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Re:Poll: Which FAANG is the most likely to decline in the ye... by jarjoura on Monday January 03, 2022 @03:07PM (#29785931)
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.

* Amazon is about to enter a decade of unionization all over the world.

* Google and Facebook both lost a key ability to micro-target on their ad platforms so they are both reinventing themselves to drive revenue from other sources, hardware being the biggest moats they can invest in.

* Netflix has some of the worlds brightest minds in data science and they've built up a war-chest of understanding viewing habits. They've also gobbled up a lot of key Hollywood players in the last few years, so I expect some huge cultural changes ahead as these creatives start to take more leadership roles in the company.

Re:Poll: Which FAANG is the most likely to decline in the ye... by ghaff on Monday January 03, 2022 @04:30PM (#29787222)
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.

Re:Poll: Which FAANG is the most likely to decline in the ye... by rurp on Monday January 03, 2022 @06:44PM (#29788730)
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 quarterly KPIs but bad for long term customer satisfaction.

Netflix is of course already a behemoth and not going anywhere but I expect their future to be much more of a generic media company than an elite tech company.

Re:Poll: Which FAANG is the most likely to decline in the ye... by Mayzie on Monday January 03, 2022 @09:59PM (#29790747)
> aggressively cancelling shows

Ha, that is so true. Netflix is infamous for this. It’s to the extent that I cannot start watching a Netflix production unless I know it’s finished or if it’s a big hit from day one (so I know it won’t be cancelled, like The Witcher). It’s odd, because Netflix’s reputation for prematurely cancelling content without resolving their endings has extended to beyond just youth-dominated social media. For example, my parents of all people who cannot use a computer nor the internet, don’t like investing in new Netflix content because they’ve been burned too many times from incomplete series. That’s just like me. It’s sad because Netflix dared to create decent and interesting content, but now it would be hard to escape their infamy.

Re:Poll: Which FAANG is the most likely to decline in the ye... by RexM on Tuesday January 04, 2022 @12:14AM (#29791653)
It’s a self-fulfilling prophecy, too.

People don’t want to watch shows in case it gets cancelled early. Then Netflix cancels the show early because there wasn’t enough interest.

If they didn’t have the reputation people would watch the shows and if it’s good tell their friends. At this point it seems like everyone just stays away though.

They could always just keep making new seasons to add to their catalog and eventually people might watch it, but it seems risky to spend the money.

Re:Poll: Which FAANG is the most likely to decline in the ye... by rurp on Tuesday January 04, 2022 @12:30PM (#29797338)
I've completely stopped watching unfinished Netflix shows because of this, which wiped out anything interesting on their platform I hadn't already seen. My partner still likes to use Netflix for times when she wants a random show on in the background, but once she switches to another app for that I'll be killing our subscription. There are many good shows on other platforms and Netflix is my least favorite to use.
Re:Poll: Which FAANG is the most likely to decline in the ye... by AwaAwa on Wednesday January 05, 2022 @09:59AM (#29809752)
Netflix, where series are produced in beta.

Following in the footsteps of that other company starting with the alphabet G where products are in perpetual beta?

Re:Poll: Which FAANG is the most likely to decline in the ye... by aldebran on Monday January 03, 2022 @11:41PM (#29791408)
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.
Re:Poll: Which FAANG is the most likely to decline in the ye... by rurp on Tuesday January 04, 2022 @12:31PM (#29797353)
Oh God, the autoplay... That one "feature" did more than anything else to push me onto competing platforms.
Re:Poll: Which FAANG is the most likely to decline in the ye... by aldebran on Tuesday January 04, 2022 @03:57PM (#29800389)
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.
Re:Poll: Which FAANG is the most likely to decline in the ye... by KptMarchewa on Monday January 03, 2022 @06:59PM (#29788907)
>given the resources spent on it their UX is pretty bad

I think all of those companies fall into common problem of falling deep into A/B test local maximum. It's impossible to rework entire site at once, especially for an A/B test.

Re:Poll: Which FAANG is the most likely to decline in the ye... by matt-attack on Wednesday January 05, 2022 @12:48AM (#29805619)
I actually find all their cover art to be extremely banal. There is a signature look to their content. It all feels very “made for tv” quality. I know that’s basically what it is.

Plus I hate their way of trying to soup up stale content by making various sexy versions of cover art. Like The Net with Sandra Bullock. A long forgotten, mediocre, and comically out-dated tech thriller. People were wandering right past it on Blockbuster Video shelves. That’s how old and stale it is. Yet Netflix goes and sources these sexy shots of Bullock in an attempt to get me to watch it. I find the whole thing very insulting.

Re:Poll: Which FAANG is the most likely to decline in the ye... by ghaff on Monday January 03, 2022 @06:55PM (#29788873)
They'll be a studio with a streaming platform. One that is perhaps better than average. Which implies the engineers will be the help on-par with the other studios with streaming platforms. If content is the differentiator why overspend on the platform?
Re:Poll: Which FAANG is the most likely to decline in the ye... by discardable_dan on Monday January 03, 2022 @10:03PM (#29790771)
The issue is their content is actually a very poor point in differentiation. I watch a larger amount of TV than I'd care to admit, and honestly Netflix is awful for content.

- Disney has Star Wars, Marvel, Pixar, and a long tail of childhood classic films. - HBO has Warner Brothers, DC, Cartoon Network (including a nostalgia back catalog), the best TV shows made in the 00s, and a long tail of adult films. - Netflix's largest successes in the last two years are Tiger King, Squid Game, The Witcher, and a long tail of shows cancelled after Season 1 and short-run miniseries.

At this point, Netflix is a last-resort source of entertainment for me, even after (ad-riddled) YouTube. I mostly only use it to watch their weird reality shows (Blown Away, Sugar Rush) and check out shows friends recommend. I suspect even Paramount+ has a larger selection of TV shows I'd like to watch compared to Netflix.

Re:Poll: Which FAANG is the most likely to decline in the ye... by bern4444 on Monday January 03, 2022 @11:14PM (#29791235)
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.

Re:Poll: Which FAANG is the most likely to decline in the ye... by Osiris on Monday January 03, 2022 @11:21PM (#29791280)
"continue watching" is the third or fourth row of content. I would think that would be at the top.

It constantly recommends the same stuff over and over despite the fact that I never click on it because I don't want to watch it.

It doesn't notify me when there's new episodes or seasons to a show I've previously watched (a year is a long time to wait for new episodes).

I'm not a fan of the UX.

Re:Poll: Which FAANG is the most likely to decline in the ye... by bern4444 on Monday January 03, 2022 @11:30PM (#29791337)
Oh interesting. My continue watching is the top row. Honestly - this is something I am disliking more and more about the A/B, personalized experience effect.

Somethings are much better for everyone to have a common experience without it being unique.

Your second and third point though are accurate for me too. Thanks for explaining.

Re:Poll: Which FAANG is the most likely to decline in the ye... by rurp on Tuesday January 04, 2022 @12:59PM (#29797718)
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 ye... by fellellor on Wednesday January 05, 2022 @02:41PM (#29813857)
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 ye... by justbaker on Monday January 03, 2022 @11:44PM (#29791429)
> aggressively cancelling shows

Even so much so I can’t find shows I saw ads for in 2017 or 2018 even existing because they were so bad. It makes me feel the Mandela effect is happening.

Re:Poll: Which FAANG is the most likely to decline in the ye... by lotsofpulp on Monday January 03, 2022 @04:41PM (#29787342)
The purpose of this poll eludes me due to including Netflix and excluding Microsoft.
Re:Poll: Which FAANG is the most likely to decline in the ye... by ghaff on Monday January 03, 2022 @04:48PM (#29787428)
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 very well. As they become more of a studio they'll become even more of an outlier.

Microsoft certainly has more in common with the others, but their stock (as well as the company generally) was out of favor when Cramer coined the term.

Re:Poll: Which FAANG is the most likely to decline in the ye... by lotsofpulp on Monday January 03, 2022 @04:50PM (#29787455)
Yes, I am aware of the history, which is why I specified the "purpose" of the poll.

A poll about FAANG with netflix and excluding microsoft seems simply like a poll about a group of companies that a tv show host made a catchy acronym about, rather than a poll about which of the big tech companies today is likely to decline or not.

Re:Poll: Which FAANG is the most likely to decline in the ye... by gabrielsroka on Monday January 03, 2022 @05:58PM (#29788272)
> in October 2021, Cramer suggested replacing FAANG with MAMAA; this included replacing Netflix with Microsoft among the five companies represented as Netflix's valuation had not kept up with the other companies included in his acronym; with Microsoft, these new five companies had market caps of at least $900 billion compared to Netflix's $310 billion at the time of Meta's rebranding.
Re:Poll: Which FAANG is the most likely to decline in the ye... by Apocryphon on Monday January 03, 2022 @04:54PM (#29787501)
They also seem much smaller than the other companies, smaller than Microsoft certainly.
Re:Poll: Which FAANG is the most likely to decline in the ye... by ghaff on Monday January 03, 2022 @05:01PM (#29787583)
They're (relatively speaking) tiny. About 12,000 employees. That's in the ballpark of 10% the size of Microsoft and Alphabet, 20% the size of Facebook. That's about the same number of employees as you'll find at a lot of tech companies you'd consider medium-sized at most.
Re:Poll: Which FAANG is the most likely to decline in the ye... by devmunchies on Monday January 03, 2022 @04:52PM (#29787488)
> 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.

