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

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471–480 of 660 posts

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

#471

Earlier quoted context omitted.

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.

Lol. They have sold 10 million total. PlayStation sold more than 15 million, and Switch more than 20 million, last year alone.

It’s niche.

https://www.wsj.com/articles/metaverse-needs-more-than-vr-ch...

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

#472
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…

> the truth is no one is actually leaving FB.

So long as I’m keeping my account as a calendar of friends’ events but never (ever) actually use or interact with the platform in other ways, it would seem I’m just an expensive freeloader.

People know there isn’t much point “leaving” Facebook for integrity reasons. They know who I am anyway.

I’m guessing I’m not alone in using their service this way.

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

#473
post #470

Earlier quoted context omitted.

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 w…

> 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.

No, legacy media has distribution issues which they address by licensing distribution geographically before release, and once those rights are divided it's very hard to reconsolidate them.

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

#474

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…

All the data science in the world can’t make up for the shitty Netflix content

Yep, they’re a “content producer” but maybe 1 in 20 shows or movies they put our OS actually compelling. They have certain titles they do well with (The Witcher comes to mind) but for everything else they have the well-established Netflix-Curse of cancelling shows instead of finishing them, so that they can crow about having a new show.

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

#475

Earlier quoted context omitted.

All the data science in the world can’t make up for the shitty Netflix content

Yep, they’re a “content producer” but maybe 1 in 20 shows or movies they put our OS actually compelling. They have certain titles they do well with (The Witcher comes to mind) but for everything else they have the well-established Netflix-Curse of cancelling shows instead of finishing them, so that they can crow about having a new show.

> the well-established Netflix-Curse of cancelling shows

Every outlet cancels underperforming shows. Netflix fires a lot of more against the wall than just about anyone else, so they end up with a lot more that doesn't stick.

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

#476

Earlier quoted context omitted.

Google is the dominant search engine essentially everywhere except for China and Russia. Amazon's marketplace dominance is pretty US/UK specific, and even there, there are plenty of alternatives. Amazon marketplace is actually only available natively in a small handful of countries. I feel like most people in this thread are grossly overevaluating Amazon's ability to stay relevant. If a competitor pops up with consis…

What is invisible to most consumers about Amazon is that they have a massive footprint across the entire supply chain for a wide and growing range of consumer good categories. Brands have been slowly outsourcing various parts of their production processes to Amazon. Amazon manages these parts of the business much more efficiently, and in a more integrated way, than what brands were doing before so it is both attracti…

I agree with you actually, though to me that would still count as a decline of users.

I mean, IBM is still around aren’t they.

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

#477

Earlier quoted context omitted.

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 do…

What if she was just the person who auditioned best for the role? Why are you assuming her blackness means she must have been shoehorned into the role? I see no valid reason why her blackness should have to be explained to anyone.

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

#478
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…

[deleted]

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

#479

Earlier quoted context omitted.

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.

Yes, it's bad to get completely locked-in. One ban, and you're essentially left out in the cold.

But, then again, I think that's just the result of people casually trading their data for convenience. For most people, it's apparently no big deal.

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

#480
post #423

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 tha…

I cancelled my Netflix sub as they continued raising the price while lowering the quality of content. There is no reason to carry a Netflix sub year round. I pay for one month and catch up on anything they made worth watching (not that much), and then check in next year.
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