Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

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

news.ycombinator.com

Post reply on HN
Print view View original

651–660 of 660 posts

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

#651

Post by fellellor »

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 moment they put up a user reviews feature similar to steam, the entire platform would be exposed as the barren wasteland that it actually is. Most of the content is pretty substandard and not worth the time investment.

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

#652

Post by webmaven »

cstejerean wrote: post #641
webmaven wrote: post #633

Earlier quoted context omitted.

> 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?

I’m not saying those shows weren’t good, just that Disney has monetized the Marvel brand really well with a long streak of movies that are printing money, and sure a few shows to promote their streaming service. 4 out for the top 5 grossing movies of all time for Disney (adjusted for inflation) are Marvel IP. By comparison none of the Marvel shows on Netflix have been a commercial hit for Netflix. Looking at the list…

> Basically Disney is well suited to turn Marvel IP into dollars and Netflix just wasn’t.

Oh. Well, I can't argue with that, especially since Netflix almost certainly never had the necessary rights to develop a revenue stream from merchandising. There is probably no other company on Earth better suited to turning IP into dollars than Disney, especially since they've acquired Pixar, Lucasfilm, Jim Henson, Marvel, etc. Netflix has only started trying to make tentpole 'blockbuster' (irony intended) movies in the past few years.

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

#653

Post by spacechild1 »

Jorengarenar wrote: post #648
spacechild1 wrote: post #647

Earlier quoted context omitted.

Microsoft should have always been part of the Big Five. FAANG never made much sense.

Exactly! Although back in 2013 the criteria was: "totally dominant in their markets". AFAIK, Microsoft dominates only two markets (OS and office suites) and it's only if we limit ourselves to desktop; even then, it's not a total domination.

But which market has Apple ever been dominating?

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

#654

Post by Jorengarenar »

spacechild1 wrote: post #653
Jorengarenar wrote: post #648

Earlier quoted context omitted.

Exactly! Although back in 2013 the criteria was: "totally dominant in their markets". AFAIK, Microsoft dominates only two markets (OS and office suites) and it's only if we limit ourselves to desktop; even then, it's not a total domination.

But which market has Apple ever been dominating?

That was criteria for FANG. Via Wikipedia:

> Cramer expanded FANG to FAANG in 2017, adding Apple to the other four companies due to its revenues placing it as a potential Fortune 50 company.

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

#655

Post by seg_lol »

ipaddr wrote: post #116
seg_lol wrote: post #49

Earlier quoted context omitted.

Anyone can make a YouTube replacement now. They just own search for video and provide a consistent interface. Hosting and delivering and playing video files is a solved problem.

Cost of hosting a free video platform is not a solved problem. If it were we would see many many more video platforms

What if it wasn't yesterday, but it was today?

Your statement only makes sense if time was invariant.

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

#656

Post by dwighttk »

potatoman22 wrote: post #539
ghaff wrote: post #497

Earlier quoted context omitted.

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

… and canceled after 2 seasons…

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

#657

Post by dwighttk »

nr2x wrote: post #559
mmcconnell1618 wrote: post #365

Earlier quoted context omitted.

HBO Max on Apple TV is a terrible experience. The app doesn't appear to use the standard playback and navigation functions in most other Apple TV apps so you get unintuitive scrubbing behavior and inconsistent searching. Also, the app signs me out on a regular basis at random intervals. When this happens, you can still browse shows and click play but at that point you're interrupted with a "buy HBO Max" screen which…

To be fair, Apple TV is a pretty terrible experience, especially regarding them trying to force users to give Tim Apple a cut of streaming subscriptions.

Huh… hasn’t been terrible in my experience, but I’ve never been forced to give Tim Apple a cut of my streaming subscriptions.

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

#658

Post by dwighttk »

cstejerean wrote: post #641
webmaven wrote: post #633

Earlier quoted context omitted.

> 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?

I’m not saying those shows weren’t good, just that Disney has monetized the Marvel brand really well with a long streak of movies that are printing money, and sure a few shows to promote their streaming service. 4 out for the top 5 grossing movies of all time for Disney (adjusted for inflation) are Marvel IP. By comparison none of the Marvel shows on Netflix have been a commercial hit for Netflix. Looking at the list…

I’m sort of on board with your argument, but might it have been different if Netflix owned Marvel instead of having a license to make a few shows?

Probably not and that is why they didn’t bid, and the Netflix execs are in a better position to know than us… but I think the comparison is a little tilted against Netflix at least.

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

#659

Post by dwighttk »

mr_toad wrote: post #610
devmunchies wrote: post #351

Earlier quoted context omitted.

I'm surprised Netflix hasn't been buying IP owners or aggressively expanding into other entertainment channels. Imagine if they straight up acquired Nintendo (or a large part of it), the amount of movies + series they could produce (zelda series like the witcher, donkey kong animated series for kids, metroid prime series for adults, star fox, etc)

> I'm surprised Netflix hasn't been buying IP owners I imagine they had to pay for the IP for The Witcher and Altered Carbon.

I’m thinking the comment referred to ip owners with large existing catalogues

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

#660

Post by maximus_optimus »

jrsj wrote: post #284
b9a2cab5 wrote: post #230

Earlier quoted context omitted.

Netflix is already on the way down. They infused all of their new shows with wokeness. Every new show feels like woke concepts are shoehorned in without regard for their impact on the story that's told. Look at the Witcher for an example. Or if you want to see this kind of shift happening over the course of a show, look at Madam Secretary. Season 1 didn't feature any of this crap and showed a strong woman main charac…

How is the Witcher woke? I actually haven’t really heard this before so I’m genuinely interested to hear your thoughts on it.

I think black actors is the least woke thing of concern compared to others. I watched half a first episode and the amount of ideological conditioning is comparable only to the old soviet movie I've watched.

The whole plot is based on "good natured people who are different are unjustly considered monsters because of prejudice, and have to do bad things because of it", and they'll make sure to mention this injustice every 2 minutes or so.

When it's not about "bigotry", it's about girls proving they are "strong independent women" by dressing boys etc...

Maybe the authors find a way to turn it all on its head, but considering the naiive seriousness in which all this is delivered, I don't think so.

From what I've seen, all this series is for people who are still amused by all the "antiestablishment" trope

Post reply on HN