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

news.ycombinator.com

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

#541

Post by warner25 »

pphysch wrote: post #206

Apple is my vote. It's very easy to be a tech professional who uses a lot of tech in my free time and never rely on, interact with, or even think about Apple products beyond users that may be using them. Therefore, it's easy for me to imagine a world where Apple just doesn't exist, and not because some unknown competitor rises up. However, I don't think that is particularly likely.

This is an interesting point. Besides making a few $1 purchases of songs or podcasts with iTunes (which I haven't done since 2018), I've never been an Apple customer. It hasn't taken any special effort to avoid them, either. But I'm struck by two things in Apple's favor:

(1) I keep hearing fantastic things about their new M1 processors and laptops, and it actually has me slightly interested in Apple for the first time in my life, so that's impressive.

(2) Just the extreme loyalty among people who are Apple customers.

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

#542

Post by zingplex »

akimball wrote: post #534
zingplex wrote: post #250

Earlier quoted context omitted.

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

Isn't Meta still trading under FB, leaving you with FAANG?

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

#543

Post by LilBytes »

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, I'm one of them. I now donate to the developers of the *aar web apps instead.

I had Netflix and Prime till recently in an effort to promote the defragmentation of streaming services as a show of unity but, its getting worse. And these guys do not need my money while the service they provide gets worse and worse.

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

#544

Post by tgsovlerkhgsel »

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 seems to simply become the next entertainment giant, like e.g. Disney or major film studios.

Apple will still have their hardware business.

Amazon's AWS business is unaffected by their online shopping platform business.

Facebook is facing a reputation crisis that is also causing regulators to come down on it hard, and beyond the many well-justified criticisms, many also use it as a scapegoat and a punching bag for politicians to show off. That's not a good position to be in.

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

#545

Post by heavyset_go »

lkrubner wrote: post #536
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.

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 t…

Because they can't get the rights to stream anything you'd actually want to watch, and they think they can trick you into accepting their catalogue and continuing to pay them away.

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

#546

Post by nr2x »

addicted wrote: post #321
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.

Have you used HBO Max recently? Aside from the first month or so it’s been nearly flawless for me across a variety of platforms (Roku/Chromecast/iPhone). And the first month pains were very clearly because it was rushed out to time it with the release of certain IPs during the pandemic.

Use it regularly, and nearly always wish same content was on Netflix due to really awful compression artifacts I never see on Netflix.

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

#547

Post by Tiktaalik »

Netflix is the odd duck here in that being a content company, they don't have a repeatable business model.

They depend on hits and one hit does not guarantee a follow up hit.

Like any film production company or games company, if they start repeatedly investing into big budget content that bombs, they will rapidly run into trouble.

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

#548

Post by pphysch »

warner25 wrote: post #541
pphysch wrote: post #206

Apple is my vote. It's very easy to be a tech professional who uses a lot of tech in my free time and never rely on, interact with, or even think about Apple products beyond users that may be using them. Therefore, it's easy for me to imagine a world where Apple just doesn't exist, and not because some unknown competitor rises up. However, I don't think that is particularly likely.

This is an interesting point. Besides making a few $1 purchases of songs or podcasts with iTunes (which I haven't done since 2018), I've never been an Apple customer. It hasn't taken any special effort to avoid them, either. But I'm struck by two things in Apple's favor: (1) I keep hearing fantastic things about their new M1 processors and laptops, and it actually has me slightly interested in Apple for the first tim…

Both 1) and 2) are testaments to the effectiveness of Apple's marketing/propaganda, which has historically been their strength. Steve Jobs was a marketing genius.

The M1 may be a nice processor, but do people actually need a nicer processor? Before the M1, were iPhone users really going "gee I really could use more cores"?

Sure, faster tech is always better, but I'm of the position that the M1 craze is >95% marketing propaganda and Apple enthusiasts definitely want to believe that Apple is constantly innovating and ahead of the game. And there are a lot of them, notably on HN.

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

#549

Post by skybrian »

ch4s3 wrote: post #528
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…

> * Amazon is about to enter a decade of unionization all over the world. World wide is probably too strong a claim, but I think here's something to this. However, I think this would work in Amazon's favor. It would make warehousing quite a bit more expensive and would be a significant barrier to competitors. AWS provides them with deep pockets, and the have a huge advantage in logistics so I think they could eat the…

I agree, especially if by "huge advantage in logistics" you include things like warehouse automation. If everyone is paying high wages then it seems like whoever automates the most will do well?

https://www.bloomberg.com/news/features/2021-09-21/inside-am...

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

#550

Post by 46756e »

Kinda shocked Facebook is past Netflix.

I realize Facebook isn’t very popular right now, but all I see usually is people talking about how bad Facebook is, while the browse their Instagram and talk on messenger.

Not saying you can’t hate the company for what it is, but seems like so many people are calling for the end of Facebook while being it’s most dedicated users.

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