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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?

#571

Post by efficax »

dhosek wrote: post #295
cam0 wrote: post #179

Earlier quoted context omitted.

True, but Netflix has gotten really good at this over the past 10 years. They create/fund some great content (and a lot of mediocre/bad content) - kind of similar to a VC fund now that I'm writing this out. They're an integral component of the entertainment industry now.

I was thinking as I was leaving the movie theater over the weekend and saw a poster for some movie billed as an Amazon Studios production that Google and Facebook are the only ones in the FAANG who aren't producing TV/movies. It will be very interesting to see how that progresses over the next decade. I want to believe that the data-driven approach that Netflix and Amazon have taken with their productions won't be th…

Incredible how quickly Facebook TV and YouTube TV have been forgotten

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

#572

Post by _-david-_ »

arcticbull wrote: post #60
ecshafer wrote: post #25

Facebook is currently ahead, but I wonder how much of that is perception. There is a lot of media about how Facebook is evil, but that is mostly from a pretty small circle of media and political people, that Facebook is naturally in opposition to. Facebook also owns instagram and whatsapp as well. But everyone over 30 I know uses Facebook, heavily. Instagram is also used very heavily. Amazon has threats from other E-…

Unionization is no threat to Amazon. Their margins and hence their shareholders maybe (briefly), but that's just fine and won't affect their ability to be successful. It'll also push them towards further automation on the medium and long term time horizons. That would in turn alleviate a lot of the governmental attacks and bad press. I can't think of anyone who hates Amazon the service - they hate Amazon the pee-bott…

>I can't think of anyone who hates Amazon the service

I don't like the destruction of smaller companies. Why go with a smaller company who is going to charge more for the product, quite probably charge for shipping, all while taking longer with the shipping?

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

#573

Post by BbzzbB »

TrackerFF wrote: post #418
irrational wrote: post #398

Earlier quoted context omitted.

Netflix only has about 200 million subscribers. That is astonishingly small (IMHO). Though, I'm not a subscriber, so it probably shouldn't surprise me, but it still does.

I don't know, that's about 2.5% of the worlds population. All paid subscribers. Haven't checked out their financials, but are they making money yet?

Yet, in the US, they make less per paid subscriber than Facebook does per free user. There's also 3 to 4 times the amount of said free users as there are of those paid users.

Netflix's first free-cash-flow positive year was 2020. A measly $2B, less than 10% of Facebook's (the least cash flowing FAAMG).

Netflix is a big company, but not in the same league as FAAMG.

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

#574

Post by itisit »

drexlspivey wrote: post #445
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 the data science in the world can’t make up for the shitty Netflix content

Well said. So much of what they make is sheer drivel, all of it with that same sheen of value-oriented film/tv-making.

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

#575

Post by b9a2cab5 »

ModernMech wrote: post #538
b9a2cab5 wrote: post #505

Earlier quoted context omitted.

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…

> Why don’t any other characters have to explain what makes them unique from the rest

They do. Geralt has a huge back story that explains why he's ripped and has a bunch of scars and why every peasant is afraid of him. Yennefer has a huge back story that explains why she's beautiful. If they casted someone ugly as Yennefer then that backstory wouldn't exactly apply anymore would it?

> I would say Black Panther is a story about blackness

Let's use another example then. Narcos - if some Asian guy was the one who auditioned best as Pablo Escobar, would you think that's good casting? Narcos is clearly not about Colombian culture, it's about the War on Drugs. If all the random cartel members are casted as Latino but the leader is Asian you think that's good casting? Or if we look at House of Cards - what if you replaced Garret Walker with a Korean dude. You think that's good casting?

> why does race need to be explained

Because one character is different from all the other people in their supposed race (Nilfgaardian). If there was a character that was taller than everyone in their kingdom I'd expect that to be explained too. Or if the character was white and everyone else was not.

> Growing up my class was all white, except one black kid

That's great, but completely irrelevant in this case. You are trying to impose your own social justice values on a high fantasy TV show. Ironically I find it's always white dudes in their 20s and 30s that have this view of the world. I bet you're white, male, a millennial or Gen Z, you live in a big city, and you work in tech.

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

#576

Post by miiiiiike »

Facebook for social/political reasons

Google, for SE reasons.

I’ve never had as many issues with F/OSS projects than I’ve had with Google’s open source projects. Whenever I need a bug fixed I tell my girlfriend “I’m about to be treated like I’m dumb in a bug tracker.” It’s usually basic functionality that was documented years ago but never actually functioned properly. The fix is usually done behind closed doors by a Google employee in 1-n months and tossed back over the wall. Very little space for a non-Googler to contribute and employee maintainers seem to leave often.

The documentation structure used across projects is non-sensical as well. No next/prev, just “related” links. They actually brag about the doc process in their software engineering book.

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

#577

Post by yibg »

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.

Maybe the fantasy world of the Witcher is less racially divided than our world (and also seemingly how you see the world too). Why does it need to be that the nilfgaardians have to be one skin color? Why can’t they be multicultural like the US?

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

#578

Post by BbzzbB »

cptaj wrote: post #241
neogodless wrote: post #189

Earlier quoted context omitted.

What are Facebook products? And which ones are worthwhile? The only thing I could think of without cheating and using Google is the Oculus line. I'm not personally convinced there's a huge VR market, but there could be, and Facebook probably has the best product for this market. They aren't competing against the other megacorps listed in that particular market though, so I can't evaluate if they execute faster/better…

I bet he means like "Copy stories in instagram!" by "Products". I've heard a lot of social media devs talk about features as products. I'm guessing because that's how product managers see them in those orgs. I don't find it a very good definition. Implementing a feature is not a new product.

When north of a billion people use you Craigslist feature and your Snapchat copy feature spawns 3 business lines larger than Snapchat itself within each of your platforms, I think it's fair to call them products even if they live under existing products' umbrellas.

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

#579

Post by bfung »

tester756 wrote: post #158
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 has some of the worlds brightest minds in data science Which of Google, Facebook, Microsoft doesn't?

And even within that group, Deepmind is in a class of it’s own. TSLA FSD engineers also.

Everyone else are just making fancy spreadsheets.

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

#580

Post by redisman »

calvinmorrison wrote: post #59
missedthecue wrote: post #33

Earlier quoted context omitted.

I remember when a Netflix subscription was like having Blockbuster inside your living room. Now its mostly just Netflix originals which aren't necessarily bad but maybe not worth it's own subscription every month.

Clint Eastwood did like 90000 movies, why are there only like 3 on Netflix? That but for every actor. Its like on-demand now rather than a catalog you rent.

Yeah it’s funny I never watch movies on Netflix anymore. I need to rent or buy on Prime Video because the selection on Netflix is basically nonexistent
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