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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?

#511

Post by KptMarchewa »

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…

>given the resources spent on it their UX is pretty bad

I think all of those companies fall into common problem of falling deep into A/B test local maximum. It's impossible to rework entire site at once, especially for an A/B test.

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

#515

Post by helloworld11 »

The emotional favoritism in these poll results is laughable so far. Everyone and their cousin on HN loves to shit on Facebook, so lo and behold, it gets the worst ranking, followed by Google. Apple, despite a number of very consumer-hostile choices, is barely considered a potential failure. I would assume that those voting would choose based on a rational analysis derived from their personal knowledge of tech trends, instead of simple personal dislikes. Oops..

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

#516

Post by bdcravens »

imoverclocked wrote: post #191
bdcravens wrote: post #57

Earlier quoted context omitted.

We literally went back to cable because other than the ideology, it wasn't beneficial. For the streaming services I do want, I can actually order then through Xfinity and keep things simple.

I recently stayed somewhere with cable and relatives were watching content for the holidays. I was reminded of just how obnoxious having 30+ minutes of ads for 1.5 hours of content is. I’d rather just not have any content.

I agree it's not perfect. I was just tired of having to train an ML model and spin up a 24-node Kubernetes cluster just to figure out what services I needed to watch the particular combination of shows my wife and I like.

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

#517

Post by thebigman433 »

ews wrote: post #24
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.

Same. We are back in the TV bundle channel era, unfortunately.

Is it even close to that? You can bundle a ton of services and still come out cheaper, plus you avoid ads. The biggest difference is also that you can mix and match services at will, so if you arent using one, you can just drop it for a few months.

Its significantly better than cable TV still. I also dont get people reminiscing about one streaming service dominating, we shouldnt be wishing for monopolies. Everyone coming out with their own platform should drive up competition and give us better quality services

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

#518

Post by chillacy »

asveikau wrote: post #386
psyc wrote: post #356

Earlier quoted context omitted.

Well, when I left in 2010 it was extremely true. Not even remotely in the ballpark. According to Levels.fyi they pay about 50% more now, but still less than any FAANG.

My impression when I was at MS was that they hire you at a competitive market salary, and their HR claims to do surveys and keep your yearly increases in line with market rates, however it seemed pretty easy for increases to not keep pace with market rate increases, in part because the market rate has increased pretty steadily lately. I don't think they're the only ones with this issue. Job hoppers can get bigger rai…

The important metric is what percentile of the market band each company targets. The word on the street (blind) is that MS pays median to 60th, while G/FB pay at 90th percentile. Granted with how MS stock has performed from 2016 and onward, actual compensation has been pretty good, depending on when someone joins.

https://www.levels.fyi/?compare=Google,Facebook,Microsoft&tr...

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

#519

Post by epolanski »

jrsj wrote: post #280
RandomThrow321 wrote: post #222

Earlier quoted context omitted.

You can't think of any times they've had a win? They saw the largest growth of any FAANG in the past year. What about cloud and devices (pixel, nest, stadia, Chromecast, etc.)? They made 22 billion just on "other" bets in 2020. With some of their big bets in custom SoCs, waymo, verily, and all of the research that comes out of it (especially in ML) are certainly interesting, I don't think any other companies are inno…

For starters just looking at growth in the past year is very favorable for them, but look at the past 5 and they’re the weakest aside from Facebook and by a relatively small margin. Almost all of their growth has been post-COVID, so it’s hard to say whether that trend will hold. Personally I expect them to return to the slower growth they had pre-pandemic as to me it doesn’t seem like anything core to their business…

I think you underestimate stadia. I don 't use it myself, but know a lot of people playing on it and highly recommending the experience.

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

#520

Post by bcrosby95 »

scottlamb wrote: post #249
throwawayboise wrote: post #211

Earlier quoted context omitted.

Does anyone use it? I am thinking that people are so accustomed to immediate online gratification that waiting a day or three for a DVD in the mail is just not something a lot of people will do anymore. That means you are going to have to think ahead about what you want to watch, and plan a time to do it, rather than just flopping down on the couch and surfing to find whatever catches your eye. And many people don't…

> Does anyone use it? I think film students and the like. It's become a niche product, not a mass-market one.

Part of why it's niche is they basically abandoned that line of business. Remember that they even tried to spin it off into its own separate company, and only changed their minds after a huge backlash.

Many companies fail to adapt and stick with old business models. Netflix did the exact opposite and took their dvd business behind the barn and shot it in the head.

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