Re:Poll: Which FAANG is the most likely to decline in the ye... by ghaff on Monday January 03, 2022 @05:15PM (#29787731)
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 ye... by jiggawatts on Tuesday January 04, 2022 @06:15AM (#29793609)
An observation that I've made is that people disregard Microsoft as if they've crossed over from some alternate universe where Windows isn't the predominant operating system on both desktops and servers, and Azure isn't the second biggest public cloud platform.

I regularly see comments like: "The public clouds providers like Amazon, Google, and I suppose even Oracle".

It's kind of hilarious to see people just skip over the second biggest company in the world like it doesn't even exist in their minds.

Re:Poll: Which FAANG is the most likely to decline in the ye... by dilippkumar on Monday January 03, 2022 @05:13PM (#29787716)
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 ye... by basch on Monday January 03, 2022 @05:26PM (#29787872)
Google is Alphabet. It's MAAAM, and sounds like Cartman.
Re:Poll: Which FAANG is the most likely to decline in the ye... by gunapologist99 on Monday January 03, 2022 @06:31PM (#29788617)
For most intents and purposes, it's also true that Alphabet is Google. (Youtube is also part of Google.)
Re:Poll: Which FAANG is the most likely to decline in the ye... by BbzzbB on Monday January 03, 2022 @10:09PM (#29790818)
Why do people insist on reinventing it when FAAMG works just fine? Also makes no sense to keep Google (Alphabet) but swap out Facebook (Meta).
Re:Poll: Which FAANG is the most likely to decline in the ye... by Jorengarenar on Monday January 03, 2022 @04:45PM (#29787397)
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)

Re:Poll: Which FAANG is the most likely to decline in the ye... by selimthegrim on Monday January 03, 2022 @05:29PM (#29787896)
The Muppet in me is still holding out for MANAMA.
Re:Poll: Which FAANG is the most likely to decline in the ye... by chadcmulligan on Monday January 03, 2022 @05:41PM (#29788070)
Microsoft, Apple, Netflix, Alphabet, Meta, Amazon

Works for me.

Re:Poll: Which FAANG is the most likely to decline in the ye... by yissp on Monday January 03, 2022 @07:27PM (#29789190)
We need two more, NVIDIA and AMD? Then it's MANAMANA (do do do do do).
Re:Poll: Which FAANG is the most likely to decline in the ye... by LaserPineapple on Monday January 03, 2022 @10:03PM (#29790769)
Dell and Oracle, etc
Re:Poll: Which FAANG is the most likely to decline in the ye... by ghaff on Monday January 03, 2022 @11:16PM (#29791257)
There are a ton of large tech companies once you get beyond the obvious "hot" ones.
Re:Poll: Which FAANG is the most likely to decline in the ye... by spacechild1 on Wednesday January 05, 2022 @07:26AM (#29808119)
Microsoft should have always been part of the Big Five. FAANG never made much sense.
Re:Poll: Which FAANG is the most likely to decline in the ye... by Jorengarenar on Wednesday January 05, 2022 @08:33AM (#29808658)
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.

Re:Poll: Which FAANG is the most likely to decline in the ye... by spacechild1 on Thursday January 06, 2022 @04:09PM (#29830197)
But which market has Apple ever been dominating?
Re:Poll: Which FAANG is the most likely to decline in the ye... by Jorengarenar on Thursday January 06, 2022 @04:24PM (#29830430)
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 ye... by akimball on Monday January 03, 2022 @04:44PM (#29787384)
Not a FAANG
Re:Poll: Which FAANG is the most likely to decline in the ye... by Wojtkie on Monday January 03, 2022 @04:44PM (#29787383)
FAANG == Facebook, Apple, Amazon, Netflix, Google.

It's an acronym specifically for those companies, which is why Microsoft was excluded.

Re:Poll: Which FAANG is the most likely to decline in the ye... by ghaff on Monday January 03, 2022 @04:51PM (#29787468)
Yes. But the point is that a term coined by a TV stock personality years ago has pretty much zero relevance for looking at what the arc is going to be for what are seen as leading tech companies (through a Silicon Valley lens).
Re:Poll: Which FAANG is the most likely to decline in the ye... by klipt on Monday January 03, 2022 @10:02PM (#29790762)
If you think that's outdated, wait til you hear there are still people investing in "Dow Jones" index funds or aiming for "Ivy League" schools!
Re:Poll: Which FAANG is the most likely to decline in the ye... by nightski on Monday January 03, 2022 @04:59PM (#29787554)
You are judging them based on perceived quality. There is the potential mistake. Have you considered that maybe quality isn't the most important factor at all times? Or maybe that what you perceive as quality is not what most people are looking for?
Re:Poll: Which FAANG is the most likely to decline in the ye... by ghaff on Monday January 03, 2022 @05:05PM (#29787619)
Fair enough. They care about subscriber numbers. Although there's probably some correlation with quality so long as you equate the term with quality that appeals to a fairly mainstream audience (i.e. not Euro arthouse fare).

But I don't actually see Netflix programming as aiming to make, e.g. reality TV drek. Most of their programming does seem to be aiming for midbrow quality although it often doesn't hit it.

Re:Poll: Which FAANG is the most likely to decline in the ye... by smabie on Monday January 03, 2022 @05:23PM (#29787841)
Most shows and movies developed by Netflix are profoundly uninspired: they take no risks and produce content that is mostly acceptable but quickly forgotten.
Re:Poll: Which FAANG is the most likely to decline in the ye... by ghaff on Monday January 03, 2022 @05:57PM (#29788253)
Looking down the list, I don't really disagree. House of Cards which got me to subscribe to streaming was 5 star in my book at first. I'd probably put some others in the 4 star range. (Never could really get into Stranger Things or, really, The Crown.)
Re:Poll: Which FAANG is the most likely to decline in the ye... by cvhashim on Monday January 03, 2022 @06:04PM (#29788341)
Half their content is algorithm generated
Re:Poll: Which FAANG is the most likely to decline in the ye... by MarkLowenstein on Monday January 03, 2022 @06:31PM (#29788615)
This. For a firm with all these supposed high-performers trying to discover and cater to my viewing habits, they sure had a hard time figuring out that I never chose their "original content" that they were shoving in my face all the time.

I dropped them in 2020.

Re:Poll: Which FAANG is the most likely to decline in the ye... by ghaff on Monday January 03, 2022 @06:37PM (#29788671)
There was this storyline that data was going to replace lunches with authors, pitch meetings, and a lot of other creative activities. It's mostly been BS. And recommendation engines barely work at all 10+ years in.
Re:Poll: Which FAANG is the most likely to decline in the ye... by geoduck14 on Tuesday January 04, 2022 @12:25AM (#29791723)
>There was this storyline that data was going to replace lunches with authors, pitch meetings, and a lot of other creative activities. It's mostly been BS.

Let this be a lesson. Data and fancy algorithms can NEVER replace a smart human who cares. Data and algorithms can enhance and expedite humans - but if your humans are stupid, you will just make stupid decisions faster

Re:Poll: Which FAANG is the most likely to decline in the ye... by FractalHQ on Monday January 03, 2022 @06:38PM (#29788677)
Some of my favorite works in the past few years have been Netflix originals. You might want to consider giving them another chance! They’ve got some of the film industries most talented minds working on them.
Re:Poll: Which FAANG is the most likely to decline in the ye... by ghaff on Monday January 03, 2022 @06:44PM (#29788727)
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)
Re:Poll: Which FAANG is the most likely to decline in the ye... by post_from_work on Monday January 03, 2022 @10:14PM (#29790845)
Re:Poll: Which FAANG is the most likely to decline in the ye... by nebula8804 on Monday January 03, 2022 @09:25PM (#29790453)
Queen's Gambit
Re:Poll: Which FAANG is the most likely to decline in the ye... by potatoman22 on Monday January 03, 2022 @07:52PM (#29789509)
Altered Carbon is good
Re:Poll: Which FAANG is the most likely to decline in the ye... by dwighttk on Saturday January 08, 2022 @08:17AM (#29851382)
… and canceled after 2 seasons…
Re:Poll: Which FAANG is the most likely to decline in the ye... by imgabe on Monday January 03, 2022 @06:05PM (#29788357)
“Some hits and quite a few duds” is how every Hollywood studio operates, isn’t it?
Re:Poll: Which FAANG is the most likely to decline in the ye... by dexterdog on Monday January 03, 2022 @06:10PM (#29788401)
But that is what Netflix was supposed to be able to avoid because they know so much about the viewing habits of their users. More likely it turns out that knowing that doesn't help them create new content and they just need exclusive titles to draw people like all of the other studios.

If the Netflix recommendation engine is the result of any data science then obviously they have no special knowledge from their mountain of data because the engine is worthless.

Re:Poll: Which FAANG is the most likely to decline in the ye... by imgabe on Monday January 03, 2022 @06:19PM (#29788501)
I think an underrated advantage that the online platforms have over the legacy studios is that the original content from Netflix, Prime, et al is available globally and the legacy content is not.

Netflix originals are available everywhere, the licensed content is far more restrictive. On Prime the only things available outside the US are Amazon Originals. Hulu won’t even let you log in if you’re outside the US. For whatever reason, legacy media decided they don’t want the rest of the world to be fans of their content and give them money for it. Disney is an exception since they’re starting to expand Disney+ overseas.

