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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?

#531

Post by poulsbohemian »

epolanski wrote: post #523
poulsbohemian wrote: post #508

Earlier quoted context omitted.

>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 abo…

It is very hard for me to imagine a world in which Google isnt the default search provider for almost the totality of people outside China or Russia. I don't think I even see my tech-aware colleagues using anything else except the rare unicorns with duckduckgo. I just can't see putting netflix and google search in the same basket.

See the comment lower down in this thread: >Google Search is beset from all sides right now. Their search results are terrible and people are looking for alternatives. They’re definitely at or past the peak of that product lifecycle.

Note the discussion not just here on HN but across several channels over the past 48 hours about how bad Google Search results have become. Personally, apart from a Google Business page I don't use any other Google products and haven't in years. Their product track record is poor and their search quality has slipped. Given another 5-10 years, I don't find it difficult at all to believe that someone like Apple, if they wanted to replace Google entirely as the default search on their device, couldn't make significant headway in search market share.

Sure, Netflix and Google aren't the same here - that wasn't my point. My point was simply in reference to the previous poster's comment about "too big to fail." The past 100 years of the stock market is littered with companies that were deemed unstoppable leviathans.

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

#532

Post by fhd2 »

cogman10 wrote: post #276
nr2x wrote: post #239

Earlier quoted context omitted.

That said, until other streaming services entered the scene I didn't appreciate exactly how good Netflix's engineering is. The only service comparable is YouTube, but even then, Netflix has much higher quality. HBO Max has a great content library, but barely works.

No doubt, Netflix has optimized content delivery better than pretty much anyone. They spend all the right time in all the right places to get media the plays well and looks good on pretty much every device and any bitrate. They are leaders in video codecs and encoding. Everyone else have been learning, slowly, the lessons Netflix learned years ago. Is anyone else even doing a program like OpenConnect? https://opencon…

Pretty subjective, but I find Disney+ quite superior to Netflix in both quality of the streaming and UX - two areas I'm surprised a "non-tech company" can win in. Seems to me like the tech part (anything but the content, really) is actually a commodity already.

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

#533

Post by eclipxe »

andrewflnr wrote: post #238
kkcorps wrote: post #68

Earlier quoted context omitted.

Do they really? It seems to be blown up by media. Talented people are still applying in droves for a job at FB. The competition has definitely increased with good options out there for candidates but hiring trouble is bit preposterous.

I guess I could be wrong, but I remember reading that they were having to give even higher offers than other SV companies. That indicates a real, widespread reluctance to work there.

They have always paid top of market - in the early days it was to hire from Google it seems - who at the time was paying top of market.

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

#534

Post by akimball »

zingplex wrote: post #250
roca wrote: post #186

Earlier quoted context omitted.

MAGMA is my favourite string currently.

If you're changing a letter in the acronym from F (Facebook) to M (Meta), it is inconsistent to not change G (Google) to A (Alphabet).

Not if you are using exchange tickers

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

#536

Post by lkrubner »

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.

Yes, for the last few years, every time I logged into Netflix I was stunned at poorly they seemed to understand me. Heist movies, murder mysteries, drug cartels fighting, stuff I never watch, and this was the majority of the stuff they showed. Recently I spent 20 minutes looking for something to watch, but I couldn't find anything at all that looked interesting. I thought that was so shocking, I decided it was time to cancel Netflix. So I finally gave up my account. There is an abundance of good material I can watch elsewhere.

But the main question is, why can't Netflix write a recommendation engine that actually shows me something I want to watch?

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

#537

Post by bawolff »

alphabetting wrote: post #420
bawolff wrote: post #410

I think google. FB is the obvious one, but they see the writing on the wall and are making plans. I think google is the one that has been complacent but doesn't realize it, so its the one most likely to fail. Its also the only one without effective competition, which is all the more reason it will be taken by surprise.

Or there's a reason that their competition is effective. Search is impossibly hard to pull off.

Oh i definitely agree. But it just means when someone finally does find a way to effectively compete they won't know what hit them.

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

#538

Post by ModernMech »

b9a2cab5 wrote: post #505
ModernMech wrote: post #477

Earlier quoted context omitted.

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 Nilfgaard…

> Okay, so if Jason Momoa was the one who auditioned best for T'Challah you would say that's a good casting?

I would say Black Panther is a story about blackness. The blackness of the main character is kind of the point of the whole thing, it’s even in the title. This is not true for the Nilfgaardians. There is no race component here to that story, so why does race need to be explained? Why don’t any other characters have to explain what makes them unique from the rest?

There is a parallel here I would like to draw. Growing up my class was all white, except one black kid. In a whole school of almost 1000 kids. I noticed he had to justify his existence a lot. People would ask him why he was there — as if he was lost or something. He was there because he lived in our community, and that’s really all there is to it. Nevertheless he had to have a reason to be at the school, while none of us did. It wasn’t enough for him to just exist.

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

#539

Post by potatoman22 »

ghaff wrote: post #497
FractalHQ wrote: post #492

Earlier quoted context omitted.

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)

Altered Carbon is good

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

#540

Post by raydev »

bamboozled wrote: post #465
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…

As if Facebook is the #1 place to find restaurants, it's Google for sure.

My mistake, I didn’t mean it’s the place to discover new restaurants, but it’s the best way to get the latest menu, latest hours, and speak directly with the owners through Messenger. Quite often the FB page is more up-to-date than the websites they own.
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