Begone, foul clickbait headline that thinks it can excuse itself by putting a question mark at the end.
Amazon, Apple, Google and Facebook will all go away within 50 years, says author
21–30 of 51 posts
Re: Amazon, Apple, Google and Facebook will all go away within 50 years, says author
#22Disagree with the author’s point of view on Netflix. I think it is quite a fragile business, with no monopoly whatsoever. I’m not much of a movie/series consumer though so might be biased about it.
I agree with you on Netflix. 5th horsemen candidates on my short list: Microsoft and SoftBank. Tesla if they can stop burning money and cut out the hype? Verizon as a long stretch.
Re: Amazon, Apple, Google and Facebook will all go away within 50 years, says author
#23They each function as public institutions in their respective spaces and each is backed with substantial real world fibre and data centers.
How is Apple a public institution?
Re: Amazon, Apple, Google and Facebook will all go away within 50 years, says author
#24Especially Google and Facebook area extremely well positioned to know what is happening. They have a market research machinery never seen in history. If there's a new trendy thing catching up, they can see it coming and they know exactly who is interested. As long as governments don't intervene, they are in quite strong position to just acquire threats (or develop something similar).
Apple has piles of cash, but I think their business is kind of fragile. The valuation is based on being able to create products which sell for very high premium. I don't see them going away, but they might dropped from their top position.
For the Facebook and Google I believe the major risk is some backslash from legislation/privacy. Something like this would not wipe them out, but it might seriously damage the business. For example with Google there could be pressure to separate the search and advertising or to allow other companies to also offer ads on the search platform.
Re: Amazon, Apple, Google and Facebook will all go away within 50 years, says author
#25I think everything can be summarized in these two lines from the article.
Do you think that will be in the next few decades or too hard to predict? Galloway: Too hard to predict.
Re: Amazon, Apple, Google and Facebook will all go away within 50 years, says author
#26Earlier quoted context omitted.
Who's to say the next horseman won't resist the advances from the big Four? Zuckerberg retained control for a long time, and it's not inconceivable that the Next Big Thing won't get acquihired.
everything has a price, no? especially a public company with shareholder voting rights...
I think Snapchat is a good example. The founder(s) still have a controlling interest in the company (or they did up until the IPO, at least). They want to build a company rather than sell it off. That's why they IPO'd, for instance.
Re: Amazon, Apple, Google and Facebook will all go away within 50 years, says author
#27I find it interesting that many similar analyses very often omit Microsoft. Yet it also has astonishing breadth of offering along with very deep vertical integration that is a characteristic of modern monopolies 2.0.
Re: Amazon, Apple, Google and Facebook will all go away within 50 years, says author
#28Earlier quoted context omitted.
I don't know, they have their own high quality content, and their TV back catalog is good. I would think they have a brighter future than many television companies, especially ones like HBO/Showtime and other special subscription companies. That said, they have less of a safety net than the others, with no cable deals to fall back on (which are steadily eroding from underneath the others anyway). However, they seem t…
I’m not sure how long they get to keep their back catalog. Has anything been licensed indefinitely? Their business is certainly going to only continue to increase in competitiveness for the foreseeable future. My primary concern, from Netflix’s view, would be Amazon being comfortable buying video content at a loss forever.
> I’m not sure how long they get to keep their back catalog. Has anything been licensed indefinitely?
At a minimum, they have their original series^1. I would assume that, as part of paying for the various shows to be created, Netflix has rights forever.
[1] https://en.wikipedia.org/wiki/List_of_original_programs_dist...
Re: Amazon, Apple, Google and Facebook will all go away within 50 years, says author
#29Marketwatch is a SEO optimized site, the text is a pain to read with all the distractions to generate more page views.
Back to the topic, I do hope the large companies will be split up by regulation sooner than later.
Re: Amazon, Apple, Google and Facebook will all go away within 50 years, says author
#30Disagree with the author’s point of view on Netflix. I think it is quite a fragile business, with no monopoly whatsoever. I’m not much of a movie/series consumer though so might be biased about it.
I agree with you on Netflix. 5th horsemen candidates on my short list: Microsoft and SoftBank. Tesla if they can stop burning money and cut out the hype? Verizon as a long stretch.
Microsoft was founded in 1975, 42 years ago. People underrate them, but I'd say they're quite resilient. And now they're the #2 player in the cloud segment, so they should cover for their Windows cash cow just fine :)