Re:Poll: Which FAANG is the most likely to decline in the ye... by rmccue on Monday January 03, 2022 @06:47PM (#29788762)
> the original content from Netflix, Prime, et al is available globally and the legacy content is not

This is not always true, and it depends on the nature of the “Original”. There’s really two classes: Originals fully owned by Netflix, and ones produced in partnership with a traditional TV network. The latter are branded as Netflix Originals everywhere except their home country (where they are carried by the local network instead).

> On Prime the only things available outside the US are Amazon Originals.

This isn’t true; the UK also has a lot of licensed content, if you have Prime in the UK. My understanding is they do in other markets where they offer Prime as well, but you only get access to the full library when you’re in the region where you have Prime, unlike Netflix.

That may be part of their content licensing, but that could also be a commercial decision by Amazon. (eg I also don’t get other Prime benefits from Amazon.de with my .co.uk Prime subscription.)

Re:Poll: Which FAANG is the most likely to decline in the ye... by dragonwriter on Monday January 03, 2022 @06:22PM (#29788537)
> For whatever reason, legacy media decided they don’t want the rest of the world to be fans of their content and give them money for it.

No, legacy media has distribution issues which they address by licensing distribution geographically before release, and once those rights are divided it's very hard to reconsolidate them.

Re:Poll: Which FAANG is the most likely to decline in the ye... by imgabe on Monday January 03, 2022 @06:28PM (#29788587)
Online streaming has been a thing for 10+ years now. Whatever distribution issues used to exist with finding a local guy to drive around a truck full of DVDs are long gone. They could have fixed this issue by now if they cared to.
Re:Poll: Which FAANG is the most likely to decline in the ye... by dragonwriter on Monday January 03, 2022 @06:31PM (#29788614)
> Online streaming has been a thing for 10+ years now.

Movie theaters and broadcast/cable are still a thing, and still an important component of how legacy video makes money on content. And the geographic distribution issues there still exist. And for them to work, geographic exclusivity can't ignore streaming, either.

Re:Poll: Which FAANG is the most likely to decline in the ye... by imgabe on Monday January 03, 2022 @06:42PM (#29788713)
Yeah, the thing is consumers don't care. They'll watch the content that's available. And as time goes on, that's what they'll know, what their kids grew up watching, and what they'll look for. The stuff that wasn't available they're not going to care about.

You can't convince me that, say, Warner Bros doesn't have sufficient leverage to wrest their online streaming rights away from some Bulgarian movie theater chain or whatever. I mean, come on.

Re:Poll: Which FAANG is the most likely to decline in the ye... by lkrubner on Monday January 03, 2022 @07:36PM (#29789284)
Yes, for the last few years, every time I logged into Netflix I was stunned at poorly they seemed to understand me. Heist movies, murder mysteries, drug cartels fighting, stuff I never watch, and this was the majority of the stuff they showed. Recently I spent 20 minutes looking for something to watch, but I couldn't find anything at all that looked interesting. I thought that was so shocking, I decided it was time to cancel Netflix. So I finally gave up my account. There is an abundance of good material I can watch elsewhere.

But the main question is, why can't Netflix write a recommendation engine that actually shows me something I want to watch?

Re:Poll: Which FAANG is the most likely to decline in the ye... by heavyset_go on Monday January 03, 2022 @08:15PM (#29789751)
Because they can't get the rights to stream anything you'd actually want to watch, and they think they can trick you into accepting their catalogue and continuing to pay them away.
Re:Poll: Which FAANG is the most likely to decline in the ye... by ghaff on Monday January 03, 2022 @11:19PM (#29791276)
No one can write decent recommendation engines because it's a really hard problem that no one has solved.

Even in music--where everyone actually has a pretty complete catalog--recommendation is pretty bad.

Re:Poll: Which FAANG is the most likely to decline in the ye... by monkeybutton on Monday January 03, 2022 @03:17PM (#29786130)
Netflix is facing the rise of competing streaming platforms. They're forced into creating their own content because other producers would rather release content on their own platforms and keep all the streaming revenue, rather than license it to Netflix. Streaming video on demand isn't a technical moat that is stopping anyone.
Re:Poll: Which FAANG is the most likely to decline in the ye... by cogman10 on Monday January 03, 2022 @03:26PM (#29786291)
Agreed. What made netflix successful initially was their access to IP. That's going away fast as every IP producer is pushing for their own paid streaming service (which sucks, btw).

With big heavyweights like Disney that own a huge percentage of content having their own services, netflix is really going to struggle being anything more than niche media providers (anime) and their own inhouse media.

If they are lucky, they'll be an HBO style platform. However, the quality of their in-house content has left a lot to be desired. Some is good, but a lot is garbage.

That netflix has technical chops isn't going to be a saving grace. Rather, it will mean engineers from netflix will likely be able to secure jobs at other streaming providers.

Re:Poll: Which FAANG is the most likely to decline in the ye... by nr2x on Monday January 03, 2022 @03:50PM (#29786689)
That said, until other streaming services entered the scene I didn't appreciate exactly how good Netflix's engineering is. The only service comparable is YouTube, but even then, Netflix has much higher quality. HBO Max has a great content library, but barely works.
Re:Poll: Which FAANG is the most likely to decline in the ye... by xyzzy_plugh on Monday January 03, 2022 @04:00PM (#29786805)
> 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 it come to that.

Re:Poll: Which FAANG is the most likely to decline in the ye... by dageshi on Monday January 03, 2022 @04:39PM (#29787320)
If you follow the ratings (granted the ratings for streaming services are likely not as easy to calculate as network tv), Netflix pretty much dominates top 10 most watched shows every week. It's weaker on Movies but still does pretty well there as well.

If netflix keeps producing content at the rate it is, it won't be long until it has a fairly large back catalogue itself. At the end of the day it's Netflix's core business, whereas for most of the other streaming services it's a side gig.

Re:Poll: Which FAANG is the most likely to decline in the ye... by lostcolony on Monday January 03, 2022 @05:00PM (#29787566)
Yep. Netflix correctly saw that if it was successful at streaming, content holders would be quick to try and cut it out as a middleman. They've had their sight on being a content producer since very early on, and have been extremely successful at it. There are many people out there who can only afford a few streaming services, and Netflix remains a top choice to hold, despite the fact they license comparatively little top tier US content any more.
Re:Poll: Which FAANG is the most likely to decline in the ye... by dlainhart on Monday January 03, 2022 @05:01PM (#29787574)
Netflix can calculate their equivalent to Nielsen ratings preposterously easy and with far more accuracy and they can get far more data than Nielsen will ever be able to produce for anyone.
Re:Poll: Which FAANG is the most likely to decline in the ye... by ghaff on Monday January 03, 2022 @05:28PM (#29787891)
So?

The reasons the networks cared about the Nielsens so much was that they directly translated into how much they could charge for a 30 second ad block.

Netflix obviously does care about how many people are watching its shows. If no one is watching licensed content they won't renew licenses on it or similar content. If a new show isn't doing well and doesn't have passionate fans, they'll cancel it. (Possibly faster than a network would have.)

But they only care about how many people are watching something to the degree it increases the number of people subscribing which is a correlation that is harder to measure.

Re:Poll: Which FAANG is the most likely to decline in the ye... by dageshi on Monday January 03, 2022 @06:14PM (#29788446)
uh yes, but for the purposes of this discussion unless you can compare them vs the watch times of other services that's not very useful. So far as I know Netflix and nobody else releases those numbers so they have to be estimated.
Re:Poll: Which FAANG is the most likely to decline in the ye... by Lamad123 on Monday January 03, 2022 @04:48PM (#29787436)
WTF is this 'IP' that y'all keep bouncing around?
Re:Poll: Which FAANG is the most likely to decline in the ye... by cogman10 on Monday January 03, 2022 @05:10PM (#29787676)
Intellectual property
Re:Poll: Which FAANG is the most likely to decline in the ye... by cogman10 on Monday January 03, 2022 @04:13PM (#29786990)
No doubt, Netflix has optimized content delivery better than pretty much anyone. They spend all the right time in all the right places to get media the plays well and looks good on pretty much every device and any bitrate. They are leaders in video codecs and encoding.

Everyone else have been learning, slowly, the lessons Netflix learned years ago.

Is anyone else even doing a program like OpenConnect? https://openconnect.netflix.com/en/

That's the sort of stuff that really sets netflix apart from the competition.

All that said, IMO, the average consumer doesn't really care about technical quality of the content, they care about the catalog.

Re:Poll: Which FAANG is the most likely to decline in the ye... by fhd2 on Monday January 03, 2022 @07:30PM (#29789215)
Pretty subjective, but I find Disney+ quite superior to Netflix in both quality of the streaming and UX - two areas I'm surprised a "non-tech company" can win in. Seems to me like the tech part (anything but the content, really) is actually a commodity already.
Re:Poll: Which FAANG is the most likely to decline in the ye... by addicted on Monday January 03, 2022 @04:37PM (#29787294)
Have you used HBO Max recently? Aside from the first month or so it’s been nearly flawless for me across a variety of platforms (Roku/Chromecast/iPhone).

