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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?

#501

Post by rmccue »

imgabe wrote: post #470
dexterdog wrote: post #461

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…

> the original content from Netflix, Prime, et al is available globally and the legacy content is not

This is not always true, and it depends on the nature of the “Original”. There’s really two classes: Originals fully owned by Netflix, and ones produced in partnership with a traditional TV network. The latter are branded as Netflix Originals everywhere except their home country (where they are carried by the local network instead).

> On Prime the only things available outside the US are Amazon Originals.

This isn’t true; the UK also has a lot of licensed content, if you have Prime in the UK. My understanding is they do in other markets where they offer Prime as well, but you only get access to the full library when you’re in the region where you have Prime, unlike Netflix.

That may be part of their content licensing, but that could also be a commercial decision by Amazon. (eg I also don’t get other Prime benefits from Amazon.de with my .co.uk Prime subscription.)

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

#502

Post by deadbunny »

dwmbt wrote: post #80
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.

if you choose to go this route, jellyfin is a great privacy-respecting media server. plex is great, but requiring an email or third party account on a self-hosted app is just weird.

Also Plex logins require their infrastructure to be up. If it's down you can't log into your self hosted app.

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

#503

Post by jrsj »

wayoutthere wrote: post #469
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?

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 exactly. They use progressive language to create this image for themselves and their role is only to serve as controlled opposition and prevent any challenge to the current economic order from occurring.

Being a Democrat these days is like being in a “union” that your bosses set up just to try and convince you that you had representation when they were deciding what you were going to “win” from “organizing” ahead of time.

This is why I dislike propaganda aimed at supporting them in television etc. No matter how nice the individual thing sounds, it serves to reinforce this institution who’s only mission in life is to fuck you over and continue extracting wealth from you and your family.

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

#504

Post by 2OEH8eoCRo0 »

Facebook. Zuckerberg told investors that it will take awhile before heavy investment in metaverse bears fruit.

What if they miss?

It feels weird to say this but I'm still wearily rooting for them.

Bonus- I think that Microsoft is least likely to decline. Just look at that stock trend line.

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

#505

Post by b9a2cab5 »

ModernMech wrote: post #477
b9a2cab5 wrote: post #462

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. 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.

Okay, so if Jason Momoa was the one who auditioned best for T'Challah you would say that's a good casting? Because I would say having the supposed leader of a kingdom of black people look completely different from all the people in that kingdom is really poor casting.

> Why are you assuming her blackness means she must have been shoehorned into the role?

Perhaps because every other Nilfgaardian is white. If Nilfgaardians were a mixture then it would be a good casting. Just like if all Nilfgaardians were black then casting a white person as Fringilla would also be garbage casting.

You are free to assume in your fantasy world that outside appearance has no impact on story telling in a TV show but I and many others in the Witcher fanbase have opinions to the contrary.

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

#506

Post by dougmwne »

jonathankoren wrote: post #471
dougmwne wrote: post #352

Earlier quoted context omitted.

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...

Massive supply shortages on other consoles lead it to be the #1 seller on Amazon throughout December. Unfair fights are the best fights.

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

#507

Post by jasonpeacock »

b9a2cab5 wrote: post #454
ketralnis wrote: post #451

Earlier quoted context omitted.

> You don't cast a British person as a Hispanic character in Narcos But they aren't British nor Hispanic. They're Nilfgaardian and Elves. If you have some idea in your head about what that means for skin colour, it's clearly not the same idea that the writers do.

> 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.

There are black elves (e.g. Dara) in the Witcher series.

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

#508

Post by poulsbohemian »

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…

>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.

Yes each of these has enough of a war chest that they could drift along for a decade + several have ownership structures where there wouldn't be market pressure to remove the C-level / board if that happened.

That said... each of these has weaknesses. I think about Microsoft (the one missing from the list that rightfully belongs there...)... they came out of their lost decade a very different company. Their stock price barely moved for that entire time, though has since rebounded. It's not that hard to imagine that Netflix is just one of many streaming studios in another 5-10 years, or that people might be just as willing to turn to another search provider than Google. Facebook seems to be acutely aware that its core big blue app is seen as a baby boomer thing and that it had better do things to stay relevant to another generation. So - too big to fail? Maybe, but then again we could ask GE, GM, and Ma Bell that same question once upon a time.

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

#509

Post by ghaff »

rurp wrote: post #498
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.

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 qua…

They'll be a studio with a streaming platform. One that is perhaps better than average. Which implies the engineers will be the help on-par with the other studios with streaming platforms. If content is the differentiator why overspend on the platform?

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

#510

Post by delhanty »

Schrödinger's Apple because China's inevitable re-unification with Taiwan will take the U.S.-China cold-war to the next level ( assuming that there's not an actual short, hot war, which, IMO, the U.S. would loose unless it used its nukes), the box will be opened and Tim Cook will be forced to choose whether Apple's loyalties with the U.S. or China. We could even see a rogue Apple China de-merge itself somewhat like happened with ARM [0].

[0] https://www.iotworldtoday.com/2021/09/08/arm-loses-china/

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