that just isn't shared by the writers.

It sounds like you don't feel like one character that has a different ethnicity than their entire fantasy race seems out of place. If in Black Panther there was a singular white main character and everyone else in Wakanda was black would you feel the same way?

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

#463

Post by wayoutthere »

twox2 wrote: post #357
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.

Google Search is beset from all sides right now. Their search results are terrible and people are looking for alternatives. They’re definitely at or past the peak of that product lifecycle.

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

#464

Post by dageshi »

dlainhart wrote: post #380
dageshi wrote: post #327

Earlier quoted context omitted.

If you follow the ratings (granted the ratings for streaming services are likely not as easy to calculate as network tv), Netflix pretty much dominates top 10 most watched shows every week. It's weaker on Movies but still does pretty well there as well. If netflix keeps producing content at the rate it is, it won't be long until it has a fairly large back catalogue itself. At the end of the day it's Netflix's core bu…

Netflix can calculate their equivalent to Nielsen ratings preposterously easy and with far more accuracy and they can get far more data than Nielsen will ever be able to produce for anyone.

uh yes, but for the purposes of this discussion unless you can compare them vs the watch times of other services that's not very useful. So far as I know Netflix and nobody else releases those numbers so they have to be estimated.

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

#465

Post by bamboozled »

raydev wrote: post #233

I'm shocked that FB has so many votes here. FB may be getting slaughtered by the media, hated by both the left and the right, but the truth is no one is actually leaving FB. It's still the #1 place to find restaurants, buy/sell used items, neighborhood groups, etc etc etc. And if FB Proper were to ever fall behind, IG still has a lot of stamina left. I don't think it will happen any time soon, but I would like to see…

As if Facebook is the #1 place to find restaurants, it's Google for sure.

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

#466

Post by bamboozled »

TrackerFF wrote: post #426
raydev wrote: post #233

I'm shocked that FB has so many votes here. FB may be getting slaughtered by the media, hated by both the left and the right, but the truth is no one is actually leaving FB. It's still the #1 place to find restaurants, buy/sell used items, neighborhood groups, etc etc etc. And if FB Proper were to ever fall behind, IG still has a lot of stamina left. I don't think it will happen any time soon, but I would like to see…

I'm not sure how facebook fares in big cities, but back where I'm from - a small rural town, facebook has pretty much replaced everything. It's the de facto digital community place. Want to get regular updates from local businesses, local government, hobby groups, sports and cultural events? You'll find it on FB. Sure, most of those also have their own dedicated websites or similar, 90% of the most recent info comes…

> I'm not sure how facebook fares in big cities, but back where I'm from - a small rural town, facebook has pretty much replaced everything. It's the de facto digital community place.

I don't think this is a good thing. It means change won't be easy to implement because their customer base relies on it for a certain function, if that function changes too much or goes away, they loose what's left.

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

#467

Post by bamboozled »

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-…

My Instagram feed has pretty much just ended up being soft porn. It's pretty easy to be replaced from this point on by anything.

The "AI" has basically re-created Sport Illustrated in scroll form.

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

#468

Post by stephc_int13 »

I have not been impressed by Apple, Google and Facebook during the last 4-5 years.

All of these companies are extremely rich and powerful, but they won't disrupt themselves.

They barely compete in practice, they are happy to live in a stable ecosystem they own.

They won't be displaced easily, but they will, at some point, in the mean time technology in their space is unlikely to progress as quickly as it could.

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

#469

Post by wayoutthere »

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?

Some of the most vocal critics of the DNC are coming from the left. [1] They’re a center-right party masquerading as left-wing opposition. They have no interest in helping working folks and every interest in making sure corporations are as powerful as they can be. A lot of folks who previously drank the DNC koolaid are realizing how bad it is with how the democratic administration has tried to gaslight us about Covid this holiday season.

[1] https://www.inquirer.com/opinion/commentary/build-back-bette...

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

#470

Post by imgabe »

dexterdog wrote: post #461
imgabe wrote: post #457

Earlier quoted context omitted.

“Some hits and quite a few duds” is how every Hollywood studio operates, isn’t it?

But that is what Netflix was supposed to be able to avoid because they know so much about the viewing habits of their users. More likely it turns out that knowing that doesn't help them create new content and they just need exclusive titles to draw people like all of the other studios. If the Netflix recommendation engine is the result of any data science then obviously they have no special knowledge from their mount…

I think an underrated advantage that the online platforms have over the legacy studios is that the original content from Netflix, Prime, et al is available globally and the legacy content is not.

Netflix originals are available everywhere, the licensed content is far more restrictive. On Prime the only things available outside the US are Amazon Originals. Hulu won’t even let you log in if you’re outside the US. For whatever reason, legacy media decided they don’t want the rest of the world to be fans of their content and give them money for it. Disney is an exception since they’re starting to expand Disney+ overseas.

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