And the first month pains were very clearly because it was rushed out to time it with the release of certain IPs during the pandemic.

Re:Poll: Which FAANG is the most likely to decline in the ye... by mmcconnell1618 on Monday January 03, 2022 @04:51PM (#29787479)
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 is totally confusing. You have to manually navigate to the account, sign out, then sign back in and re-find the one episode you wanted to play.
Re:Poll: Which FAANG is the most likely to decline in the ye... by nr2x on Monday January 03, 2022 @09:28PM (#29790486)
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.
Re:Poll: Which FAANG is the most likely to decline in the ye... by dwighttk on Saturday January 08, 2022 @08:27AM (#29851453)
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 ye... by nr2x on Monday January 03, 2022 @08:28PM (#29789894)
Use it regularly, and nearly always wish same content was on Netflix due to really awful compression artifacts I never see on Netflix.
Re:Poll: Which FAANG is the most likely to decline in the ye... by HWR_14 on Monday January 03, 2022 @04:57PM (#29787534)
They still don't have a way to turn off auto play for the next episode. That's a basic feature and they're missing it.
Re:Poll: Which FAANG is the most likely to decline in the ye... by ozim on Monday January 03, 2022 @04:29PM (#29787204)
They still have a chance because they had quite a success on getting non-US IP like "Money Heist" and "Squid Game".

I believe there are loads of production companies from all over the world willing to sell their productions to Netflix after those successes.

Producers in non English speaking countries will usually not have enough funding to promote all over the world or even in US.

I think Disney and HBO are quite stuck in approach where they sell rights and shows to other countries.

Re:Poll: Which FAANG is the most likely to decline in the ye... by RussianCow on Monday January 03, 2022 @03:56PM (#29786748)
> With big heavyweights like Disney that own a huge percentage of content having their own services, netflix is really going to struggle being anything more than niche media providers (anime) and their own inhouse media.

The thing is, they now pump out their own content quickly enough that they don't need anyone else's anymore, and as I understand it, that was always their goal. I imagine most of the TV-watching population (myself included) is okay with mediocre shows/movies, and Netflix has enough content that you're unlikely to completely run out of stuff to watch on their platform.

What Netflix is currently lacking is big blockbuster movies with well-known actors, but even that is changing. (See: Red Notice, Army of the Dead, Bird Box, etc.)

Re:Poll: Which FAANG is the most likely to decline in the ye... by 7thaccount on Monday January 03, 2022 @04:27PM (#29787176)
The Witcher series has been pretty successful. I wish they did more like that. You can only do so many big box shows though.
Re:Poll: Which FAANG is the most likely to decline in the ye... by ghaff on Monday January 03, 2022 @04:35PM (#29787271)
>That netflix has technical chops isn't going to be a saving grace. Rather, it will mean engineers from netflix will likely be able to secure jobs at other streaming providers.

Presumably it also means that there's no reason for Netflix to be paying absolute top of the heap salaries for engineering talent. And I assume companies like Disney mostly don't and won't.

Re:Poll: Which FAANG is the most likely to decline in the ye... by devmunchies on Monday January 03, 2022 @04:47PM (#29787420)
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)
Re:Poll: Which FAANG is the most likely to decline in the ye... by HWR_14 on Monday January 03, 2022 @05:02PM (#29787596)
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.
Re:Poll: Which FAANG is the most likely to decline in the ye... by cstejerean on Monday January 03, 2022 @05:49PM (#29788157)
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.
Re:Poll: Which FAANG is the most likely to decline in the ye... by webmaven on Tuesday January 04, 2022 @01:29PM (#29798150)
> 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 ye... by cstejerean on Tuesday January 04, 2022 @05:59PM (#29802076)
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 of most watched Netflix shows none of those make the cut.

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

Re:Poll: Which FAANG is the most likely to decline in the ye... by webmaven on Wednesday January 05, 2022 @03:12PM (#29814295)
> 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 ye... by dwighttk on Saturday January 08, 2022 @08:32AM (#29851501)
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 ye... by HWR_14 on Monday January 03, 2022 @05:59PM (#29788281)
It may or may not have been as valuable, but Netflix could still have used it to generate tons of content. It still would have been a smart buy.
Re:Poll: Which FAANG is the most likely to decline in the ye... by midasuni on Monday January 03, 2022 @05:29PM (#29787893)
And back catalogue stuff too. Amazon bought MGM, something netflix should have done. Paramount is launching its own service rather than Netflix buying them.
Re:Poll: Which FAANG is the most likely to decline in the ye... by mr_toad on Tuesday January 04, 2022 @06:04AM (#29793546)
> 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.

Re:Poll: Which FAANG is the most likely to decline in the ye... by dwighttk on Saturday January 08, 2022 @08:34AM (#29851514)
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 ye... by mupuff1234 on Monday January 03, 2022 @03:51PM (#29786704)
> Some is good, but a lot is garbage

I suspect that's WAI in their eyes, they're optimizing for eyeballs, not so much for quality.

Re:Poll: Which FAANG is the most likely to decline in the ye... by KarlKemp on Monday January 03, 2022 @04:02PM (#29786831)
I'm not sure there is a difference between these concepts here. The quality Netflix is after isn't highbrow content that feeds pretentiousness but isn't actually watched. It's masterful execution of a craft, which can happen in any genre.

As an example: the original Police Academy movie had both quality and a large audience. The rest of the franchise was increasingly cringy and saw, I assume, declining viewership.

The reason why Netflix should care about quality and not just eyeballs is that it's a leading indicator: Police Academy II may well have had a larger audience, surfing on the coattails of the first installment. But that's not a sustainable strategy, and unlike the producers of Police Academy XI, Netflix can't just leave the husk and find a new home if it ruins its brand.

So for Netflix, it's not just important to get many people to watch something. They also need to come away from the experience with a wish to repeat it. There may well be more to the experience than mere enjoyment, as well: I feel like there is a sense of "quality" I get when watching something that is distinct from my enjoyment, and that I am more likely to remember it, and fondly so, if I find that quality.

All that suggests a few ideas that mere viewership wouldn't: Netflix would try, for example, to keep me from watching something that I end up despising, and especially if I do so because I consider it "low-quality". You can do reality TV even if your audience has more Ivy League credentials than a New England Hospital, but you better make sure it has a chance to become a pop-cultural phenomenon, like, say, a show about interior decorating that neatly fits into a wider trend of minimalism.

Re:Poll: Which FAANG is the most likely to decline in the ye... by ghaff on Monday January 03, 2022 @04:42PM (#29787358)
Netflix needs content which results in the maximum number of subscribers at a given point in time. Which has some correlation to eyeballs but is very different from networks selling ads based literally on eyeballs (and their demographics).

This requires some combination of quality (whatever that means exactly), pop culture relevance (Squid Games), and good enough filler so that less selective viewers don't run out of stuff to watch. Of course, they can program for niches more than traditional broadcast TV did too.

Re:Poll: Which FAANG is the most likely to decline in the ye... by cam0 on Monday January 03, 2022 @03:24PM (#29786262)
True, but Netflix has gotten really good at this over the past 10 years. They create/fund some great content (and a lot of mediocre/bad content) - kind of similar to a VC fund now that I'm writing this out. They're an integral component of the entertainment industry now.
Re:Poll: Which FAANG is the most likely to decline in the ye... by hobs on Monday January 03, 2022 @03:39PM (#29786497)
And they've been actively harming that idea by then canceling pretty much everything by the third season.
Re:Poll: Which FAANG is the most likely to decline in the ye... by posnet on Monday January 03, 2022 @04:21PM (#29787100)
I keep hearing this from people, so I must be in the minority.

But I actually like the fact that they do limited run or self contained shows.

Not only does it mean that the show doesn't drag on for 10 seasons slowly reducing in quality until it's axed due to waning viewership.

But I've found their limited series runs to be more engaging since the writers and director are able to tell a self contained and complete story since they know the duration of the series and can pace out the story from start to end.

Also on a personal note, seeing a show has more than 5 seasons just feels like an exhausting time commitment to me at this point.

Re:Poll: Which FAANG is the most likely to decline in the ye... by ghaff on Monday January 03, 2022 @05:40PM (#29788049)
I've always said that I have a 5 season rule--especially with network-length 20 episode seasons. Hit somewhere in that vicinity and I'm tired of the setting, style, and characters. There are a number of series who got to the 5, 6, 7 season point and even though they didn't necessarily "jump the shark" I just got less and less interested in them and eventually stopped watching.

I actually really like the fact that streaming helps allow for limited runs with episodes of the length that they want to be though one always hopes that a series ends at a natural point.

Re:Poll: Which FAANG is the most likely to decline in the ye... by CrazyStat on Monday January 03, 2022 @05:01PM (#29787580)
I'm with you. If a show ends after two solid seasons I might wish there was more, but I'd rather that than watch it descend into an additional six seasons of mediocrity as so often happens.
Re:Poll: Which FAANG is the most likely to decline in the ye... by dhosek on Monday January 03, 2022 @04:25PM (#29787134)
I was thinking as I was leaving the movie theater over the weekend and saw a poster for some movie billed as an Amazon Studios production that Google and Facebook are the only ones in the FAANG who aren't producing TV/movies. It will be very interesting to see how that progresses over the next decade. I want to believe that the data-driven approach that Netflix and Amazon have taken with their productions won't be the future of entertainment but who knows?
Re:Poll: Which FAANG is the most likely to decline in the ye... by HWR_14 on Monday January 03, 2022 @05:05PM (#29787627)
Google and Facebook are very much in the video space, they are just trying to crowdsource it.

