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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?

#631

Post by ryandrake »

dougmwne wrote: post #347
berberous wrote: post #115

Earlier quoted context omitted.

My two cents is that people are dramatically under-weighting the possibility that Zuckerberg is a visionary with his AR/VR plays. I am extremely bullish on FB solely because of that. I think people will be as wrong about his VR plays as they were about the Instagram acquisition.

Agree with you there. You've got a founder led company making visionary plays that have every appearance of being on the right track. The Quest is not just a tech marvel, it was also the best selling game console this Christmas. The overall vision will take a few more hardware iterations, but has huge potential to replace smartphones, laptops, game consoles and offices. At this very moment there's another comment thr…

VR has been just around the corner for at least 30 years. I remember experiencing my first VR demo in 1997, complete with the gushing marketer convinced that the new age of VR was finally upon us, and this was long after the failed "VR pods" of the early 90s. The argument has always been "The technology is finally real-enough looking and believable! VR is now inevitable!" I argue that VR is not held back by graphic realism, input latency, or lack of content, but the form factor itself. Too few people want to strap something to their face which entirely takes over vision and hearing and then stumble around awkwardly flailing their limbs and hoping they don't run into anything. This fact hasn't changed since the earliest days of the technology.

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

#632

Post by rurp »

bern4444 wrote: post #581
rurp wrote: post #498

Earlier quoted context omitted.

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…

What do you have issue with in Netflix's UX? Is it on the discoverability side or the watching side? Watching is a seamless experience IMO - It really does just work, all the buttons and responses are perfect.

The viewing controls when watching a show are fine for me, but everything else is awful.

The UI constantly shuffles around, having to hunt for my list or currently watching shows is particularly annoying.

Incessant autoplay that couldn't be disabled for years, and still can't be in all cases.

Awful controls for browsing content. The categories are meaningless and constantly changing.

There's no way to find new shows I'm likely to like within the app. They refuse to have any sort of objective ratings and the custom ones are unbelievably bad, even after years of watching. I have to go to outside sources any time I want to find a new show.

I could go on. Prime gets a lot of criticism for their UX but I actually much prefer it to Netflix's. At least with Prime the ratings have some signal and the layout is simple and consistent. It's not pretty but at least it doesn't go out of the way to annoy me, which is just fine with me. Amazon has probably spent far less on their UX but has a better result.

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

#633

Post by webmaven »

cstejerean wrote: post #440
HWR_14 wrote: post #384

Earlier quoted context omitted.

Iirc, Nintendo has too many large shareholders to ever be acquireable. How they let Disney and Amazon purchase Marvel, Star Wars and Paramount for around 5 billion a piece without jumping in I'll never understand.

Although I don’t think that the Marvel IP would have been as valuable in Netflix’s hands. Compare all of the early Marvel shows on Netflix compared to what Disney has done with the MCU.

> Although I don’t think that the Marvel IP would have been as valuable in Netflix’s hands. Compare all of the early Marvel shows on Netflix compared to what Disney has done with the MCU.

I'm not sure what you're comparing. Netflix's Jessica Jones, Daredevil, and Luke Cage were standouts. WandaVision and Loki are certainly flashier, but are they really better shows?

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

#634

Post by freebee87 »

The market cap of these companies is:

Amazon - $1.5 trillion

Netflix - $260 billion

Apple - $3 trillion

Google - $2 trillion

Facebook - $1 trillion

Anyone who thinks facebook (i.e. meta) is going to drop can buy put options. the $150 put 2 years out is selling for $5 so if you buy 100 for $50K - When the stock falls you will have enough money to buy a house

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

#635

Post by ce4 »

thehappypm wrote: post #626
drusepth wrote: post #556

Earlier quoted context omitted.

I was living in Ireland for a little while and wanted to watch Game of Thrones. At the time, piracy was literally the only possible way to watch it; there was no legal avenue whatsoever (including purchasing cable from HBO, etc) that included it. I still haven't seen Game of Thrones.

That’s crazy. Would a VPN work? I think it would have for me, since my show was available in the UK, but I was not really into buying and setting up a VPN when my wife wanted me to just find the damn show.

VPNs and cloud services' IP ranges are mostly blocked nowadays (by AS number and so on). You can setup your own wireguard vpn running e.g. on a Raspberry Pi on someones cable Internet, of course.

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

#636

Post by hanley »

ripper1138 wrote: post #404
dougmwne wrote: post #319

Earlier quoted context omitted.

Have we all really been parroting Jim Cramer all these years? That's really quite sad.

Why sad? He’s a smart guy and his show is great for lots of retail investors.

I think you meant he's a TV personality and his show is great for entertainment.

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

#637

Post by trynumber9 »

helloworld11 wrote: post #515

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,…

Apple has a loyal customer base and is designing some of the most amazing silicon to come out of Silicon Valley.

Meanwhile, Facebook's greatest strength is quickly copying or buying their promising new competitors. Somehow that seems like the strategy of company trying to prevent hemorrhaging. And it doesn't seem likely to scale long term now that they're on government radar.

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

#638

Post by 35fbe7d3d5b9 »

dexterdog wrote: post #499
35fbe7d3d5b9 wrote: post #425

Earlier quoted context omitted.

I'm not sure who downvoted you, but I cannot agree more. For giggles, I just went ahead and priced this out: One-time costs: * Plex Pass: $80 * NZB indexer access: $10 (for 2 or 3) Ongoing monthly costs: * File server (three-year deprecation): $55 * IPTV: $15 * Unlimited Usenet account: $3 This took an afternoon of setup, but has just worked since. Heck, the other day I discovered a new season of a show had apparentl…

Drop the plex cost and use jellyfin

I bought a one-time Plex pass, so there's no ongoing cost. I've yet to see any significant reason to change away from it yet. Is Jellyfin better beyond the price?

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

#639

Post by 35fbe7d3d5b9 »

donkarma wrote: post #615
35fbe7d3d5b9 wrote: post #425

Earlier quoted context omitted.

I'm not sure who downvoted you, but I cannot agree more. For giggles, I just went ahead and priced this out: One-time costs: * Plex Pass: $80 * NZB indexer access: $10 (for 2 or 3) Ongoing monthly costs: * File server (three-year deprecation): $55 * IPTV: $15 * Unlimited Usenet account: $3 This took an afternoon of setup, but has just worked since. Heck, the other day I discovered a new season of a show had apparentl…

Where do you get Usenet for that cheap?

I was wrong – it was $3.99, so $4 :)

I picked up Thundernews when there was an "unlimited for $4" sale going on, and have used it ever since. Keep an eye out for their sales, because they don't seem to expire them. They resell UsenetExpress so pick up a block account or two from another provider for fills as always.

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

#640

Post by aldebran »

rurp wrote: post #629
aldebran wrote: post #587

Earlier quoted context omitted.

I think their UX is intentionally user hostile to keep you from realizing there’s not much to watch. That and showing random trailers hoping you like one of them.

Oh God, the autoplay... That one "feature" did more than anything else to push me onto competing platforms.

Tell me about it. And there are some obnoxious ones. I’m browsing my library to pick something to watch late at night. Some horror trailer starts and scares the kids… great! Now I need to wait to pick a movie. Essentially movie watching time is spent just picking something.
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