Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

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

news.ycombinator.com

Post reply on HN
Print view View original

481–490 of 660 posts

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

#481

Post by imgabe »

dragonwriter wrote: post #473
imgabe wrote: post #470

Earlier quoted context omitted.

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.

Online streaming has been a thing for 10+ years now. Whatever distribution issues used to exist with finding a local guy to drive around a truck full of DVDs are long gone. They could have fixed this issue by now if they cared to.

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

#482

Post by mFixman »

_8j50 wrote: 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…

Amazon and Facebook are by far the largest competitors in the area, and Google and Apple have more stable ecosystems since its users cannot easily move between Android and iOS.

There's nothing like that for Netflix: its amount of unique subscribers is within the same order of magnitude as Amazon Prime Video and Disney+, and as long as you aren't halfway through a series unsubscribing is easy.

I think Netflix is one underwhelming season of content during an economic crisis away from failing.

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

#483

Post by dragonwriter »

imgabe wrote: post #481
dragonwriter wrote: post #473

Earlier quoted context omitted.

> 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.

Online streaming has been a thing for 10+ years now. Whatever distribution issues used to exist with finding a local guy to drive around a truck full of DVDs are long gone. They could have fixed this issue by now if they cared to.

> Online streaming has been a thing for 10+ years now.

Movie theaters and broadcast/cable are still a thing, and still an important component of how legacy video makes money on content. And the geographic distribution issues there still exist. And for them to work, geographic exclusivity can't ignore streaming, either.

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

#484

Post by MarkLowenstein »

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.

This. For a firm with all these supposed high-performers trying to discover and cater to my viewing habits, they sure had a hard time figuring out that I never chose their "original content" that they were shoving in my face all the time.

I dropped them in 2020.

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

#485

Post by gunapologist99 »

basch wrote: post #411
dilippkumar wrote: post #393

Earlier quoted context omitted.

tester756[0] Proposed MAGMA as the successor for FAANG. I'm still waiting for it to happen. MAGMA: Microsoft, Apple, Google, Meta, Amazon. [0]. https://news.ycombinator.com/item?id=29278804

Google is Alphabet. It's MAAAM, and sounds like Cartman.

For most intents and purposes, it's also true that Alphabet is Google. (Youtube is also part of Google.)

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

#486

Post by deadbunny »

unbanned wrote: post #459
ordinaryradical wrote: post #442

Earlier quoted context omitted.

Whaaaa? What does “pro paedophile tendencies” even mean? Can you give concrete examples of this? I’ve never heard this accusation before…

There's really odd undertones in a lot of Netflix shows Big Mouth (a cartoon) is about child sex Emily in Paris, character lead has sex with a 17yo on screen. There are more, I just can't bring them to mind at the moment. Perhaps I should begin to document them. Hmm... Black Mirror (the Netflix episodes) had child sex in, End of The Fucking World had child sex in it; although both with negative consequences so poor e…

Big Mouth is a show about puberty with awkward teenagers discovering their sexuality and fucking cushions.

Not quite sure how that's pedophilic. Not any adults being attracted to kids. Just horny teenagers being horny teenagers.

Not seen Emily in Paris so I can't comment.

And you already covered EotfW and Black Mirror showing its a bad thing.

Not sure I'd call that pedophilic either unless simply touching the subject of pedophilia is somehow "promoting" it.

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

#487

Post by jrsj »

mrshadowgoose wrote: post #387
jrsj wrote: post #173

Earlier quoted context omitted.

Google to me seems to be the one with the worst execution at the moment. For all of their spend in various areas when is the last time they’ve had a win? Their core business is still strong but they seem to have lost their ability to innovate. That alone makes their decline seem inevitable to me even without considering external forces

Totally agree that the pace of innovation in their core business seems to have stalled. However, I'd argue that Waymo (Google subsidiary) is leading the pack, by far, in terms of self-driving capability. Not only do they have publicly-usable self-driving vehicles on the road today, they are also testing autonomous trucks for freight. Both of these industries are worth multiple 10's of billions/year in the U.S. alone.

Waymo may be ahead but I’m not sure that’s good enough by itself. The largest manufacturers are all working on their own self driving systems. If Waymo software ends up shipping with Nissan, Jaguar/Land Rover, and Volvo products, that’s still a fairly small portion of the market. They might have some success as a robotaxi business but there will be a lot of competition there as well and likely thin margins for companies that can’t achieve significant vertical integration (Tesla, GM, Ford, VW, etc)

I agree this is definitely their biggest opportunity, but it may be more difficult to achieve mainstream success with it than it seems.

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

#488

Post by polio »

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…

FB is declining in America, but only technically and in terms of user count. It's more than made up for by increasing user monetization and growth in the rest of the world.

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

#489

Post by FridgeSeal »

thot_experiment wrote: post #31
artemonster wrote: post #15

I have loads of friends who started to cancel their netflix subs and went back to piracy because they grew tired of searching for a way to watch something legally. Now its disney, hbo, prime, whatever. Screw all of this.

yeah pretty much, I've even found myself pirating things that are actually on the services I pay for because playing a file is just a better user experience I also find collecting to be satisfying, there's something nice about knowing that Netflix can't just decide to take Arcane away from me

Other advantage of piracy is that you can actually get the quality you want.

In Australia I can’t get anything better than 1080 for some unknown reason, it’s not because it doesn’t exist in higher quality - torrent sites often list 4K resolution files. Presumably it’s the potato-quality internet in this country.

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

#490

Post by ghaff »

MarkLowenstein wrote: post #484
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.

This. For a firm with all these supposed high-performers trying to discover and cater to my viewing habits, they sure had a hard time figuring out that I never chose their "original content" that they were shoving in my face all the time. I dropped them in 2020.

There was this storyline that data was going to replace lunches with authors, pitch meetings, and a lot of other creative activities. It's mostly been BS. And recommendation engines barely work at all 10+ years in.
Post reply on HN