And YouTube has a lot of ad supported movies and shows they are starting to roll out.

Meanwhile Meta is very much trying to develop interactive VR content.

Re:Poll: Which FAANG is the most likely to decline in the ye... by dhosek on Monday January 03, 2022 @08:47PM (#29790084)
Thinking about this a bit more (and triggered by your comment), it occurs to me that the big difference between Google and Facebook vs Apple/Amazon/Netflix is that the former derive their income primarily from advertising. Netflix has established an expectation that online video is largely a premium thing that you pay for and don't have to watch ads during and while there are some exceptions to this in the major streaming services (Amazon's imdb.tv has free-with-ads programming, Hulu shows ads to most subscribers, and I'm pretty sure a lot of the lower-tier players do ads, but the big names in the space are all ad free with subscriptions and I don't know that Google/Facebook really have it in their DNA to do anything like that.
Re:Poll: Which FAANG is the most likely to decline in the ye... by efficax on Monday January 03, 2022 @10:15PM (#29790850)
Incredible how quickly Facebook TV and YouTube TV have been forgotten
Re:Poll: Which FAANG is the most likely to decline in the ye... by 2muchcoffeeman on Monday January 03, 2022 @03:25PM (#29786268)
There’s too many now though. The producers are getting greedy. I don’t think people will put up with having multiple subscriptions and eventually it’ll all come back down to a few key players.

My money is on Netflix, Prime (because we want the free shipping) and Disney.

Re:Poll: Which FAANG is the most likely to decline in the ye... by rietta on Monday January 03, 2022 @03:31PM (#29786388)
In our household if it is not on Netflix, Amazon Prime (since I have that for work purposes anyway), or YouTube, it doesn't exist. We are not going to subscribe to Disney, CBS, or anything else. The kids can watch old Disney movies on DVD.
Re:Poll: Which FAANG is the most likely to decline in the ye... by Laremere on Monday January 03, 2022 @03:42PM (#29786564)
Netflix is just another television network at this point, pivoting from being primarily a tech company. There's a bunch of content which jumps around between different streaming services, but Netflix produced shows and movies are on solid ground at this point (eg, Stranger Things is over 5 years old). It's weird that it's included in the same list as these others.

If they came out with a phone, office suite, cloud service, social network, or something of that ilk, then yeah they'd be more in "tech company" territory again. Until then their engineering is going to assist their content production, not the other way around.

Re:Poll: Which FAANG is the most likely to decline in the ye... by r00fus on Monday January 03, 2022 @06:46PM (#29788754)
I used to think this 5 years ago. I would have bet against them lasting 5 years back then, but they're still the biggest platform out there still now.

Headwinds for sure (Disney, Amazon, Apple!) but they seem to have made the right calls so far.

Re:Poll: Which FAANG is the most likely to decline in the ye... by jrsj on Monday January 03, 2022 @03:23PM (#29786248)
Google to me seems to be the one with the worst execution at the moment. For all of their spend in various areas when is the last time they’ve had a win? Their core business is still strong but they seem to have lost their ability to innovate. That alone makes their decline seem inevitable to me even without considering external forces
Re:Poll: Which FAANG is the most likely to decline in the ye... by RandomThrow321 on Monday January 03, 2022 @03:41PM (#29786541)
You can't think of any times they've had a win? They saw the largest growth of any FAANG in the past year. What about cloud and devices (pixel, nest, stadia, Chromecast, etc.)? They made 22 billion just on "other" bets in 2020.

With some of their big bets in custom SoCs, waymo, verily, and all of the research that comes out of it (especially in ML) are certainly interesting, I don't think any other companies are innovating at that level. Whether or not they will profit is another matter, of course.

Re:Poll: Which FAANG is the most likely to decline in the ye... by jrsj on Monday January 03, 2022 @04:13PM (#29787004)
For starters just looking at growth in the past year is very favorable for them, but look at the past 5 and they’re the weakest aside from Facebook and by a relatively small margin. Almost all of their growth has been post-COVID, so it’s hard to say whether that trend will hold. Personally I expect them to return to the slower growth they had pre-pandemic as to me it doesn’t seem like anything core to their business has changed or is going to change within the decade.

Pixel has always lived in the shadow of Samsung and probably always will. Android hardware profit margins are slim. Chromebooks are doing well in education at the moment but they can’t break out of the low end of the market and each of their attempts to do so have failed. Devices overall are a mixed bag in my opinion.

Stadia isn’t very good, costs too much, has a mediocre game library, and given the massive development cost definitely hasn’t paid off and probably never will.

Nest is a business they acquired that’s continued to grow. This is definitely a win, but it’s a small one, and it definitely doesn’t pay for all the unsuccessful products they’ve built.

Custom SoCs are potentially promising, but it’s a specific niche and others are doing the same so that’s kind of a “wait and see” for me.

Their paid services don’t seem popular at all with the exception of gsuite & YouTube premium (which people mainly buy to get around annoyances like not being able to listen to audio from a video with your phone locked or switch apps on mobile while leaving a video running)

I expect a large chunk of that “other” revenue you mentioned is also Google Cloud which despite how hard they’ve tried is far behind it’s competitors and hasn’t seen nearly the growth that Azure in particular has had.

Re:Poll: Which FAANG is the most likely to decline in the ye... by epolanski on Monday January 03, 2022 @07:09PM (#29789003)
I think you underestimate stadia. I don 't use it myself, but know a lot of people playing on it and highly recommending the experience.
Re:Poll: Which FAANG is the most likely to decline in the ye... by kaba0 on Tuesday January 04, 2022 @06:16AM (#29793610)
Isn’t that already discontinued?
Re:Poll: Which FAANG is the most likely to decline in the ye... by Qub3d on Tuesday January 04, 2022 @11:59PM (#29805306)
Nope. I actually signed up for the free trial while I was out of state in December so I could quickly do a couple things and only bring along my MacBook (complete a few daily objectives on my MMO of choice).

I don't think streaming games will ever quite work out for something like a first person shooter or competitive scenes, but I was really impressed otherwise. I didn't notice input lag nearly as much as I thought I would.

Re:Poll: Which FAANG is the most likely to decline in the ye... by jonas21 on Tuesday January 04, 2022 @12:25AM (#29791725)
Not to mention YouTube, which has exploded over the last few years to have roughly the same revenue as Netflix [1]. They've basically grown a FAANG, and nobody seems to have noticed.

[1] https://www.marketwatch.com/story/with-skyrocketing-sales-yo...

Re:Poll: Which FAANG is the most likely to decline in the ye... by rietta on Monday January 03, 2022 @03:35PM (#29786447)
I know someone who just lost access to their Facebook account, and more because resetting their Google password lead to account lockout, and their phone number too, and that means everything that used that email and phone number as well. A cautionary tale and a terrifying reality to depend on a place famous for no human help available.
Re:Poll: Which FAANG is the most likely to decline in the ye... by mrshadowgoose on Monday January 03, 2022 @05:04PM (#29787616)
Totally agree that the pace of innovation in their core business seems to have stalled. However, I'd argue that Waymo (Google subsidiary) is leading the pack, by far, in terms of self-driving capability.

Not only do they have publicly-usable self-driving vehicles on the road today, they are also testing autonomous trucks for freight. Both of these industries are worth multiple 10's of billions/year in the U.S. alone.

Re:Poll: Which FAANG is the most likely to decline in the ye... by jrsj on Monday January 03, 2022 @06:32PM (#29788621)
Waymo may be ahead but I’m not sure that’s good enough by itself. The largest manufacturers are all working on their own self driving systems. If Waymo software ends up shipping with Nissan, Jaguar/Land Rover, and Volvo products, that’s still a fairly small portion of the market. They might have some success as a robotaxi business but there will be a lot of competition there as well and likely thin margins for companies that can’t achieve significant vertical integration (Tesla, GM, Ford, VW, etc)

I agree this is definitely their biggest opportunity, but it may be more difficult to achieve mainstream success with it than it seems.

Re:Poll: Which FAANG is the most likely to decline in the ye... by IMSAI8080 on Monday January 03, 2022 @04:34PM (#29787261)
I agree somewhat. About 80% or more of their business is still ads. It only takes some major advertising segment to have a downturn or otherwise decide that digital ads are useless and they'll see a hue dip in revenue. Although I'd see FaceBook as more precarious for similar reasons which is what I voted for.
Re:Poll: Which FAANG is the most likely to decline in the ye... by twox2 on Monday January 03, 2022 @04:50PM (#29787461)
This doesn't happen though. The money comes from brands, and brands are hungry to spend it. They don't really care about return on the dollar either.
Re:Poll: Which FAANG is the most likely to decline in the ye... by alphabetting on Monday January 03, 2022 @05:28PM (#29787886)
Most of their innovation recently is under the hood or not consumer facing yet. Kubernetes, AI, Waymo, etc
Re:Poll: Which FAANG is the most likely to decline in the ye... by tester756 on Monday January 03, 2022 @03:21PM (#29786202)
>* Netflix has some of the worlds brightest minds in data science

Which of Google, Facebook, Microsoft doesn't?

