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

431–440 of 660 posts

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

#431

Post by asveikau »

psyc wrote: post #409
asveikau wrote: post #386

Earlier quoted context omitted.

My impression when I was at MS was that they hire you at a competitive market salary, and their HR claims to do surveys and keep your yearly increases in line with market rates, however it seemed pretty easy for increases to not keep pace with market rate increases, in part because the market rate has increased pretty steadily lately. I don't think they're the only ones with this issue. Job hoppers can get bigger rai…

Competitive with somebody. Just not with FAANG.

I'm not sure I agree with you, but it can vary with the time period being considered and for me it's been a long time.

Also worth noting that while many in Seattle complain about housing costs, cost of living is much lower than in the bay area. That was definitely part of my calculus for accepting an MS offer years ago.

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

#432

Post by unbanned »

missedthecue wrote: post #33
artemonster wrote: post #15

I have loads of friends who started to cancel their netflix subs and went back to piracy because they grew tired of searching for a way to watch something legally. Now its disney, hbo, prime, whatever. Screw all of this.

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.

Netflix has a huge amount of content with pro paedophile tendancies. So many of their shows have underage sex or themes thereof. I have yet to see anyone catalogue these, only point them out in favourite shows.

(Aware of the cuties debacle, but this is a rather overt example, aforementioned are sometimes subtle.)

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

#433

Post by chadcmulligan »

selimthegrim wrote: post #419
Jorengarenar wrote: post #344

Earlier quoted context omitted.

Exactly, FAANG is a thing of the past, now the MAMAA is the Big Five (And TBH, it had been a surprise to be FANG, not FAMG to begin with)

The Muppet in me is still holding out for MANAMA.

Microsoft, Apple, Netflix, Alphabet, Meta, Amazon

Works for me.

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

#434

Post by jandrewrogers »

scrollaway wrote: post #350
faut_reflechir wrote: post #151

Initially voted Google based on a hunch: Google Search is the most likely flagship product of a FAANG to get displaced by a competitor. Unlike, say, Amazon as a hub for products or Facebook as a social network, Google Search is not a natural monopoly -- there's no inherent reason a search engine should maintain dominance if it loses its competitive advantage. The complaints from tech friends ("you can't find anything…

Google is the dominant search engine essentially everywhere except for China and Russia. Amazon's marketplace dominance is pretty US/UK specific, and even there, there are plenty of alternatives. Amazon marketplace is actually only available natively in a small handful of countries. I feel like most people in this thread are grossly overevaluating Amazon's ability to stay relevant. If a competitor pops up with consis…

What is invisible to most consumers about Amazon is that they have a massive footprint across the entire supply chain for a wide and growing range of consumer good categories. Brands have been slowly outsourcing various parts of their production processes to Amazon. Amazon manages these parts of the business much more efficiently, and in a more integrated way, than what brands were doing before so it is both attractive and sticky. Many new brands are purely virtual organizations with almost everything built on top of Amazon's ecosystem -- virtual brands were always a thing, but Amazon has made it nearly frictionless.

Because of this, I expect them to make a ton of money off consumer retail even if their marketplace fades into the background. The brand management business on Amazon has been growing like crazy too, which pretty much assures Amazon will always be taking their dollar.

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

#435

Post by baq »

CountDrewku wrote: post #219
jamroom wrote: post #136

Earlier quoted context omitted.

It's not an exaggeration - back when Netflix sent out DVD's by mail it WAS like having a Blockbuster in your living room (since Blockbuster didn't do streaming)

They still mail dvd's. I have a coworker who still uses their mail plan. I kinda considered it silly at first by now I'm thinking this is the way to go. It's relatively cheap compared to renting movies via amazon etc. He gets them fast. Blu-ray quality is better than streaming in some cases.

Sound is also mastered differently on blue rays than on streaming - streams are optimized for TV and phone speakers and maybe headphones, Blu-rays have home theater quality sound.

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

#436

Post by dodobirdlord »

SavantIdiot wrote: post #102
kdmccormick wrote: post #43

Earlier quoted context omitted.

+1, it's ridiculous and misleading that Netflix is still being included in this list after all this time. Netflix is a TV company. Their tech is a commodity. An important commodity, for sure, but it's not what makes them valuable. Their critical offering is their reach and programming. FAAMG (or MAAAM now, I guess?) is a sane grouping of giant companies because their critical offerings and expertise areas are their s…

Is their tech a commodity? I knew one of the principals (who was hired away by Uber for an ungodly sum of money) who had spent years writing a lot of proprietary networking code. I don't think that IP is a commodity, is it?

It’s definitely not a commodity in the usual sense that anyone can just buy it. It requires a lot of custom software, and importantly it also requires a lot of negotiations with CDNs and a lot of datacenter buildout to get the requisite amount of points of presence to serve content economically.

But it is a “commodity” in the sense that it’s just a thing that needs to be built to support their product offering, and which other similar companies with similar product offerings have built. Disney+ exists, Hulu exists, Amazon built Prime Video, Google has been operating YouTube for years. If you need to serve streaming video, it’s no longer a groundbreaking feat to be able to do it.

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

#437

Post by ghaff »

artemonster wrote: post #15

I have loads of friends who started to cancel their netflix subs and went back to piracy because they grew tired of searching for a way to watch something legally. Now its disney, hbo, prime, whatever. Screw all of this.

How many of these people complained about the cable bundle? I dropped cable and have a few streaming services and save $50+ a month. (No, I don't have live TV which would bring it back up to close to my previous rate.)

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

#438

Post by Something1234 »

greedo wrote: post #308
gordon_freeman wrote: post #90

Earlier quoted context omitted.

For this reason, I do have Netflix DVD subscription along with Netflix streaming. At least until now, I feel that there is still vast catalog of movies available to choose from their DVD service unlike their streaming one. Obviously waiting for DVDs to arrive is a hassle in comparison to watch-at-any-time streaming but that's ok tradeoff for the freedom it gives me to chose a title to watch from its vast DVD and Blue…

I used to be a Netflix DVD customer until last year (so roughly a decade or so?). But between the shrinking catalog and poor quality control (broken or unplayable discs), it became too much. I cancelled my sub and spent the $15/month buying Blu-Ray discs that never get taken out of the catalog. I get them faster (Amazon shipping is far better than NFlix), and since they're new, I rarely have any playback problems.

You should also check out flea markets usually I find blue rays for between 2 and 3 dollars in the case.

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

#439

Post by ghaff »

greedo wrote: post #308
gordon_freeman wrote: post #90

Earlier quoted context omitted.

For this reason, I do have Netflix DVD subscription along with Netflix streaming. At least until now, I feel that there is still vast catalog of movies available to choose from their DVD service unlike their streaming one. Obviously waiting for DVDs to arrive is a hassle in comparison to watch-at-any-time streaming but that's ok tradeoff for the freedom it gives me to chose a title to watch from its vast DVD and Blue…

I used to be a Netflix DVD customer until last year (so roughly a decade or so?). But between the shrinking catalog and poor quality control (broken or unplayable discs), it became too much. I cancelled my sub and spent the $15/month buying Blu-Ray discs that never get taken out of the catalog. I get them faster (Amazon shipping is far better than NFlix), and since they're new, I rarely have any playback problems.

They're obviously letting their DVD back catalog rot. I resubscribed for a while during early pandemic but so much is just not available. So, yeah, I just buy DVDs from time to time or pay for a la carte rentals.

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

#440

Post by cstejerean »

HWR_14 wrote: post #384
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)

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.
Post reply on HN