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

news.ycombinator.com

391–400 of 660 posts

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

#392

Earlier quoted context omitted.

> I didn't appreciate exactly how good Netflix's engineering is. This is poignant as even the shittiest streaming service can dominate with the right IP. Content is king, engineering quality is not a differentiator. Because of this, Netflix is ripe for disruption, which we've been witnessing creep up slowly over the last decade. Netflix is easily the first of my several subscriptions to hit the chopping block, should…

WTF is this 'IP' that y'all keep bouncing around?

Intellectual property

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

#393
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.

The purpose of this poll eludes me due to including Netflix and excluding Microsoft.

tester756[0] Proposed MAGMA as the successor for FAANG. I'm still waiting for it to happen.

MAGMA: Microsoft, Apple, Google, Meta, Amazon.

[0]. https://news.ycombinator.com/item?id=29278804

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

#394
post #353

Earlier quoted context omitted.

FAANG was originally about hot stocks. Jim Cramer coined it. And then, in tech circles, it became mostly about compensation--which had some correlation but imperfectly. Today, especially with Netflix being less unique technically (they did a lot of early out-of-the-box stuff like going all in on AWS and microservices), they're pretty much an outlier from the other companies although as far as I know they still pay ve…

> As they become more of a studio they'll become even more of an outlier also, as they invest in developing proprietary production software they could get an advantage over other studios.

There has actually been increasing collaboration among studios on software. See the Academy Software Foundation for example. https://www.aswf.io/

And Netflix themselves has released a fair bit of code as open source.

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

#396
post #233

I'm shocked that FB has so many votes here. FB may be getting slaughtered by the media, hated by both the left and the right, but the truth is no one is actually leaving FB. It's still the #1 place to find restaurants, buy/sell used items, neighborhood groups, etc etc etc. And if FB Proper were to ever fall behind, IG still has a lot of stamina left. I don't think it will happen any time soon, but I would like to see…

> It's still the #1 place to find restaurants, Yelp > buy/sell used items, Craigslist or Patch > neighborhood groups Nextdoor I've been an FB user for ages, and don't use it for any of the things you list. Mostly just staying in touch with distant relatives, school chums and professional colleagues that I know socially, and a few special interest groups. I only log in to FB maybe 2-4 times per week, for less than an…

Yes, I'm aware and many others are aware those alternatives exist. People seem confused how people are spending time on FB if not through their news feeds, and I'm telling you. A bajillion people continue to use FB outside of your circle.

Also Yelp is practically nonexistent in my suburban area. And restaurants often have more updates/activity on their FB pages than their own standalone websites.

And older people seem to think Nextdoor is a scam since they keep using real people's names on paper mail when they weren't aware that they consented to it after signing up.

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

#397
post #163

Earlier quoted context omitted.

> I remember when a Netflix subscription was like having Blockbuster inside your living room. That's a great exaggeration. There was never a time when you could name a film and expect it to be on Netflix to stream.

The early streaming catalog was pretty huge compared to what it is today. They were the only name in town and there wasn't anywhere for IP rights holders to pull out and park their content instead, so there was a lot of TV shows and movies from major studios on the streaming service. DVD service had seemingly everything every made into a DVD.

From what I recall from those early days though is the streaming catalog was constantly shuffling what was available. You could bookmark some movie you wanted to watch, and then a couple weeks later, it suddenly wasn't available anymore - 2 months later it would return.

Certainly convenient though if you didn't care much when you saw something.

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

#398

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 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.

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

#399
post #233

I'm shocked that FB has so many votes here. FB may be getting slaughtered by the media, hated by both the left and the right, but the truth is no one is actually leaving FB. It's still the #1 place to find restaurants, buy/sell used items, neighborhood groups, etc etc etc. And if FB Proper were to ever fall behind, IG still has a lot of stamina left. I don't think it will happen any time soon, but I would like to see…

Facebook is for old people now. I organized an event for new students at the university and we had a discussion in the team whether we should advertize on FB or whether it would even be a hindrance because FB is not cool. We then agreed to post it there after all because people expect "serious" information such as dates of university events on Facebook. I don't post regularly on Facebook, because my old FB friends ar…

> Facebook is for old people now.

Sure. Still millions of eyes for ads, and those eyes have money to spend after they rage out in the comments of a targeted news post about wokeism or vaccine mandates.

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

#400

Earlier quoted context omitted.

The list is based on salaries. Microsoft does not reportedly pays as much as FAANGs.

this is simply not true

> this is simply not true

No. I work for a FAANG company at the moment and Microsoft was my previous employer and i can confirm that Microsoft significantly underpays when compared with FAANG.

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