Re:Poll: Which FAANG is the most likely to decline in the ye... by bfung on Monday January 03, 2022 @11:12PM (#29791218)
And even within that group, Deepmind is in a class of it’s own. TSLA FSD engineers also.

Everyone else are just making fancy spreadsheets.

Re:Poll: Which FAANG is the most likely to decline in the ye... by devmunchies on Monday January 03, 2022 @04:35PM (#29787274)
> Apple is one Supreme Court ruling away from ending their App Store monopoly

However, if the app store were to open up, it could create a more vibrant ecosystem underneath and even create even more network effects within ios. Less direct money for apple but more vibrant developer economy.

Re:Poll: Which FAANG is the most likely to decline in the ye... by jonwinstanley on Monday January 03, 2022 @04:57PM (#29787526)
"Monopoly" is an interesting term in this situation. Obviously they are the sole provider of the iOS platform access, but iOS itself is not the largest smartphone platform.
Re:Poll: Which FAANG is the most likely to decline in the ye... by kaba0 on Tuesday January 04, 2022 @07:03AM (#29793907)
Well, for someone owning an apple product, the App Store is a monopoly, without an easy way to change that. Especially where nowadays owning a phone is almost a must and you only have 2 choices.
Re:Poll: Which FAANG is the most likely to decline in the ye... by mensetmanusman on Monday January 03, 2022 @10:05PM (#29790780)
https://finance.yahoo.com/news/apple-i-phone-ownership-among...

iPhone usage is approaching 90% for the next generation in the us, so it will be ripe for regulation.

Re:Poll: Which FAANG is the most likely to decline in the ye... by jollybean on Monday January 03, 2022 @03:44PM (#29786589)
TBTF is a term usually applying to companies like banks and Beoing, that have to be rescued due to some kind of economic importance.

These companies will not fail, but could face existential headwinds that no amount of money will 'fix'.

...

"Netflix has some of the worlds brightest minds in data science"

Their data science is a 3rd tier issue. #1 is their incumbency, #2 is the content they produce.

-> Netflix 'problem' is increasing competition from HBO, Disney and others.

...

"Apple is one Supreme Court ruling away from ending their App Store monopoly that could disrupt the entire world"

No, their App Store will do just fine. They will reduce their 30% cut to something lower and companies will stay there because of the distribution opportunity: being in App Store will mean considerably more downloads.

-> Apples 'problem' is that their iPhone is slowly becoming a commodity - there's only so many ways to 'improve' upon it and those margins will probably come down.

...

"Google and Facebook both lost a key ability to micro-target on their ad platforms"

No, they have not, they have enough data.

-> Facebook's problem is that FB usage is going down, Insta is a bit stagnating and they have little to replace it with.

-> Google's problem is that they have no obvious new products on the horizon to grow and that it's possible DDG and others may actually start to eat away at them (probably not, but possible).

...

"Amazon is about to enter a decade of unionization all over the world."

Probably not so much, and, rules are entirely different around the world.

Amazon's problem is that it's never been profitable and there's only so many ways to make that business work.

As fast delivery and one-click purchase work out in regular retail, AMZN advantage is limited.

AWS however, the profit base doesn't show any signs of slowing down.

Re:Poll: Which FAANG is the most likely to decline in the ye... by tgsovlerkhgsel on Monday January 03, 2022 @08:11PM (#29789714)
Netflix seems to simply become the next entertainment giant, like e.g. Disney or major film studios.

Apple will still have their hardware business.

Amazon's AWS business is unaffected by their online shopping platform business.

Facebook is facing a reputation crisis that is also causing regulators to come down on it hard, and beyond the many well-justified criticisms, many also use it as a scapegoat and a punching bag for politicians to show off. That's not a good position to be in.

Re:Poll: Which FAANG is the most likely to decline in the ye... by drexlspivey on Monday January 03, 2022 @05:54PM (#29788219)
All the data science in the world can’t make up for the shitty Netflix content
Re:Poll: Which FAANG is the most likely to decline in the ye... by FridgeSeal on Monday January 03, 2022 @06:22PM (#29788540)
Yep, they’re a “content producer” but maybe 1 in 20 shows or movies they put our OS actually compelling. They have certain titles they do well with (The Witcher comes to mind) but for everything else they have the well-established Netflix-Curse of cancelling shows instead of finishing them, so that they can crow about having a new show.
Re:Poll: Which FAANG is the most likely to decline in the ye... by dragonwriter on Monday January 03, 2022 @06:25PM (#29788563)
> the well-established Netflix-Curse of cancelling shows

Every outlet cancels underperforming shows. Netflix fires a lot of more against the wall than just about anyone else, so they end up with a lot more that doesn't stick.

Re:Poll: Which FAANG is the most likely to decline in the ye... by itisit on Monday January 03, 2022 @10:41PM (#29791034)
Well said. So much of what they make is sheer drivel, all of it with that same sheen of value-oriented film/tv-making.
Re:Poll: Which FAANG is the most likely to decline in the ye... by ch4s3 on Monday January 03, 2022 @07:21PM (#29789114)
> * Amazon is about to enter a decade of unionization all over the world.

World wide is probably too strong a claim, but I think here's something to this. However, I think this would work in Amazon's favor. It would make warehousing quite a bit more expensive and would be a significant barrier to competitors. AWS provides them with deep pockets, and the have a huge advantage in logistics so I think they could eat the cost and keep moving. It would also suck a lot of air out of the anti-amazon movement, such that it is. One day delivery with high labor standards might be the pitch that catapults them to real market dominance.

Re:Poll: Which FAANG is the most likely to decline in the ye... by skybrian on Monday January 03, 2022 @08:38PM (#29790001)
I agree, especially if by "huge advantage in logistics" you include things like warehouse automation. If everyone is paying high wages then it seems like whoever automates the most will do well?

https://www.bloomberg.com/news/features/2021-09-21/inside-am...

Re:Poll: Which FAANG is the most likely to decline in the ye... by ch4s3 on Monday January 03, 2022 @09:35PM (#29790555)
They're quite good at logistics in general based on my limited exposure to their operation through work.
Re:Poll: Which FAANG is the most likely to decline in the ye... by irrational on Monday January 03, 2022 @05:19PM (#29787779)
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 ye... by TrackerFF on Monday January 03, 2022 @05:29PM (#29787895)
I don't know, that's about 2.5% of the worlds population. All paid subscribers. Haven't checked out their financials, but are they making money yet?
Re:Poll: Which FAANG is the most likely to decline in the ye... by BbzzbB on Monday January 03, 2022 @10:19PM (#29790879)
Yet, in the US, they make less per paid subscriber than Facebook does per free user. There's also 3 to 4 times the amount of said free users as there are of those paid users.

Netflix's first free-cash-flow positive year was 2020. A measly $2B, less than 10% of Facebook's (the least cash flowing FAAMG).

Netflix is a big company, but not in the same league as FAAMG.

Re:Poll: Which FAANG is the most likely to decline in the ye... by skylanh on Tuesday January 04, 2022 @01:42AM (#29792084)
https://ir.netflix.net/financials/sec-filings/sec-filings-de...

Consolidated statement of net income for each year (page 22 of the PDF):

2020: ~$2.7b on 200m members

2019: ~$1.8b on 167m members

2018: ~$1.2b on 139m members

2017: ~$0.5b on 110m members

2016: ~$0.2b on 89m members

Re:Poll: Which FAANG is the most likely to decline in the ye... by epolanski on Monday January 03, 2022 @07:17PM (#29789077)
Small? I can't think many subscription services with such numbers.
Re:Poll: Which FAANG is the most likely to decline in the ye... by Apofis on Tuesday January 04, 2022 @09:37PM (#29804309)
Why is it so unbelievable that someone could disrupt any of these companies? Aside from Apple and Netflix I don't think the rest are doing a particularly good job. Apple iTunes had it's lunch eaten by Spotify (45.83B) and just look at https://killedbygoogle.com/
Re:Poll: Which FAANG is the most likely to decline in the ye... by twox2 on Monday January 03, 2022 @04:49PM (#29787438)
As long as Google has search ads, they have granular targeting at their disposal.
Re:Poll: Which FAANG is the most likely to decline in the ye... by wayoutthere on Monday January 03, 2022 @06:13PM (#29788436)
Google Search is beset from all sides right now. Their search results are terrible and people are looking for alternatives. They’re definitely at or past the peak of that product lifecycle.
Re:Poll: Which FAANG is the most likely to decline in the ye... by poulsbohemian on Monday January 03, 2022 @06:54PM (#29788860)
>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.

Yes each of these has enough of a war chest that they could drift along for a decade + several have ownership structures where there wouldn't be market pressure to remove the C-level / board if that happened.

That said... each of these has weaknesses. I think about Microsoft (the one missing from the list that rightfully belongs there...)... they came out of their lost decade a very different company. Their stock price barely moved for that entire time, though has since rebounded. It's not that hard to imagine that Netflix is just one of many streaming studios in another 5-10 years, or that people might be just as willing to turn to another search provider than Google. Facebook seems to be acutely aware that its core big blue app is seen as a baby boomer thing and that it had better do things to stay relevant to another generation. So - too big to fail? Maybe, but then again we could ask GE, GM, and Ma Bell that same question once upon a time.

