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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?

#491

Post by city41 »

PopAlongKid wrote: post #326
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…

> It's still the #1 place to find restaurants, Yelp > buy/sell used items, Craigslist or Patch > neighborhood groups Nextdoor I've been an FB user for ages, and don't use it for any of the things you list. Mostly just staying in touch with distant relatives, school chums and professional colleagues that I know socially, and a few special interest groups. I only log in to FB maybe 2-4 times per week, for less than an…

Facebook is just shy of 3 billion monthly active users. More than one third the planet's population. If ever there was a company that anecdotal evidence doesn't work, it'd be this one.

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

#492

Post by FractalHQ »

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.

Some of my favorite works in the past few years have been Netflix originals. You might want to consider giving them another chance! They’ve got some of the film industries most talented minds working on them.

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

#493

Post by BlackSwanManZ »

b9a2cab5 wrote: post #444
ketralnis wrote: post #424

Earlier quoted context omitted.

> characters have been changed ... Yennefer is no longer a mature, smart person but now is a stereotypical "I'm a strong independent woman" character that has the personality of a 15 year old. Triss is completely different from the books and game That doesn't sound like wokeness, it sounds like a character change that you just don't like. Fair enough, but it's not wokeness. > Fringilla magically changed to be black e…

> There's no sense in which they are black except for the literal colour of their skin That's the _point_. The writing is completely unrelated to the actors being black. They were casted as black people because the writers/producers wanted black people for the sake of having black people on screen. If there was reference to black culture or some sort of backstory then it would be a _justified casting_ and I wouldn't…

>You don't cast a British person as a Hispanic character in Narcos.

YYou realize in Narcos they cast a Brazilian actor to play Pablo Escobar a famous Columbian. The actor had to literally learn Spanish for the role and despite his best spoke with an obvious Brazilian accent. Besides Pablo, numerous other characters were played by actors who, while native Spanish speakers are not from Columbia and you can tell by their accent. You literally couldn't have picked a worse example to make your point.A

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

#494

Post by jrsj »

jrsj wrote: post #360
KerrAvon wrote: post #312

Earlier quoted context omitted.

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…

In fact now that I think about it the only jokes I’ve heard about the opioid crisis have basically amounted to “lol white people are dying and they deserve it” despite the fact that this shit is killing everyone. So-called journalists have written about it with the same sentiment — white people didn’t have compassion during the crack epidemic and they don’t deserve any now.

That’s a pretty good example of popular media using racial antagonism to divide & conquer the working class.

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

#495

Post by shbooms »

pcthrowaway wrote: post #210
shbooms wrote: post #166

Earlier quoted context omitted.

>There was never a time when you could name a film and expect it to be on Netflix to stream. That's not what your parent comment was suggesting. It was saying that Netflix's streaming collection was the same as Blockbuster's physical DVD collection, which was big but not unlimited (i.e. "every film you can think of")

The GP comment referenced the netflix "subscription", not streaming. Netflix used to have the content brought to you on DVD if it wasn't available to stream.

They actually still offer the DVD service which has a much broader selection (basically any and all new releases just like RedBox plus a lot of stuff from the past 20-30+ years) but it's basically a stand-alone service now that costs between 7.99 - 14.99/month depending on how many simaltaneous DVDs you want to have out and the format (DVD vs Blu-ray)

https://dvd.netflix.com/Movies

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

#496

Post by imgabe »

dragonwriter wrote: post #483
imgabe wrote: post #481

Earlier quoted context omitted.

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.

Yeah, the thing is consumers don't care. They'll watch the content that's available. And as time goes on, that's what they'll know, what their kids grew up watching, and what they'll look for. The stuff that wasn't available they're not going to care about.

You can't convince me that, say, Warner Bros doesn't have sufficient leverage to wrest their online streaming rights away from some Bulgarian movie theater chain or whatever. I mean, come on.

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

#497

Post by ghaff »

FractalHQ wrote: post #492
MarkLowenstein wrote: post #484

Earlier quoted context omitted.

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.

Some of my favorite works in the past few years have been Netflix originals. You might want to consider giving them another chance! They’ve got some of the film industries most talented minds working on them.

Examples? I haven't mostly seen them although I do subscribe. I could name at least two shows on Apple TV+ (which is rarely discussed) that I consider better than anything on Netflix of late. (For All Mankind and The Morning Show)

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

#498

Post by rurp »

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.

To add to this, given the resources spent on it their UX is pretty bad and I don't think their data scientists are giving them much if any edge over the competition at this point.

Features such as only using company generated ratings, aggressively cancelling shows, and the lack of ability to browse/sort/filter the catalog, in favor of Netflix pushing the recommendations they choose on users, is probably great for quarterly KPIs but bad for long term customer satisfaction.

Netflix is of course already a behemoth and not going anywhere but I expect their future to be much more of a generic media company than an elite tech company.

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

#499

Post by dexterdog »

35fbe7d3d5b9 wrote: post #425
Loughla wrote: post #205

Earlier quoted context omitted.

>but are they better than pirating? Absolutely not. I am absolutely confident of that statement. One box of drives, a small machine to act as a Plex server, and VPN is all you need. Pre-made, high quality tools exist to automate everything. It's almost completely friction-less. Pirating is easier, better, and faster now than it has ever been. The push to splinter streaming services is only speeding up its adoption, a…

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 apparentl…

Drop the plex cost and use jellyfin

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

#500

Post by r00fus »

monkeybutton wrote: post #137
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…

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.

I used to think this 5 years ago. I would have bet against them lasting 5 years back then, but they're still the biggest platform out there still now.

Headwinds for sure (Disney, Amazon, Apple!) but they seem to have made the right calls so far.

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