Re:Poll: Which FAANG is the most likely to decline in the ye... by epolanski on Monday January 03, 2022 @07:14PM (#29789047)
It is very hard for me to imagine a world in which Google isnt the default search provider for almost the totality of people outside China or Russia. I don't think I even see my tech-aware colleagues using anything else except the rare unicorns with duckduckgo.

I just can't see putting netflix and google search in the same basket.

Re:Poll: Which FAANG is the most likely to decline in the ye... by poulsbohemian on Monday January 03, 2022 @07:27PM (#29789193)
See the comment lower down in this thread: >Google Search is beset from all sides right now. Their search results are terrible and people are looking for alternatives. They’re definitely at or past the peak of that product lifecycle.

Note the discussion not just here on HN but across several channels over the past 48 hours about how bad Google Search results have become. Personally, apart from a Google Business page I don't use any other Google products and haven't in years. Their product track record is poor and their search quality has slipped. Given another 5-10 years, I don't find it difficult at all to believe that someone like Apple, if they wanted to replace Google entirely as the default search on their device, couldn't make significant headway in search market share.

Sure, Netflix and Google aren't the same here - that wasn't my point. My point was simply in reference to the previous poster's comment about "too big to fail." The past 100 years of the stock market is littered with companies that were deemed unstoppable leviathans.

Re:Poll: Which FAANG is the most likely to decline in the ye... by mensetmanusman on Monday January 03, 2022 @10:06PM (#29790791)
Apple could replace the default on the iPhone and few would care.
Re:Poll: Which FAANG is the most likely to decline in the ye... by b9a2cab5 on Monday January 03, 2022 @03:43PM (#29786576)
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 character that wasn't shoehorned in, by the last season everything was about "hurr durr let's ban guns and white men suck".

I'm not even white and I can notice the excellent storylines being ruined. It's like the writers don't know how to write a story with woke concepts that's actually strong so instead they shove it into every successful show until the show isn't successful anymore. HBO and Disney are going to eat their lunch at this rate with more compelling content.

Re:Poll: Which FAANG is the most likely to decline in the ye... by RussianCow on Monday January 03, 2022 @04:05PM (#29786874)
I don't totally agree that this is a problem, but to be fair, every network is doing this. Even previously silly and light-hearted TV shows like Brooklyn Nine-Nine have become noticeably heavier as they try to shed light on real-world social issues. There's nothing specific to Netflix here.
Re:Poll: Which FAANG is the most likely to decline in the ye... by jrsj on Monday January 03, 2022 @04:27PM (#29787168)
If it were done well it would be one thing but it’s typically just thinly veiled (DNC) propaganda. Not much to be said on always climbing record fentanyl overdoses, class issues, etc though. If they were actually talking about anything of value to the vast majority of working people instead of rhetoric that’s specifically designed to keep them divided and afraid of each other I wouldn’t complain.
Re:Poll: Which FAANG is the most likely to decline in the ye... by KerrAvon on Monday January 03, 2022 @04:32PM (#29787244)
You want a comedy show to cover fentanyl overdoses?

By DNC, do you mean the Democratic National Committee? Have you considered that your worldview may be heavily biased by right-wing propaganda?

Re:Poll: Which FAANG is the most likely to decline in the ye... by jrsj on Monday January 03, 2022 @04:50PM (#29787458)
I didn’t say comedy specifically, no. But comedy should probably actually be funny and not feel like I’m being lectured to, which has become increasingly common. And at times comedy can cover even the darkest topics, that’s really up to the comedian to decide.

And I actually consider myself a leftist I just strongly dislike corporate Democrats. So if I sound like right wing propaganda that comes mainly for our mutual distaste for certain aspects of “progressives” in the U.S. or whatever you’d like to call them.

Re:Poll: Which FAANG is the most likely to decline in the ye... by jrsj on Monday January 03, 2022 @06:40PM (#29788688)
In fact now that I think about it the only jokes I’ve heard about the opioid crisis have basically amounted to “lol white people are dying and they deserve it” despite the fact that this shit is killing everyone. So-called journalists have written about it with the same sentiment — white people didn’t have compassion during the crack epidemic and they don’t deserve any now.

That’s a pretty good example of popular media using racial antagonism to divide & conquer the working class.

Re:Poll: Which FAANG is the most likely to decline in the ye... by wayoutthere on Monday January 03, 2022 @06:18PM (#29788493)
Some of the most vocal critics of the DNC are coming from the left. [1] They’re a center-right party masquerading as left-wing opposition. They have no interest in helping working folks and every interest in making sure corporations are as powerful as they can be. A lot of folks who previously drank the DNC koolaid are realizing how bad it is with how the democratic administration has tried to gaslight us about Covid this holiday season.

[1] https://www.inquirer.com/opinion/commentary/build-back-bette...

Re:Poll: Which FAANG is the most likely to decline in the ye... by jrsj on Monday January 03, 2022 @06:48PM (#29788778)
This exactly. They use progressive language to create this image for themselves and their role is only to serve as controlled opposition and prevent any challenge to the current economic order from occurring.

Being a Democrat these days is like being in a “union” that your bosses set up just to try and convince you that you had representation when they were deciding what you were going to “win” from “organizing” ahead of time.

This is why I dislike propaganda aimed at supporting them in television etc. No matter how nice the individual thing sounds, it serves to reinforce this institution who’s only mission in life is to fuck you over and continue extracting wealth from you and your family.

Re:Poll: Which FAANG is the most likely to decline in the ye... by jrsj on Monday January 03, 2022 @04:19PM (#29787058)
How is the Witcher woke? I actually haven’t really heard this before so I’m genuinely interested to hear your thoughts on it.
Re:Poll: Which FAANG is the most likely to decline in the ye... by maximus_optimus on Monday January 17, 2022 @07:33AM (#29965903)
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

Re:Poll: Which FAANG is the most likely to decline in the ye... by b9a2cab5 on Monday January 03, 2022 @04:41PM (#29787344)
Many of the characters have been changed (in personality/storyline and in ethnicity) from the books and from the games. For example Yennefer is no longer a mature, smart person but now is a stereotypical "I'm a strong independent woman" character that has the personality of a 15 year old. Triss is completely different from the books and game. Fringilla magically changed to be black even though EVERY other Nilfgaardian is white. Side characters were changed to be black but still act as if they come from the same background as their original book characters. This doesn't make sense in a medieval Eastern Europe type environment.

This is what I mean by shoehorned in. HBO Rome did a great job of integrating racial diversity in a plausible way that made sense in the context of the story. Egypt/North Africa historically had Numidians in major leadership roles. The Witcher does not bother to write a story that makes sense with the replaced characters.

Again, I'm not white and even I can notice these changes.

Re:Poll: Which FAANG is the most likely to decline in the ye... by ketralnis on Monday January 03, 2022 @05:33PM (#29787949)
> characters have been changed ... Yennefer is no longer a mature, smart person but now is a stereotypical "I'm a strong independent woman" character that has the personality of a 15 year old. Triss is completely different from the books and game

That doesn't sound like wokeness, it sounds like a character change that you just don't like. Fair enough, but it's not wokeness.

> Fringilla magically changed to be black even though EVERY other Nilfgaardian is white. Side characters were changed to be black

I just finished watching this series. Some actors have dark skin but it's not part of their character or even mentioned. There's no reference to any sort of Black culture or even nation in-universe where people tend darker. There's no sense in which they are black except for the literal colour of their skin. And at that level, there's no sense in which the characters in the books aren't black. There's no "changed to be black" here.

I assumed you had some objection about the actual storyline which does in fact revolve around discrimination against Witchers, racism and genocide and slavery against Elves, culture wars between nations, and cultures domineering others through centuries of abuse and slavery. But really you're just annoyed that some actors are black?

Re:Poll: Which FAANG is the most likely to decline in the ye... by b9a2cab5 on Monday January 03, 2022 @05:54PM (#29788217)
> There's no sense in which they are black except for the literal colour of their skin

That's the _point_. The writing is completely unrelated to the actors being black. They were casted as black people because the writers/producers wanted black people for the sake of having black people on screen. If there was reference to black culture or some sort of backstory then it would be a _justified casting_ and I wouldn't be complaining.

You don't cast a British person as a Hispanic character in Narcos. Why are random characters in the Witcher magically changed to be black when there's no story reason for them to be black?

> I assumed you had some objection about the actual storyline which does in fact revolve around discrimination against Witchers, racism and genocide and slavery against Elves, culture wars between nations, and cultures domineering others through centuries of abuse and slavery

I actually think the Witcher does a great job at showing the effects of discrimination and racial conflict in this sense.

Re:Poll: Which FAANG is the most likely to decline in the ye... by ketralnis on Monday January 03, 2022 @05:59PM (#29788290)
> You don't cast a British person as a Hispanic character in Narcos

But they aren't British nor Hispanic. They're Nilfgaardian and Elves. If you have some idea in your head about what that means for skin colour, it's clearly not the same idea that the writers do.

Re:Poll: Which FAANG is the most likely to decline in the ye... by b9a2cab5 on Monday January 03, 2022 @06:02PM (#29788327)
> They're Nilfgaardian and Elves

Right, but the show casts all other Nilfgaardians and elves as white people. If the show casted all Nilfgaardians as black people or gave a story reason for a mixed composition then it would be compelling. But they don't. That's why Fringilla's casting seems shoehorned in.

Re:Poll: Which FAANG is the most likely to decline in the ye... by ketralnis on Monday January 03, 2022 @06:07PM (#29788369)
Maybe there's a recessive gene that causes some tone difference. Maybe there's some historical war that caused the blahblahblah migration of the whoseits to the whatsits. Or maybe it's not part of the story at all and doesn't need to be.

When I meet a new black person they don't spend a bunch of time explaining to me why they're black. That would be pretty weird. It sounds like you have some real hangups about race that just isn't shared by the writers.

Re:Poll: Which FAANG is the most likely to decline in the ye... by b9a2cab5 on Monday January 03, 2022 @06:12PM (#29788429)
> Maybe there's a recessive gene that causes some tone difference. Maybe there's some historical war that caused the blahblahblah migration of the whoseits to the whatsits.

I'm not saying the black character is supposed to explain why they're black. I'm saying the writers should have written some reason into the story for why out of all the Nilfgaardians, Fringilla is the only one that's black. The black character doesn't need to be the one explaining it. Otherwise it seems like a poor casting choice because it doesn't make sense within the story. Which makes it seem shoehorned.

> Maybe there's some historical war that caused the blahblahblah migration of the whoseits to the whatsits

And that would have been great backstory to flesh out the universe...

> It sounds like you have some real hangups about race that just isn't shared by the writers.

It sounds like you don't feel like one character that has a different ethnicity than their entire fantasy race seems out of place. If in Black Panther there was a singular white main character and everyone else in Wakanda was black would you feel the same way?

Re:Poll: Which FAANG is the most likely to decline in the ye... by ModernMech on Monday January 03, 2022 @06:26PM (#29788572)
What if she was just the person who auditioned best for the role? Why are you assuming her blackness means she must have been shoehorned into the role? I see no valid reason why her blackness should have to be explained to anyone.
Re:Poll: Which FAANG is the most likely to decline in the ye... by b9a2cab5 on Monday January 03, 2022 @06:49PM (#29788797)
Okay, so if Jason Momoa was the one who auditioned best for T'Challah you would say that's a good casting? Because I would say having the supposed leader of a kingdom of black people look completely different from all the people in that kingdom is really poor casting.

> Why are you assuming her blackness means she must have been shoehorned into the role?

Perhaps because every other Nilfgaardian is white. If Nilfgaardians were a mixture then it would be a good casting. Just like if all Nilfgaardians were black then casting a white person as Fringilla would also be garbage casting.

You are free to assume in your fantasy world that outside appearance has no impact on story telling in a TV show but I and many others in the Witcher fanbase have opinions to the contrary.

Re:Poll: Which FAANG is the most likely to decline in the ye... by ModernMech on Monday January 03, 2022 @07:49PM (#29789475)
> Okay, so if Jason Momoa was the one who auditioned best for T'Challah you would say that's a good casting?

I would say Black Panther is a story about blackness. The blackness of the main character is kind of the point of the whole thing, it’s even in the title. This is not true for the Nilfgaardians. There is no race component here to that story, so why does race need to be explained? Why don’t any other characters have to explain what makes them unique from the rest?

There is a parallel here I would like to draw. Growing up my class was all white, except one black kid. In a whole school of almost 1000 kids. I noticed he had to justify his existence a lot. People would ask him why he was there — as if he was lost or something. He was there because he lived in our community, and that’s really all there is to it. Nevertheless he had to have a reason to be at the school, while none of us did. It wasn’t enough for him to just exist.

Re:Poll: Which FAANG is the most likely to decline in the ye... by b9a2cab5 on Monday January 03, 2022 @10:46PM (#29791064)
> Why don’t any other characters have to explain what makes them unique from the rest

They do. Geralt has a huge back story that explains why he's ripped and has a bunch of scars and why every peasant is afraid of him. Yennefer has a huge back story that explains why she's beautiful. If they casted someone ugly as Yennefer then that backstory wouldn't exactly apply anymore would it?

> I would say Black Panther is a story about blackness

Let's use another example then. Narcos - if some Asian guy was the one who auditioned best as Pablo Escobar, would you think that's good casting? Narcos is clearly not about Colombian culture, it's about the War on Drugs. If all the random cartel members are casted as Latino but the leader is Asian you think that's good casting? Or if we look at House of Cards - what if you replaced Garret Walker with a Korean dude. You think that's good casting?

> why does race need to be explained

Because one character is different from all the other people in their supposed race (Nilfgaardian). If there was a character that was taller than everyone in their kingdom I'd expect that to be explained too. Or if the character was white and everyone else was not.

> Growing up my class was all white, except one black kid

That's great, but completely irrelevant in this case. You are trying to impose your own social justice values on a high fantasy TV show. Ironically I find it's always white dudes in their 20s and 30s that have this view of the world. I bet you're white, male, a millennial or Gen Z, you live in a big city, and you work in tech.

Re:Poll: Which FAANG is the most likely to decline in the ye... by ModernMech on Tuesday January 04, 2022 @12:21AM (#29791704)
> Geralt has a huge back story that explains why he's ripped and has a bunch of scars and why every peasant is afraid of him.

And is that strength relevant to the story, or is it apropos of nothing? Yennefer's beauty has no context in the story? Of course it does - these qualities bring these characters power that shapes the events as they unfold. Fringilla does not derive her power from her blackness because it's not relevant to her character's story. It doesn't need to be explained because it doesn't advance the story.

The very simple explanation is: she's fantastic and terrifying in the role, and that's why she has the part. The exact pigmentation of the actress' skin doesn't need to be explained in the story, no matter the skin pigmentation of her co-stars.

> You think that's good casting?

I mean, maybe it's just my bad taste, but I see nothing wrong with any of your suggestions. But I haven't seen either of those programs so I can't really give a good answer. Is Garret Walker anti-Korean? Is that why it would be a bad decision?

> If there was a character that was taller than everyone in their kingdom I'd expect that to be explained too.

Why? Some people are just taller than others. The explanation is: that guy is taller. We don't know why, he just is. We all grew to this height, and he just kept growing until he got to that height. The same thing goes for skin tone. For all you know this is a sampling issue. We're talking about a fantasy race here. If you really want some sort of satisfactory explanation, go write some fanfiction.

> You are trying to impose your own social justice values on a high fantasy TV show.

No, I'm actually projecting the experience of my youth onto this situation right now. I'm not trying to impose my view on anything -- quite the opposite; I'm saying things are fine the way they are.

I'm actually going to bookmark this conversation as a discussion piece because there's a lot to unpack here, you've been very candid.

> I bet you're white, male, a millennial or Gen Z, you live in a big city, and you work in tech.

Right on 3, wrong on 2 - I'll let you guess which!

Re:Poll: Which FAANG is the most likely to decline in the ye... by b9a2cab5 on Tuesday January 04, 2022 @02:01AM (#29792171)
> I'm actually going to bookmark this conversation as a discussion piece because there's a lot to unpack here, you've been very candid.

Funny, you've got the same attitude of condescending moral superiority as the demographics I mentioned too. You act as if you speak for all people of color (as a white person), who need to be defended by you, the savior. You probably consciously think you're just trying to help. Unfortunately you're not the first person of this type I've encountered on HN.

Re:Poll: Which FAANG is the most likely to decline in the ye... by ModernMech on Tuesday January 04, 2022 @08:42AM (#29794577)
If you want to address my specific points that's fine, but turning instead to attack me through your perception of my skin color is a different conversation entirely, one that I'm not interested in having.
Re:Poll: Which FAANG is the most likely to decline in the ye... by yibg on Monday January 03, 2022 @11:01PM (#29791154)
Maybe the fantasy world of the Witcher is less racially divided than our world (and also seemingly how you see the world too). Why does it need to be that the nilfgaardians have to be one skin color? Why can’t they be multicultural like the US?
Re:Poll: Which FAANG is the most likely to decline in the ye... by jasonpeacock on Monday January 03, 2022 @06:53PM (#29788835)
There are black elves (e.g. Dara) in the Witcher series.
Re:Poll: Which FAANG is the most likely to decline in the ye... by BlackSwanManZ on Monday January 03, 2022 @06:39PM (#29788686)
>You don't cast a British person as a Hispanic character in Narcos.

YYou realize in Narcos they cast a Brazilian actor to play Pablo Escobar a famous Columbian. The actor had to literally learn Spanish for the role and despite his best spoke with an obvious Brazilian accent. Besides Pablo, numerous other characters were played by actors who, while native Spanish speakers are not from Columbia and you can tell by their accent. You literally couldn't have picked a worse example to make your point.A

Re:Poll: Which FAANG is the most likely to decline in the ye... by dragonwriter on Monday January 03, 2022 @06:09PM (#29788393)
> The writing is completely unrelated to the actors being black.

It is just as unrelated to them being White where the actors chosen are White. “Black needs justification but White doesn't” is a recipe (long followed, btw) for White favoritism in casting.

Re:Poll: Which FAANG is the most likely to decline in the ye... by nr2x on Monday January 03, 2022 @03:53PM (#29786714)
Yes, the walkout of trans employees was definitely because the CEO is too woke.
Re:Poll: Which FAANG is the most likely to decline in the ye... by ksec on Tuesday January 04, 2022 @01:59AM (#29792163)
Well nearly all of Silicon Valley are woke. May be Facebook being the exception.